Navvable creates SaaS solutions for immigration law firms. Their product was built on an easy-to-use dashboard that centralized the tools their clients in the legal industry needed.
Client
Navvable
Industry
Immigration Law
Role
Tool
Figma
Scope of Work
Dashboard
UI/UX
Prototyping
Software
THE NEED
Navvable creates SaaS solutions for immigration law firms. Their product was built on an easy-to-use dashboard that centralized the tools their clients in the legal industry needed.
Navvable had a down-to-earth team who expressed the unique challenge for their industry: catering to law firms means that the tools they create need to be easy to use but without compromising the functionality that would make them indispensable to their clients.
Navvable felt that their current system was incomplete and unattractive, costing them trust with their current customers and impacting their ability to bring in new ones.
THE CHALLENGE
Navvable came to me with a targeted agenda of needs:
1.
Creating a simple dashboard that is easy to navigate.
2.
Including features like downloading and signing documents, and creating ‘Matters’ and sending emails without leaving the platform.
3.
Setting up the entire package to be attractive and professional.
RESEARCH
RESEARCH
I led user interviews with 8 participants (5 potential users and 3 users using a competitor) with a variety of needs around immigration software. Key needs and priorities identified include:
🔔
Feature-Rich Software
The immigration process is complex and users want to do everything from big to small on the platform such as sending forms and getting documents signed.
🧩
Staying within platform
Switching between software leads to errors and confusion so users want to keep all tasks on the platform so it can be monitored and reviewed seamlessly.
🛠️
Room for Exceptions
Not every case will be same and users do not want to be limited by a strict software that will block progress. Users need to be able to customize or make exceptions easily.
🛟
Error-Proof
Users are worried about missing important steps so a platform that serves as a concise checklist and hub to check the status of a case is vital.
I structured the dashboard along the 4 main areas Navvable wanted to highlight:
1.
Adding entities and individuals
2.
Signature Retrieval flow
3.
Creating a new 'Matter" flow
4.
I sought to emphasize the qualities users had focused on in each of these areas during the user interviews.
MVP
Immigration law firms need to harness the complexity of their clients quickly. As a result, structuring the Individuals tool of the dashboard needed to be easy-to-understand and intuitive.
Creating a centralized, searchable, and easily editable data entry design would inspire confidence in demos and for new users. I built a top-down hierarchy that made toggles for Entities and Matters obvious.
I also made cross-referenced information such as Related Individuals and Internal Notation easy to access.
HIGHLIGHTS
Centralizing the complex form structure was a feature I created as a suggestion. Rather than relying on 3rd-party entities for forms and signatures, flows for uploading signed documents and signing forms guidance would be a valuable upgrade.
The top screen shows a highly structured and guided form-by-form flow for signatures, telling the user what to print and where to sign. This was matched with clear buttons and navigation for saving progress.
The bottom screen shows the upload page with the ability to view, add pages, refresh, and delete documents.
MVP
Navvable thrives on cross-referencing individuals, forms, and the legal and governmental entities involved easily. They do so by creating high-level action requests called “Matters”.
Creating a Matter needed to be documented, pull previously entered individual information and form uploads, and be highly trackable in the dashboard.
The 4 screens here demonstrate the 1-2-3 step process of Matter creation, from form selection, entering recipient information, and the resulting database of distinct Matters.
MVP
Each Matter is complex with many moving parts that are easy to lose track of. Here I created a centralized checklist where users can see outstanding actions and enable them to act on them right away.
Below the Matter details, I added an Assign Signatories button to bring all important stakeholders easily onto a Matter. With all individuals and entities already in the Navvable database, adding signatories and sending documents to them is easy and error-proof.
