Keith Jones | Product Designer

A B2B SaaS Platform Service

Case Study

Overview

ProSearch provides eDiscovery solutions that help legal teams manage large volumes of case data, documents, and communications. The existing experience was fragmented, making it difficult for users to efficiently navigate cases, review documents, and collaborate across teams.

Goal

Design a unified, scalable platform that simplifies case management, accelerates document review, and improves decision-making for legal professionals.

My Role

Product Designer (End-to-End):

Led product design from discovery → delivery
Created UX flows, wireframes, and high-fidelity UI
Designed dashboards, case management, and review workflows
Partnered with stakeholders and engineers in agile sprints
Delivered developer-ready specifications and prototypes

The Problem

Legal teams were facing:

Fragmented workflows across multiple tools
Inefficient document review processes
Poor visibility into case progress and status
Difficulty managing large datasets (thousands of files)
Limited collaboration across teams

The Solution

A centralized platform with:

Unified case dashboard for real-time visibility
Streamlined document review experience
Advanced filtering and search capabilitie
Role-based workflows for legal teams
Scalable architecture for large datasets

Dashboard Features

1. Case Dashboard

Overview of all active cases
Data Metrics Hierarchy
Quick access to activity
At-a-glance decision making

2. Case & Client Management

Structured case and client list view
Data Metrics Hierarchy
Bulk actions for efficiency
Quick access to activity
Designed for high-volume data handling

3. Document Review Experience

Data Metrics Hierarchy
Bulk actions for efficiency
Quick access to activity

4. Matter Review & Collaboration

Real-time collaboration across teams
Comments, mentions, and activity tracking
Contextual communication tied to documents
Eliminated reliance on external communication tools

5. Bulk File Upload & Processing

Processing status and error handling
Clear system feedback (success, failure, in-progress)
Designed for large-scale ingestion workflows

Design Process

1. Discover

Conducted stakeholder interviews
Reviewed existing workflows and pain points
Analyzed competing eDiscovery tools

2. Define

Identified core user needs:
Fast document review
Clear case visibility
Efficient collaboration

3. Design

Created low-fidelity flows and wireframes
Iterated on complex data tables and dashboards
Built high-fidelity UI in Figma

4. Prototype

Interactive prototypes for usability testing
Validated workflows with stakeholders

5. Evaluate

Refined based on feedback
Optimized navigation and filtering

6. Deliver

Provided developer-ready specs
Collaborated with engineering through implementation

Ideation

Portal Sketch

Portal

Dashboard Sketch

Dashboard

Key UX Decisions

Progressive disclosure to manage complex data
Consistent table patterns across the platform
Dark mode UI to reduce eye strain during long sessions
Keyboard-first interactions for power users
Clear system feedback for uploads and processing

Impact

Reduced document review time through improved workflows
Increased efficiency with bulk actions and filtering
Improved team collaboration within a single platform
Keyboard-first interactions for power users
Scalable design supporting large datasets

Tools & Methods

Figma (Design + Prototyping)
FigJam (Flows & Ideation)
Agile / Scrum (2-week sprints)
Usability testing + iterative feedback
WCAG 2.1 accessibility considerations

Takeaway

This project demonstrated how thoughtful UX design can transform complex, data-heavy workflows into intuitive, scalable experiences. By focusing on usability, performance, and collaboration, the platform empowered legal teams to work faster and make more informed decisions.