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