Increase legal platform case conversions & quotes

LawBite

LawBite connects SMEs with qualified lawyers through a digital legal platform - cost-effective legal support without the overhead of a traditional law firm. Growing market share meant finding new ways to win and retain clients, while giving lawyers case-management tools they'd actually want to use.

  • RoleLead Product Designer
  • IndustryLegal Tech
  • TeamCPO, Development & Data analyst
  • Key Result36% increase in case conversion
  • TimelineMulti-year engagement from 2021 - 2024
Isometric illustration of a data dashboard with teams analysing charts, representing LawBite's platform metrics

The challenge

As Lead Product Designer, I worked across LawBite's enquiry-to-quote journey, client sign-up, and case management - tracking conversion through Metabase and Hubspot and gathering direct feedback from lawyers and clients.

It became clear that a slow, manual quote process was limiting conversion, clients struggled to self-categorise their legal needs, lawyers abandoned the platform's own tools for workarounds, and a confusing subscription model was hurting retention.

Three angled iPhones showing the responsive lawyer dashboard's scheduled tasks, billing and case update screens

Rebuilding the platform experience

Streamline existing processes

The challenge
Statistically, quote conversions were more likely to succeed if the quote was processed within the first few hours of the lawyer accepting the client enquiry but a number of inefficient processes and friction points stood in the way of hitting that window.

The solution
After mapping out the current enquiry to quote journey it was clear that we could eliminate a number of manual processes and automate others which would reduce admin churn and decrease the turnaround time. By creating new flows which showed how we could automate processes by using notifications we quickly realised that the current portal had no apparent way to identify whether a particular task had been completed or a case had a status change. To facilitate this lo-fi wires were scamped up in order to show how statuses and actions could be added to the portal. Based on this output new portal features were then identified and added to the product roadmap.

Streamline case processing flows & notification designs

Improve case sign-up

The challenge
Observing new clients throughout the sign-up journey and talking with lawyers demonstrated that users struggled to categorise their own enquiries attributing this to the fact that they weren't qulified to do so. This resulted in both abandoned enquiries as well as lawyers beding incorrectly assigned to case outside oftheir expertise.

The solution
The enquiry process was reworked to include an onboarding page outlining next steps, plus a 'not sure/other' category that handed uncertain enquiries to the ops team rather than losing them directly improving completed enquiries and correct lawyer assignment. Indicative time ranges, based on previous cases, were given for popular pieces of legal work with CTAs provided for specialist cases and disputes.

Reworked enquiry sign-up flow with an onboarding screen and a legal category dropdown including a 'not sure/other' option

The reworked enquiry flow, with an onboarding step and a 'not sure' category

Show subscription plan savings

The challenge
Subscriptions were performing poorly and so as part of a wider project, plans were simplified and their prices modified. To support, this I ran surveys with clients in order to understand current plan perceptions. Additionally, concepts were tested with new and existing users to understand what their expectations were and what they understood.

The solution
Users needed to understand roughly how much their enquiry would cost before committing to a plan. Whilst we could never predict the cost of a legal enquiry, we could provide typical ballpark costs and timeframes for common enquiries. By creating a cost slider the user could see how much their enquiry might cost and how much they could save with a plan versus paying a typical high street law firm. Testing the new designs showed the plans and their presentation needed simplifying even further before launch. As a result designs were revised and tested before being submitted for development.

A cost slider showing likely enquiry costs and potential plan savings

Support lawyer case management

The challenge
After talking with lawyers it was clear that their daily work routines were varied at best. Predominantly their focus was on the client and providing legal advice but they also had to field enquiries, create quotes whilst manage other organisations outside of LawBite at the same time. In short, lawyers needed to know quickly what had changed on their cases and what they needed to complete that day so that they're successfully managing their workload and meeting client expectations. As it stood they already had a number of ways of organising themselves outside the platform, from using Excel and iOS Reminders through to jotting notes each morning. Early concepts also explored gamifying engagement further with a leaderboard ranking lawyer activity, on the assumption competition would drive usage the way it does in consumer apps.

The solution
In exploring how the portal could provide a better lawyer experience, I prototyped a dashboard which provided latest case updates, upcoming tasks (both system and lawyer generated) as well as a list of client calls for any given day. A number of lawyers also indicated that striking off completed tasks was highly satisfying, so task items on the dashboard could also be marked as complete and removed from view. The lawyer experience was further enhanced by providing a billing area, which was indicated by lawyers as a highly beneficial feature, which would allow the lawyer to view invoice amounts, see cases converted and enquiries received over time. Testing showed the leaderboard undermined the platform's professional tone, so it was dropped in favour of the simpler, task-and-billing-focused dashboard shown here.

The lawyer dashboard: case updates, tasks and billing in one place

Beyond the redesign

Building a design system to scale

As the portal became more feature rich it was important that designs could be created both quickly and consistently. Significantly, a large number of existing portal pages were only designed for desktop and had not taken smaller mobile interfaces into account. LawBite's development team would also need a consistent way to build out UI libraries and populate page templates, so it was vital that we had a design system that governed everything, from simple colour palettes to complex, responsive components and tabled data.

The LawBite design system, spanning colour, components and responsive templates

Measuring impact

Whether features were being deployed to the portal or marketing site, wherever possible measurable goals were set against those features in order to understand the impact they actually had. Sales funnels were created in Metabase for the marketing site and Refiner was used on the portal to collect feedback from both lawyers and clients against newly released features.

Two tablets showing the LawBite marketing site's Services page and mega-menu navigation

Results

LawBite's portal and marketing site continually evolve with new updates and features. However, releases and tech are now primarily focused on resolving real user pain points and facilitating conversion. This not only demonstrates that the business has become more user centric in its approach but also proves that it is starting to create real value for its many stakeholders.

What I learned

Pivot Quickly
Wires and lo-fi prototypes let me test subscription plans and lawyer dashboard concepts quickly - the subscription model changed twice after user testing, lawyer leaderboards and gamification were also quickly abandoned. Keeping designs minimal and being readily open to abandon them was a key learning. This enabled us as a team to experiment and deliver effective features against the road map.

Why not drop me a line?

If you have an upcoming project and need help, I'd love to be involved! Just get in touch and let's get started.

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