AN AI WORKSPACE THAT TAKES DOSSIER ADMIN OFF LAWYERS' HANDS

AN AI WORKSPACE THAT TAKES DOSSIER ADMIN OFF LAWYERS' HANDS

Role

Product designer

Team

CEO, 4 developers, 1 designer

Timeline

Feb 2025 – Feb 2026

Status

Shipped

Services

RESEARCH

AI WORKFLOWS

DESIGN SYSTEM

STAKEHOLDER MANAGEMENT

Overview

LexFriend is an AI workspace that helps lawyers structure cases, draft documents and prioritise actions. I designed its AI interactions for legal work, and used Claude in my own process to benchmark the dossier wizard.

18

legal processes grouped into 6 domains

3 → 1

separate tools brought into one workspace

9

fixes in the dossier wizard, no extra steps

2

law firms researched, each with 10 to 20 staff

01

Context

Built while it shipped

• Constraints

Design and development ran in parallel

Every change had to fit a running sprint, without launch metrics.

Legal accuracy came first

AI output ends up in client work and billing, so the lawyer confirms every result before it is saved.

Desktop first

Lawyers work at a desk, with documents side by side.

02

Role

My role

As the only designer, I owned research, interface direction and the design system, from first interviews to handover.

I decided

How the design system was built

Which flows to redesign first

Not my call

Product roadmap

AI model choices

Backend architecture

03

Research

Three tools, no shared context

I interviewed lawyers and secretaries at both firms. They described one problem: work scattered across tools, and dossiers only their creator could follow.

• Key findings

Three separate tools

Email, dossiers and documents lived in separate tools, so none showed the whole case.

No shared context

Secretaries had to interrupt a lawyer for case context.

Unbilled hours

Time was logged afterwards, so billable work went missing from invoices.

Legal process blueprint

I mapped the legal process end to end.

18 processes in 6 domains. With stakeholders, I used it to decide which domains to improve first.

04

Foundation

The foundation, sprint by sprint

Sales-driven features came first, while the UI foundation for dossiers, documents and communication fell behind.

• Decision

I built the design system inside feature work, and agreed with the team that every sprint still shipped a visible feature.

• Result

140 colour variables, 36 typography styles, 2 breakpoints.

Variable structure

Without foundation

With foundation

Semantic tokens in use

05

AI in the product

Predictable before flexible

01. Time registration

Lawyers log time by typing a short note to the AI assistant, which turns it into a time entry they confirm before it is saved.

• Decision

One fixed note format, because the model couldn’t yet read free phrasing reliably.

• Trade-off

Less flexible, but lawyers stopped filling in time forms by hand.

• What followed

Once the model handled free phrasing, the same input took voice.

Time registration in the AI assistant: a fixed note format, confirmed and added to the timesheet

Time registration in the AI assistant: a fixed note format, confirmed and added to the timesheet

Time registration in the AI assistant: a fixed note format, confirmed and added to the timesheet

02. Dossier summary

One summary of status, financials and next actions, so lawyers and secretaries work from the same picture.

• Decision

One summary for both roles; two views would have kept the information gap open.

• Trade-off

A summary is only as good as the dossier data behind it.

Dossier summary: status, financials and suggested next actions, generated in one view

Dossier summary: status, financials and suggested next actions, generated in one view

Dossier summary: status, financials and suggested next actions, generated in one view

06

AI in my process

Claude compared, I decided

I redesigned the dossier wizard first, then used Claude to test it against seven competitor flows. Claude compared; I decided.

How the benchmark worked

• My question

Does billing belong in creating a dossier at all?

• Compared

My redesign against Xero, Upwork, Jobber, Midday, Toggl Track, Revolut Business and Mercury, on the same 11 points.

• What Claude did

Through the Figma and Mobbin MCP servers, Claude pulled real competitor screens into Figma, grouped the patterns and turned gaps into recommendations tied to their source screens.

Before my redesign: a bare progress bar, and Cancel as the only way out.

My redesign next to seven competitor flows, on 11 points.

How Xero, Upwork and Midday handle drafts, review and billing.

Claude’s output: strengths, gaps and recommendations.

What I kept, took and turned down

The benchmark confirmed four of my choices: named steps, labelled optional fields, billing as cards and a review that follows the steps. Three decisions show where I came in.

Research + Claude

01. Save as draft

• From research

I watched people start over because a half-finished dossier couldn’t be saved.

• From the benchmark

Claude recommended Save as draft and a Drafts tab, as in Xero and Upwork.

• My decision

I added both: Save as draft on every step, and a Draft tab in the overview.

Before: Cancel is the only way out of the wizard.

Before: Cancel only.

After: Save as draft sits next to Cancel, on every step.

After: Save as draft next to Cancel.

After saving: a Saved as draft message with Undo, and the draft waits in its own Draft tab in the dossier overview.

Saved drafts get their own tab, with Undo right after saving.

Claude, adapted

02. An ‘Edit’ on every row

• From the benchmark

Claude recommended an Edit on every review row, editing in place.

• My decision

I took the Edit per row, but each one jumps to its field in the step. Editing in place would have duplicated the form logic; jumping back reused the forms we had.

Before: one Edit for the whole summary.

Before: one Edit for everything.

After: an Edit on every row, each going straight to its field.

After: an Edit on every row.

Claude, not followed

03. Billing stays in the wizard

• From the benchmark

Claude’s main advice: move billing out of the wizard and drop Skip for now.

• My decision

I kept billing in, but optional. Research had shown unbilled hours, so the wizard asks at creation. But at intake a secretary can’t always choose: sometimes the lawyer decides later, via Edit dossier.

Before: the billing type is hidden in a dropdown.

Before: billing hidden in a dropdown.

After: billing types as cards with a one-line explanation, and the step marked optional.

After: billing types as cards, step marked optional.

After: four steps, nine changes.

07

Impact

What changed in the daily work.

• Before

• With LexFriend

Before

3 tools, none showing the whole case

• With LexFriend

1 workspace

• With LexFriend

1 workspace

Before

Time logged afterwards, hours missing from invoices

• With LexFriend

Logged in one note, confirmed by the lawyer

• With LexFriend

Logged in one note, confirmed by the lawyer

Before

Case context only in the lawyer’s head

• With LexFriend

1 summary for lawyer and secretary

• With LexFriend

1 summary for lawyer and secretary

08

Reflection

Map the transitions earlier

I would map critical workflows end to end earlier, including business rules, permissions and exceptions. In modular SaaS, the risk sits in the transitions between parts.

• Key learnings

Keep the lawyer in charge

Confirmation before automation.

Consistency is a speed argument

Framing the foundation as speed got the organisation on board.

Design for today’s model

Scope AI to what works reliably now, then add flexibility.