Litigation Financial Platform

Case Detail

The Case Detail page enables users to track individual case information, including forms, documents, required actions, and litigation status, while also providing direct communication capabilities.

Report

The Report page allows users to select specific case groups to create tables and generate various charts based on that data.

Bridgify Products

The 'More' page showcases all Bridgify products, offering current users a comprehensive view of our services and presenting an excellent opportunity for upselling."

CONTEXT

About Bridgify: From Internal Systems to SaaS

Strategic Evolution

In 2022, Bridge Legal dramatically expanded, growing its team from 40 to over 100 and increasing the product team from 8 to 22. This growth accompanied a strategic shift from a case management focus to a broader, holistic legal tech approach, embracing a SaaS model to enhance flexibility and scalability in its solutions.

Case Management System

Bridge Legal's original internal case management system streamlined data organization and call center operations for client intake.

We started our revolution with this platform, evolving from our original case management system to a more advanced and strategic operational approach.

Problem

Limited in addressing the diverse, evolving needs of legal tech beyond basic case management.

For limited Needs

1Our platform is exclusively for use by vendors and co-counsels that with minimal tech requirements.

2In the big litigation finance eco-system, our focus was solely on case management and intake.

Opportunities

1Our platform also addresses funders and law firms, capturing a wider market in the litigation finance ecosystem.

2We're developing new features to meet the broader needs of our diverse user base in the litigation finance ecosystem.

FINDING

Researched through client interviews and testing

1. Target User Groups

1One group of users relies on Excel for workflow management, finding it time-consuming and overwhelming.

2Another group of users use Salesforce's legal CRM system, finding it over-engineered and excessively complex for their needs

2. Dashboard is The Key

In the complex field of litigation finance, clients need a straightforward way to oversee their portfolios and cases. Dashboards have become essential, offering a clear, comprehensive view that simplifies tracking and decision-making in this intricate industry.

3. Clients Value Simplicity

Our clients, primarily over 55 and from the legal sector, are not typically tech-savvy and greatly value simplicity in technology, preferring our platform's straightforward, intuitive design that caters to their non-tech-savvy needs.

HIGH-LEVERL AUDIT

Starting from what we already had

Pinpointing Design Areas

Before initiating our redesign process, we thoroughly considered our research insights, focusing on usability and heuristic issues. This step guiding our redesign efforts to specifically target aspects that would most enhance user experience and system efficiency.

1For some user groups, the top navigation bar, overloaded with more than 11 tabs, becomes unscalable and cluttered.

Diverse user groups each have unique top navigation bars tailored to their needs, creating a rigid, inflexible system that adds technical complexity.

2Our system's UI mainly uses large boxes for content, leading to inflexibility and lower data density on each page

3Our system had a limited navigation structure with only two levels, resulting in poor navigability and user experience.

4The overall design style of our system is outdated, with a color scheme that doesn't align with our current branding colors.

SOLUTION 1

New UI and New Navigation System

Before - Top Navigation Bar

For an extended period, our platform has featured a top navigation bar, where each tab represents a distinct, sellable feature to our clients.

1For some user groups, the top navigation bar, overloaded with more than 11 tabs, becomes unscalable and cluttered.

2Diverse user groups each have unique top navigation bars tailored to their needs, creating a rigid, inflexible system that adds technical complexity.

After - Side Navigation Bar

1Switching to a side navigation bar offers greater scalability with more tabs and customizable options, enhancing user experience and platform adaptability.

2Incorporating breadcrumbs and sub-tabs into our navigation system, improving usability and accessibility.

Customizable products

1Offering users the ability to tailor their navigation bar enhances flexibility and aligns with individual preferences and needs

2Users can view detailed information on all available Bridgify products, creating valuable opportunities for upselling.

SULUTION 2

Report Improvement

Before - Low Usability

1For some user groups, the top navigation bar, overloaded with more than 11 tabs, becomes unscalable and cluttered

2For some user groups, the top navigation bar, overloaded with more than 11 tabs, becomes unscalable and cluttered

After - User-Friendly Report

1Switching to a side navigation bar offers greater scalability with more tabs and customizable options, enhancing user experience and platform adaptability.

2Incorporating breadcrumbs and sub-tabs into our navigation system, improving usability and accessibility.

SOLUTION 3

From Case Management to Litigation Finance Platform

Before - Case Management Focus

There are 3 tabs in our system primarily showcasing the case database. This is beneficial for case management clients but are less effective for others.

After - Holistic Platform

1Rearranged the navigation bar sequence to better suit holistic usage, optimizing user experience across different functionalities.

2consolidated three tabs into one, simplifying it for users with limited domain knowledge for better understanding.