AI Legal Form Automation tool
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Introduction
What is Leazy - AI & Legal Tool
Roundblock provides AI-powered legal tech and automation tools designed to help legal startups grow. One of their flagship products, Leazy, is an AI-driven SaaS platform that streamlines immigration case management. With Leazy, lawyers can efficiently track case statuses, use AI to evaluate client qualifications, develop case strategies, and simplify the legal documentation process.
Check our product in official website!
Background
Expanding capabilities to meet growing demands.
As Leazy expanded, it became clear that the platform needed to grow alongside its users. Lawyer clients were requesting support for a wider variety of case types, but the existing version couldn’t fully accommodate these needs. To address this, Leazy planned a major version update aimed at broadening its capabilities and introducing new tools to attract a more diverse client base.
Challenge
The existing IA couldn’t keep up with Leazy’s growth.
Broadening Leazy’s capabilities wasn’t as simple as adding more features. Leazy started with a simple information architecture designed for a small set of tools and straightforward functionality. However, as the platform expanded to introduce more features and support a wider range of case types, the existing structure quickly became outdated.
Project goal
mvp requirement
Launch version 1.3: Integrating more tools and enhance system capability.
Launch version 1.3 and introducing key new features, including:
1. More case types: Support for more case types beyond EB1A.
2. AI-Powered Form Automation Tool: Automate the form-filling process for various case types.
3. Case Filing Evidence Generator: Automatically generate Recommendation and Petition Letters for case filings.
I was responsible for updating the information architecture to support additional case types and designing new features: the AI-powered form automation tool.
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Research
Refining the Foundation for New Opportunities
To prepare for the new version 1.3, I decided to start from what we current have: analyze the existing information architecture to find opportunities for new form automation feature.
What our users said
I conducted user research with our live users, focusing on the usability and feedback of the current flow, as well as identifying the challenges in their work that our product has yet to address. Here’s what they said:
Problem statement
1. The existing client system architecture is not scalable for multiple case types.
The existing IA is not scalable or intuitive, making it difficult for users to navigate and manage multiple cases for a single client effectively.
2. Unoptimized Layout for Input-Heavy Workflows
The current layout isn’t designed to handle workflows that require extensive data entry, making the process cumbersome and inefficient.
1. Overwhelming Documentation Process
Lawyers struggle with the large number of forms required for each case, highlighting the need for a new tool to streamline and automate the documentation process.
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Update current flow
The existing client system architecture is not scalable for multiple case types.
In the current client management system, one client profile is equivalent to one case. If a client wishes to apply for multiple cases, they must create a new client profile for each additional case.
Separate ‘Client profile’ & ‘Case profile’
I’ve separated the concepts of client profile and case profile. The client profile is used to manage the client’s personal information. Under the client profile, lawyers can add relevant case profiles. The case profile manages the information and progress of individual cases. If a client has multiple cases in progress, multiple case profiles can be added under the client profile.
The current case tools menu is overly complex.
In version 1.2, there are 4 case analysis tools, and with 3 new tools added, there are now 7 in total in the menu tab. According to George A. Miller's rule, users are unable to remember or process 7 pieces of information at once. Having too many tool options listed can confuse users.
Reorganizing the case tools into 4 clear categories
By merging similar tools, I reduce cognitive load and make it easier for users to find what they need. Each category will focus on a specific type of analysis, ensuring intuitive navigation and minimizing confusion.
The current layout isn't optimized for input-heavy workflows
The current layout splits the screen into 3 parts: client information takes up the top left, case input on the bottom left, and AI-generated results on the right. This design gives too much space to non-essential client info, while the case input section is too small, making it harder for lawyers to manage and process information efficiently.
Redesign the layout to better accommodate the workflow
For those less input-heavy workflow, I redesigned the layout by enlarging the lawyer input section and reducing the non-essential client info section. This allows users to better focus on the input area, improving efficiency and usability.
Break down the input heavy workflows into 2 steps - let’s focus!
I divided input-heavy workflows, such as form filling and case filing, into two steps. When users click the "case filing/form filling" tab under the case profile, they will first see a dashboard table to manage and track different workflow versions. From there, users can create a new process, leading to a full-screen view where all inputs are handled within that workflow. This helps streamline and manage complex input tasks more effectively.
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Design new features
Working in progress...
Interest in more design process? Contact me via ruoxuannessie.pan@gmail.com or Linkedin.