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:
Client:
Casedo
Domain:
LegalTech (B2B SaaS)
Role:
Senior Product Designer
Focus:
Casedo Case Management Platform. Live product, legacy codebase
Status:
In market
Link:
Client:
Casedo
Domain:
LegalTech (B2B SaaS)
Role:
Senior Product Designer
Focus:
Casedo Case Management Platform. Live product, legacy codebase
Status:
In market
Link:
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.
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.
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
B2B
SaaS
SaaS
Systems thinking
Systems thinking
LegalTech
Workflow optimisation
Workflow optimisation
LegalTech
LegalTech
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 legal systems, design success is measured less by delight and more by reliability. My approach prioritised predictable interactions, reduced ambiguity, and clear system feedback.
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.
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.
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.
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 is a live LegalTech case-management platform used by legal teams in the UK.
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
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
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
Currently available: For selected projects starting Q1 2026
© Sam Jones 2026
