Problem

In a crowded case management software market, CasePacer had to update the design, branding, user experience, and front end architecture to appeal to a larger audience. Additionally, they wanted to expand their offerings to include an app to enable firms to better collect case information from plaintiffs.

Solution

We planned a continuous improvement strategy, upgrading CasePacer’s platform one section at a time. We started with market research and stakeholder interviews to make tangible improvements to the user experience, visual design, front-end, data integrity, and reporting. In addition we designed and developed iOS and Android apps that allow plaintiffs to input their own information directly into their case.

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Bootstrap 4 Theming

We leveraged Bootstrap's theming capabilities to build components that could be displayed with both the legacy platform's theme as well as the new modern theme, without any code duplication. This allowed us to improve existing product while still working toward the new release.

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CI with Legacy Product

CasePacer is a massive, complex application that has been under active development for 10+ years. Our goal with the platform redesign was to preserve all of the thought and effort that's gone into the product over the last decade, while updating the UX and UI to match the current decade.

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GraphQL

We worked with CasePacer's internal development team to transform their legacy .NET backend into a modern GraphQL server. This allowed us to leverage the platform's existing data models and business logic, while allowing us to develop a new React front-end built using Next.js.

Theming for
continuous releases

We built our react components with bootstrap theming in order to implement new features that visually match the existing CasePacer styles while concurrently building out new styles for an upcoming 2.0 release.

User Research

Throughout the project, we conducted user interviews with key stakeholders to learn more about their workflow and pain points with the existing system. These conversations informed our updates to the platform.

Roger

Founders Law Group,
Partner

Firm wide analytics and reporting capabilities

Robust time tracking, invoicing, and billing functionality

Training material and configuration documentation

Regina

Montgomery Law,
Attorney

High level summary of case status, finances, and important dates

Flexible search and filter options

Customization for firm specific workflows and documents

Kara

Paralegal,
Morris Law

Quick navigation between cases and sections

Simplified data entry with easy to understand forms fields

Well structured case documents and contacts

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Design System

We extensively compiled and documented our UI/UX into a design system including color, custom icons, text, grids, forms, document management, calendars, buttons, interactions

Intake App

Casepacer and its clients needed a way to capture information about plaintiffs directly without time-consuming phone calls. We designed and built an Android, iOS and Web app that allow clients to download and fill out dynamic questionnaires created in Casepacer. Since the launch of the Intake app, Casepacer has improved data consistency and saved hundreds of hours manually inputting client’s case details.

Intake App InterFace

Build Forms

The form builder makes creating and reorganizing questions a painless process. Each question and page can be dragged and dropped to a new position. Conditional logic can be used to determine whether follow-up questions are displayed.

Intake App form builder interface

Create Questions

A range of question types (text, date, currency, multiple choice, file upload, etc.) make the forms easily adapted to any scenario. The administrator can map each answer to a database field in the client’s case, eliminating time spent performing data entry.

Create question interface

Secure Authentication

We introduced a secure sign-in process using
our open source library, redux-auth.

Signing in InterFace

Case Index

The case index is the main directory of all the firm’s cases. The case view is highly flexible and can be configured based on a user’s preferences.

Case Index InterFace

Billing

We created a new billing section that gives admin users the ability to create new credit card and ACH payment methods, process payments online, and view historical invoices.

Billing InterFace
Stripe Logo

We integrated with the Stripe API to setup payments for customers. This allowed the firm to track their payments, collect card information, and submit the payment to Stripe for processing without leaving the CasePacer billing system.

Contacts

Contact management is an ongoing task
while running cases. We simplified the contacts
section, speeding up frequent user actions
for creating, editing, and merging duplicate
contacts.

Contacts InterFace

Expenses

Expenses are essential for getting insight into the financial
health of the case. We created a way to link expenses to their
associated case items and aggregate them into meaningful data.

Expenses interface

Litigation

We identified a need for tracking court pleadings and their associated documents
during the litigation phase of a case. The searchable / filterable timeline view
allows an attorney or paralegal to single out specific litigation items while maintaining
a clear view of the case as a whole.

Litigation interface

Documents

We remade the documents section to support any document for any firm.
Folder structures can be set by default or imported into the case. As documents
are uploaded through the case phases, they are tagged for easy future retrieval.

Documents interface