Lack of Error Prevention

There is no error prevention when updating field values, leaving users unaware of unpopulated changes.

More Recall than Recognition

Due to the lack of button labels and the use of multiple buttons with the same icon, users may have difficulty remembering the purpose of each button.

Cognitive Dissonance

There are certain areas in the add-in where the behavior is not as expected, leading to a disruptive user experience.

KEY USER PAIN POINT

Woodpecker's learning curve is steep for non-tech-savvy attorneys.

I hosted an interactive user journey session to discover users' pain points and needs with document automation and their thoughts on the Woodpecker integration.

When asked how Woodpecker could assist them with their current journey, most participants stated that while it is a helpful tool, learning how to use it takes time, a luxury that attorneys don't have.

I'm hoping that Woodpecker is a little bit more user friendly. You know, I'm a lawyer. I'm not a computer guy.”

— David, Family Law Attorney

KEY USER NEED

Users need a way to insert the MyCase contact data of different individuals into Woodpecker templates.

In legal practice, documents often involve multiple parties. While users can map MyCase contact data to a contact field in the template, it doesn't indicate the specific contact, and there's no way to distinguish contact fields for different people.

INTUITIVE

I redesigned Woodpecker UI to be more accessible and efficient.

I changed the main field list page to improve user accessibility and efficiency. Specifically, I increased the size of the "Insert" and "New Field" action buttons to make them more visually prominent.

Additionally, I created a new instance navigation for "Show instances" to better group related information and provide users with a faster way to view field instances.

INTUITIVE

Improved Feature Discoverability

The Auto-Template feature, now more visible, boosts efficiency by scanning and generating document fields. It offers three dashboard entry points: saved templates, auto-scan, and custom templates. An icon toggle in the document header aids quick access to field instances, enhancing workflow speed.

REDUCE LEARNING CURVE

Early Error Prevention

• With the persistent menu icon, the MyCase icon becomes more obvious and consistent in its position, indicating it is a mapped MyCase field.
  

• The footer banner serves as a reminder to users, notifying them of any unpopulated fields that have been changed. This helps prevent any unnoticed inconsistencies.
  

STREAMLINE EXPERIENCE

Enable users to map contact fields to different contacts.

To facilitate multi-contact mapping, I sought a way to abstract a property that users could reuse for all documents while distinguishing different contacts.

On MyCase, there is a contact role feature that help users identify a contact’s role in a specific case. I utilize this feature and created a new field property for contact role.

When you choose a MyCase contact field in this design, a contact role selection will appear, allowing users to specify the role of the contact.

With the contact role feature, users only need to select a contact once, and all fields will be auto-populated. Additionally, the selection will already be pre-filled if they have previously linked a contact to this role.

USER FEEDBACK

Users' mental model is different than the proposed information architecture.

User’s mental model is to have auto-scan as a feature under the build template flow.

‍Solution:
Display “Build a New Template” and “Search for Saved Templates” as the two dashboard options. And having auto scan and create custom field within “Build a New Template”.

USER FEEDBACK

Users want the fields displayed in the same order they were created.

When users populate a template from MyCase, they want to see the fields displayed in the creation order. 

If there are multiple contacts under a specific role, users should be able to choose which contact they want under this role for this document.‍

Solution: I created a separate "Assign Contact Role" step in the population process. I defined the behavior for the various assignment scenarios and displayed the fields in the creation order in the "Populate Template" step.

STREAMLINE EXPERIENCE

I streamlined MyCase's document creation workflow with contact role mapping.

Users can now easily populate data for multiple contacts to their documents, resulting in a significant improvement in workflow efficiency and an increase in the value of the add-in.

STREAMLINE EXPERIENCE

Echoing the MyCase branding.

I updated the theme color palette from the Fluent UI system to reflect the new MyCase branding. Other elements such as grayscale, typography, and status colors will remain unchanged to minimize development efforts.

STREAMLINE EXPERIENCE

MyCase Account Login

Users log into the Woodpecker add-in using their MyCase account. Woodpecker is now named Advanced Document Automation, aiming to create a seamless integration that makes users feel like it's an integral part of the MyCase platform.

INTUITIVE

Improving Readability

• Highlight auto-scan result fields and indicate field instances.
  

• Highlight the instances of the focused field upon clicking.
  

• Enhance accessibility and ease of navigation with a shortcut.
  

• Provide contextual support with tooltips.
  

INTUITIVE

Manage User Expectation

• Added a download icon to clarify the action upon clicking the template name.
  

• Renamed "Document Collection" to "Saved Templates" to align with users' language.
  

• Grouped actions in a hover menu for improved scalability.
  

• Modified button copy and established a button hierarchy with primary vs. tertiary button styles.
  

INTUITIVE

Improving Efficiency

• Recognizing the significance of editing field information as a key user flow, I introduced a quick edit shortcut to enhance efficiency.
  

• I organized MyCase fields into familiar categories, aligning them with the structure in MyCase.
  

• I empowered users to assign roles to contacts, enabling seamless auto-population of all relevant contact information when populating fields from MyCase.
  

REDUCE LEARNING CURVE

Onboarding Tutorial

Through the onboarding tutorial, I have significantly reduced the user learning curve by introducing core workflows of creating, inserting, and editing field data and populating fields. Furthermore, I've introduced the quick edit shortcut to raise awareness of the new feature.

REDUCE LEARNING CURVE

Providing Contextual Help

I've ensured users feel confident in understanding and optimizing our functionalities for an improved workflow. I've implemented contextual tooltips where they might need product explanation.