Designing smarter workflows for legal operations
Role
UX Designer
Timeline
6 months
Team
1 designers, 3 engineers, 1 PM
Year
2026
The challenge
Legal assistants spend a lot of time going through long invoices to determine spending and flag issues, if any. On a regular day, they spend 25% of their time just going through invoices and legal matters. To help put that time to better use, we decided to implement a AI first solution.
Process
Research & discovery
I worked closely with research team to conduct contextual interviews with legal specialists to map how invoices get read, where trust breaks down, and which data points drive decisions.
Information architecture
In the already exisitng invoice page, I introduced a "View AI summary" button at the top so the user could simply click on it rather than having to read the entire invoice.
Designing for trust
I understood and solved for the pain points gathered during discovery, and that helped decide what information shows up in the summary, ensuring trust doesn't break.
Validation
Interactive prototypes were tested with SMEs and legal specialists and iterated across several rounds before hand-off, with a shared component spec built on the Thomson Reuters Saffron design system.
Impact
30%
faster document processing
3x
faster legal assistants onboarding
+22
point lift in satisfaction (SUS)
Wireframes
Mockups
The new feature shipped as the new standard for Invoice reviewing, giving specialists a faster, more trustworthy workspace and setting the visual and interaction foundation for the broader platform.
Next project
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