Josef

Josef is a legal tech company that offers a platform to automate legal tasks for lawyers and legal professionals, such as lawyer-client interactions, sending emails, generating complex legal documents, and providing legal guidance and advice. Through the use Josef, legal teams are able to save time, scale their services, and make legal services more accessible. Additionally, the platform empowers clients seeking legal advice by generating friendly and helpful chatbots, providing them with the necessary self-service tools to answer questions and direct their enquiries to the appropriate places.

joseflegal.com

Type

Product design

Year

2019–2020

My role

As Lead Product Designer at Josef, I was responsible for the overseeing the design of the company's platform, website, and design system. My responsibilities also included conducting UX research, developing product enhancement strategies, updating the platform's UI, and managing the development and maintenance of the component library. For major feature enhancements or large-scale changes to the product, I occasionally collaborated with external designers, leading ideation workshops and ensuring designs always aligned with the company's standards and identity.

In addition to my role in the Product team, I provided design support for presentations, collateral, marketing material, and assets to other teams within the company, establishing consistency with the brand identity across all projects and teams.

Flowchart Project

The flowchart is a feature that enables users to create automated workflows using decision tree logic to generate a chatbot, with the aim of optimising the workflow for legal professionals.

However, following the release of a Beta version of the flowchart, we received feedback that users were experiencing difficulty in understanding the connections between messages in the flowchart, particularly for more complex bots. Further research revealed that the main issue was that the flowchart did not follow a grid structure, making it difficult to visualise the decision tree and identify issues with logic or broken connections. This did not meet our goal of making the process faster and easier for users.

In response, we completely restructured and rebuilt the flowchart with a focus on 'intuitive visual logic.' This included updates such as advanced visual logic to automatically organise messy decision trees, intelligent connections, improved navigation with search and zoom capabilities, and visual cues and prompts to reduce errors and bugs in the logic. This enabled us to achieve our aim of making the process faster and more user-friendly for legal professionals.

As the product designer on the team, I was responsible for:

  • analysing user insights to identify pain points and goals
  • defining user journeys and wireframing solutions
  • testing designs and iterating on feedback
  • creating high-fidelity designs for production
  • planning and designing the future state of the feature.

Document Editor Project

I was part of the team that developed Josef's web-based document editor. Our goal was to address the pain points of document automation for legal professionals by creating a solution that could handle complex MS Word documents while providing a user-friendly experience. Our research showed that document automation was divided into two forms: web-based and Word-based, each with its own limitations. Our goal was to eliminate a significant pain point by allowing users to apply automated logic to template documents without having to spend time fixing the formatting, which often becomes disrupted during the process.

Our solution was to replace a basic open-source rich text editor with a more complex document editor built into Josef's user interface, allowing legal professionals to easily upload and manipulate their MS Word documents, apply the logic already defined by the bots they had set up in Josef, insert responses, embed rules, and add hyperlinks – all while retaining the document's original formatting and styling when exported. 

As product designer, I was responsible for:

  • understanding and defining the primary user frustrations
  • working closely with the developers on technical possibilities and limitations
  • mapping out user experience scenarios and flows
  • designing the new document editor components and interface.

Website Redesign

As Josef was a rapidly growing startup with an evolving product and expanding customer base, there was a need to redesign the marketing website to better reflect and accommodate the expansion.

My process included gathering information on the target audience, competitors, and industry trends to inform the redesign. I worked closely with a team to understand the goals and objectives of the redesign, identify any issues with the current design and plan the information architecture, content, and sitemap.

I then created wireframes and mockups to bring the new design to life, including page layouts, colour scheme, typography and other visual elements. I collaborated with developers to finalise all technical components and assets required for the build. To ensure a seamless user experience, the website was tested on various devices and browsers before launch. The final product was launched and received positive feedback from the users.

Deliverables

User interface (UI) design

User experience (UX) design

Research and user testing

Web design

Visual assets

Branding quality assurance

Presentation templates

Broader design support & guidance

Other work

Want to create something together? Drop me an email.