Find Attorneys Faster
Find Attorneys Faster
Cartiga - Legal Wizard
Senior Product Designer / Creative Lead
My Role
I served as Senior Product Designer, collaborating with marketing, engineering, and operations to overhaul the attorney finder and intake experience. Our tight team included a product manager, CRM specialist, and key attorney stakeholders. I facilitated workshops, prototyped solutions, and presented work in weekly stand-ups, integrating feedback from all sides.
Success Goals
Clarify
Intake Process
Increase
Quality Leads
Accelerate
Connections
Optimize
Data Accuracy
Enhance
CRM Implementation
Improve
User Satisfaction
Find Attorneys Faster
Cartiga - Legal Wizard
Senior Product Designer / Creative Lead
My Role
I served as Senior Product Designer, collaborating with marketing, engineering, and operations to overhaul the attorney finder and intake experience. Our tight team included a product manager, CRM specialist, and key attorney stakeholders. I facilitated workshops, prototyped solutions, and presented work in weekly stand-ups, integrating feedback from all sides.
Success Goals
Clarify
Intake Process
Increase
Quality Leads
Accelerate
Connections
Optimize
Data Accuracy
Enhance
CRM Implementation
Improve
User Satisfaction
Simplifies Attorney Selection and Intake.
Simplifies Attorney Selection and Intake.
Simplifies Attorney Selection and Intake.
Approach
User & Attorney Insights
Conducted interviews and analyzed user behavior to understand pain points for both prospective clients and attorneys. Mapped critical touchpoints and gathered feedback to prioritize improvements.
Simplified Intake
Redesigned the intake form with clear steps, dynamic logic, and accessible language. Questions adapt to the user’s situation (depending on accident type/location), making the process faster and less overwhelming.
CRM Integration
Worked with developers to connect the form with a custom CRM, so attorneys could seamlessly track, manage, and follow up with leads. The dashboard supports lead status, document management, and communication.
Injury lawsuits. Made simple.
Injury lawsuits. Made simple.
What Does the Product Do?
Simplifies attorney selection, intake, and funding requests by guiding users through an adaptive questionnaire and automating attorney CRM workflows.
Project Overview
Cartiga needed to convert more website visitors into qualified legal leads while making the process seamless for both clients and attorneys. High drop-off rates in the intake process and clunky, manual CRM workflows were limiting growth and attorney satisfaction..
Kickoff & Collaboration
We launched with a discovery sprint, bringing together product, legal, engineering, and marketing. Alignment sessions clarified user needs and business goals. Throughout, I demoed designs for stakeholders, attorneys, and engineers, collecting feedback asynchronously and in team reviews.
Problem & Assumptions
Prospective clients struggled with confusing forms and long response times. Attorneys lacked visibility into client status and funding progress. We assumed that more intuitive forms and real-time CRM integration would improve lead quality and reduce bottlenecks.
Process & Validation
Audited analytics and feedback to pinpoint drop-off in the intake flow.
Interviewed users and attorneys to surface specific pain points and wish-list features.
Prototyped and tested a dynamic form with conditional logic, shortening the path to completion.
Designed a CRM dashboard for attorneys to track client intake and funding requests.
Iterated based on user testing and attorney feedback, A/B testing new flows and messaging.
Decision-Making & Feedback
Decision-making was collaborative, with legal, product, and engineering signing off on all key changes. User/attorney interviews, biweekly reviews, and team retros ensured alignment and continuous improvement.
Impact & Results
Qualified leads increased by 20% and user drop-off fell by 35%. Attorneys reported higher satisfaction with the CRM, and more funding requests moved to approval faster.
Reflection
This project reinforced the value of co-creation with both users and internal teams. By focusing on real attorney/client pain points, we built a system that works for everyone—not just the business.
"Our redesigned intake experience led to a 20% increase in qualified leads and a 35% reduction in user drop-off."
A streamlined mobile onboarding experience makes it easy for clients to start their case from any device.
A responsive CRM dashboard empowers attorneys to manage leads and track case status on the go or at their desk.
Seamless document upload enables attorneys to quickly submit and monitor funding requests in one place.
Next case
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