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Legal Mail Management System

<aside> <img src="/icons/light-bulb_gray.svg" alt="/icons/light-bulb_gray.svg" width="40px" /> To create an efficient and scalable system for handling 500+ legal emails daily, ensuring quick triage, batch processing, clear status tracking, and minimal-click workflows.

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TIMELINE

16 March 2025 - 18 March 2025

PLATFORM

Desktop

MY ROLE

Product Designer


Problem Statement

<aside> <img src="/icons/report_blue.svg" alt="/icons/report_blue.svg" width="40px" /> Legal teams face challenges in processing high email volumes efficiently. Key issues include:

Research & Competitive Analysis

Key Insights from Market Analysis

Analyzing top legal case management solutions (Thread Legal, Amberlo, CARET Legal) revealed the following gaps

Feature Competitor Solutions Identified Gap Proposed Solutions
AI Powered Email Triage Partial No Smart categorization AI driven sorting by urgency and relevancy
Batch Processing Limited Time Consuming manual handling Bulk selection and automation
Matter Progress Tracking Present No email integration Unified email and matter dashboard
Role Based Collaboration Partial No clear delegation Multi User access with role assignments
Prioritization and Alerts Basic No urgency indicators Colour coded priority
Smart Search ( OCR and Metadata) Partial Limited document searchability AI enhanced search

Key UX Challenges

High Cognitive Load: Users must sift through hundreds of emails daily, making prioritization difficult.

Manual Status Tracking: Updates to matter status are slow, leading to inefficiencies.

Limited Bulk Actions: Actions like assignment, flagging, and archiving are cumbersome.

Fragmented Information: Lack of clear visibility into active matters and upcoming deadlines.

Current Pain Points

  1. High email volume management
  2. Complex assignment process