Back
Small firm lawyers spend 40% of their time on non-billable tasks.
Instead of focusing on practicing law and generating billable hours, a significant portion of small law firm owners' time is taken up by non-billable operational and repetitive tasks, such as communication, data searching, and business management, resulting in profit loss.
MyCase helps small to mid-sized law firms streamline practice management.
Key user types include lawyers, paralegals, and office managers. A common need among these users is to enhance the efficiency of practice management.
.png)
.png)
.png)
Market research
Drawing Inspiration from AI in SaaS
I analyzed how existing tools integrate AI to enhance user value, focusing on embedded AI solutions in SaaS platforms to inspire MyCase workflows.
* Common AI usages analysis (examples of AI text editing)
* ChatGPT user interface analysis
User survey & interviews
Exploring User Needs and Opportunities
I conducted a survey and 5 interviews to uncover user needs and frustrations in legal workflows, exploring AI solutions with users.
1. How are users currently using AI?
2. Which aspects of their legal workflows do users believe could be enhanced by AI?
3. What concerns do users have around AI?
*Survey questions on user persona, needs, and pain points
*User interview snapshots
.svg){kind=icon}
User Needs
"Help me pick up more high-value client work by streamlining tedious tasks."
• Lawyers: Need tools to manage extensive legal documents, summarize cases, and extract insights, emphasizing AI reliability for trust and professionalism.
• Paralegals: Need automation for tasks like drafting and text editing to boost efficiency and ensure accuracy.
• Office Managers: Aim to streamline workflows and communication within the firm and with clients.
utilize AI to reduce non-billable hours for lawyers, boosting their efficiency on high-value client work?
Allow lawyers to focus on practicing law rather than managing their firms.
Empower lawyers with AI to streamline workflows, enhance productivity, and ensure accuracy, allowing focus on client-centered work.
.svg){kind=icon}
Reduce the time users spend on routine tasks
Focus on client work and maximize billable hours
Provide users with full control over AI outputs
Prevent unintended overwriting of existing data
Seamlessly contextualize AI within MyCase workflows
Leverage existing data to provide actionable insights
Improve efficiency on routine tasks
Customizable document summary templates
Customizable summary templates streamline the extraction of key information from lengthy legal documents, allowing users to tailor AI-generated summaries to highlight specific details like guardian designations or payment terms.
Reduce non-billable time on messaging
AI text editing with passive suggestion
AI Text Editing refines communication by enhancing grammar, tone, and translation, particularly benefiting immigration lawyers. It emphasizes editing over drafting, ensuring precision and user consent before implementing changes.
*Text editing action menu
*I ideated passive suggestion as an alternative interaction
Improve operational efficiency
Automated task and event generation
AI-powered task and event generation suggests tasks and events from text, streamlining workflows for office managers by tracking to-dos and deadlines efficiently. It reduces manual effort while allowing user review and approval.
*I ideated 3 interaction patterns for AI task and calendar event generation
Improve efficiency on routine tasks
AI Workflows
Automates routine tasks like creating tasks, events, and document requests when a case opens, saving time and increasing efficiency.
*Streamlining different tasks with automatic workflow creation based on previous case timeline
Quantitative
214 usability testing survey responses
Qualitative
8 user testing calls
*Maze prototyping test
*User testing calls
Doc Summary - Identified Issue
Meeting user expectation
Users expect document summaries when clicking titles, so I added direct links on detail pages and kept the AI icon on list pages for quick access. Testing also showed users lack trust in AI summaries, so I added a citation popover for verification.
*Many users click into the document details page to find the doc summary
Text Editing - Identified Issue
Interaction clarification
Users were confused between inserting and replacing text in a text editing feature. I added a button that changes to 'replace' only when text is highlighted, preventing accidental overwriting.
*Interaction flow chart
Overall, users find these features very helpful and easy to use.
SUS (System Usability Scale) score: 87
Average Misclicks: 37.76%
Direct task success: 76%
Average ease of use: 4.5/5
*Prototyping test results for AI Document Summary
*Ease of use rating for text editing feature
With limited resources in both time and technology support, I strategically worked backward from the vision of implementing custom prompts, proactive insights, and workflow integration. This approach allowed me to establish a gradual yet consistent roadmap, ensuring AI integration across various workflows. It set the stage to provide contextual assistance wherever needed while maintaining flexibility to accommodate user input.
Faster Document Review with Document Summary
✅ Launched May 2024
AI-generated summaries help law firms quickly understand lengthy legal documents.
Save time on communicaiton with AI-powered Text Editing
✅ Launched Nov 2024
Enhance writing, adjust tone, and translate content with ease.
Chat with Case to quickly access data and switch context
🧪 Beta testing May 2025
Chat with Case lets users get quick answers to case questions using stored data.
Chat with Finances to streamline non-billable tasks
⚒️ In development May 2025
Easily manage law firm's financial health with insightful reports and proactive guidance.
In just three months, the launch of Document Summary and Text Editing significantly boosted the Legalweek campaign, achieving business goals, receiving positive feedback, and securing future AI investments.
Doc summaries are invaluable for my practice, offering efficiency without raising rates, crucial given the time constraints attorneys face.
— Sara, Attorney
That's ridiculously efficient. It's concise, it's easy to understand, and your potential is endless here. So I'm really happy with what you've done so far.
— Arinu, Attorney
86% retention (day 15)
75% self-reported positive feedback
79% self-reported positive feedback
40k documents summarized
4.8/5 usability rating
Currently in Beta testing phrase
*Press releases regarding MyCase and AffiniPay IQ
*2024 New York Legalweek
Angie Li © 2025. All Rights Reserved.
Hope for World Peace 💛
