Streamlining Subscription & Investor Onboarding

PROJECT OVERVIEW

TIMELINE

1 Month

ROLE

UI / UX Designer

TOOLS

Figma

PLATFORM

Web Application

As the UX Designer, I led the interface design for a law firm web app, turning research insights into a seamless experience tailored to lawyers and investors through cross-functional collaboration.

The Challenge

Designed a user interface that aligned with the needs of legal professionals and investors.

Collaborated with developers and stakeholders to ensure the final design was both functional and impactful.

Balancing a polished, trustworthy design with ease of navigation based on user research findings.

Ensuring the interface clearly communicates complex legal information in an accessible way.

The Solution

Designing a user interface for a law firm web app required translating detailed research insights into a professional, user friendly experience that meets client expectations and supports legal service delivery.

Lawyer List Screen

Using the interview feedback, I used it as a guide to identify the key features needed for the app, including the ability for lawyers to create companies and add directors.

Upload Additional Documents

The design to seamlessly integrate additional documents for each investment round and investor type, providing a flexible, user-friendly experience. With customizable options, users can easily tailor documentation to meet specific requirements, such as regulatory compliance or unique contractual needs. The interface ensures that adding and managing documents is intuitive, streamlining the investment process for both lawyers and investors. Visual cues and organized workflows make document management clear and efficient, helping users maintain control and stay on top of their tasks with ease.

Lawyer Configures Documents To Send

The UI is designed to allow lawyers to easily send required documents to clients and track their status in real-time. The interface provides clear notifications and progress indicators, enabling lawyers to see whether documents have been viewed, signed, or are still pending. This streamlined design ensures that managing and following up on legal documents is intuitive and efficient, reducing administrative burden and improving workflow visibility.

Investor Screen

The UI enables investors to easily qualify themselves by adding their entity information and completing a streamlined questionnaire. Designed for clarity and efficiency, the interface guides users through the process with simple input fields and step-by-step instructions. The intuitive design ensures that the qualification process is quick and user friendly, allowing investors to complete their submissions with confidence while maintaining compliance with relevant regulations.