B2B SaaS · LegalTech · Workflow-critical system

Designing accurate and reliable workflows for legally critical systems

Client:

Casedo

Domain:

LegalTech (B2B SaaS)

Role:

Senior Product Designer

Focus:

Casedo Case Management Platform. Live product, legacy codebase

Status:

In market

Link:

Casedo Demo

Casedo is a LegalTech case management platform used by legal teams to organise, track, and manage large volumes of case documentation. Design decisions in this space directly affect accuracy, efficiency, and trust. I led design improvements across core workflows in an established product, focusing on reducing cognitive load, improving system clarity, and supporting confident, error-resistant use.

B2B

SaaS

Systems thinking

LegalTech

Workflow optimisation

LegalTech

Designing

accurate and reliable workflows for legally critical systems

Challenge

Legal case-management systems prioritise correctness over convenience. Users rely on predictable workflows, accurate organisation, and consistent system behaviour, often under time pressure and regulatory responsibility.

Legal case-management systems prioritise correctness over convenience. Users rely on predictable workflows, accurate organisation, and consistent system behaviour, often under time pressure and regulatory responsibility.

The challenge was to improve an existing platform while respecting established operational practices, working within technical limitations, and avoiding disruption to critical enterprise workflows. The goal was not transformation for its own sake, but measured improvement that could scale responsibly.

The challenge was to improve an existing platform while respecting established operational practices, working within technical limitations, and avoiding disruption to critical enterprise workflows. The goal was not transformation for its own sake, but measured improvement that could scale responsibly.

My role &

scope

I worked as the lead designer on the project, collaborating closely with engineering and product stakeholders.

My responsibilities focused on:

  • Reducing friction in high-frequency workflows

  • Shaping scalable, repeatable governance patterns

  • Improving information hierarchy and navigation

  • Designing within a restrictive legacy codebase

In LegalTech, incorrect case organisation isn’t a UX issue, it’s a legal risk. The existing system increased error rates and slowed teams under regulatory pressure. We deliberately avoided a full IA overhaul to minimise disruption in a live legal environment.

What I shipped

  • Redesigned core case organisation and navigation workflows used daily by legal teams managing large volumes of documentation. I Delivered changes incrementally within a legacy codebase, working closely with engineering to ensure system stability.

  • Shipped clearer information hierarchy and predictable interaction patterns to reduce cognitive load and error risk.

  • mproved workflow efficiency in high-frequency tasks, resulting in up to 60% reduction in case-organisation time.

  • I Delivered changes incrementally within a legacy codebase, working closely with engineering to ensure system stability.

Improving case

organisation

workflows

I redesigned key navigation and organisational elements to reduce the time and effort required to structure and manage case files.

I redesigned key navigation and organisational elements to reduce the time and effort required to structure and manage case files.

Changes focused on:

Changes focused on:

  • Clearer hierarchy

  • Clearer hierarchy

  • Reduced visual noise

  • Reduced visual noise

  • More predictable interaction patterns

  • More predictable interaction patterns

Outcome: Internal measurement showed a reduction of up to 60% in case-organisation time, improving daily efficiency for legal teams.

Outcome: Internal measurement showed a reduction of up to 60% in case-organisation time, improving daily efficiency for legal teams.

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Designing

within

technical

constraints

  • Positive stakeholder feedback

  • Improved confidence in internal tooling

  • Clearer governance and oversight patterns

  • Follow on engagement to explore future R&D initiatives

  • Impact was measured through trust, clarity, and adoption rather than surface-level change.

In legal systems, design success is measured less by delight and more by reliability. My approach prioritised predictable interactions, reduced ambiguity, and clear system feedback.

Working within

real constraints

  • Live product with continuous updates

  • Live product with continuous updates

  • Strong marketing influence on visual decisions

  • Strong marketing influence on visual decisions

  • Partial ownership of features

  • Partial ownership of features

  • Backlog prioritisation and deprioritisation

  • Backlog prioritisation and deprioritisation

  • Trade-offs between ideal design and delivery

  • Trade-offs between ideal design and delivery

Progress came from presenting clear options, advocating for accessibility and clarity, and supporting delivery within technical realities.

Progress came from presenting clear options, advocating for accessibility and clarity, and supporting delivery within technical realities.

Outcome

  • Reduced time spent organising legal cases by up to 60%

  • Reduced time spent organising legal cases by up to 60%

  • Improved clarity and predictability across core workflows

  • Improved clarity and predictability across core workflows

  • Maintained system stability in a high-risk environment

  • Maintained system stability in a high-risk environment

The product was shortlisted for Legal Week Innovation Awards and UK App Awards (B2B category).

The product was shortlisted for Legal Week Innovation Awards and UK App Awards (B2B category).

Retrospective

  • Not all impactful design work is visually expressive

  • Not all impactful design work is visually expressive

  • In regulated systems, restraint is a design skill

  • In regulated systems, restraint is a design skill

  • Correctness and predictability build long-term trust

  • Correctness and predictability build long-term trust

  • Senior design impact often comes from what you don't change

  • Senior design impact often comes from what you don't change

Casedo is a live LegalTech case-management platform used by legal teams in the UK.

Casedo demo

Casedo demo

Casedo is a live LegalTech case-management platform used by legal teams in the UK.

Want to know more?

If you're working on something complex, constrained, or high-stakes, I'd be interested to hear about it.

Copy email

Connect on LinkedIn

Currently available: For selected projects starting Q1 2026

© Sam Jones 2026

Want to know more?

If you're working on something complex, constrained, or high-stakes, I'd be interested to hear about it.

Copy email

Connect on LinkedIn

Currently available: For selected projects starting Q1 2026

© Sam Jones 2026

Want to know more?

If you're working on something complex, constrained, or high-stakes, I'd be interested to hear about it.

Copy email

Connect on LinkedIn

Currently available: For selected projects starting Q1 2026

© Sam Jones 2026

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