AI-powered legal-medical case management platform designed for attorneys, doctors, and admins. It streamlines client intake, automates document workflows, enables seamless provider collaboration, and offers complete operational control through dedicated portals.
Problem Statement
Managing injury-related legal cases that depend on medical records was slow, fragmented, and error-prone. Attorneys, doctors, and clinic staff were working out of email threads, PDFs, spreadsheets, and disconnected tools. Critical documents went missing, status updates were unclear, and teams wasted hours chasing information instead of moving cases forward. These gaps led to delays, duplicated work, and compliance risks on both the legal and medical side.
The Solution
We designed an AI-based legal-medical case management platform that brings everyone onto a single, structured system. Attorneys, doctors, and admins each get dedicated portals tailored to their workflows, all connected to a central case record. Intake is guided, documents are centralized and auto-organized, and AI assists with summarizing records and surfacing what’s important. The result is clearer visibility, faster turnaround times, and smoother collaboration across the entire lifecycle of a case.
My Role
As the sole Product Designer, I led the end-to-end design of this AI-based legal-medical case management platform. I partnered with founders, attorneys, and medical providers to define the product vision, understand cross-disciplinary workflows, and translate them into a clear, unified experience. Through rapid iteration and close collaboration with engineering, I designed dedicated portals for attorneys, doctors, and admins that streamline intake, documentation, and collaboration while staying aligned with compliance and business goals.
The Challange
The platform had grown into a patchwork of tools, processes, and outdated UI patterns that were difficult for attorneys and clinicians to navigate. Medical records, treatment updates, and case documentation lived across email, PDF attachments, EHR exports, and spreadsheets—leading to delays and confusion for every party involved.
1. Fragmented case workflows
Attorneys and doctors were working in different systems, with no shared visibility into case progress or medical records.
2. Heavy manual work
Document uploads, intake information, and follow-up notes relied on swapping files and tracking status manually.
3. No unified user experience
Different screens felt like disconnected tools rather than one system, which slowed adoption and frustrated day-to-day users.
Process & Approach
User Research & Defining Target Users
I began by mapping the referral and case lifecycle from both sides:
Stakeholder interviews with attorneys, paralegals, firm admins, doctors, and clinic coordinators
Shadowing and workflow walkthroughs to observe how records are requested, shared, and reviewed today
Pain-point mapping across intake, documentation, communication, and follow-up
From this, we clarified our key target users:
Attorneys handling personal-injury and medical-related cases
Medical providers and clinic staff supplying records and treatment updates
Firm and clinic admins who keep the whole process moving
Patterns emerged quickly: repeated data entry, unclear case status, lost documents, and heavy reliance on email. These insights anchored the information architecture and guided which parts of the workflow AI should support.
Designing Supportive, Workflow-Aligned Experiences
Real workflows shaped the product design. With each iteration, we validated flows with real users to ensure the platform felt like an upgrade to their existing process, not a complete reinvention.
Intake & Case Creation
Guided flows for capturing referral details, injury context, and key dates
Smart defaults and reusable templates for common case types
Early validation to prevent missing critical information later
Document & Evidence Management
Centralized repository for medical records, legal documents, and communications
AI-assisted tagging and grouping to keep files organized by provider, date, and type
Quick views that surface the most relevant documents for a given task
Cross-Provider Collaboration
Dedicated portals for doctors and clinic staff with only the tools they need
Structured requests from attorneys (e.g., “full chart,” “billing records,” “narrative report”)
Status tracking that makes it clear what’s pending, what’s received, and what’s still needed
By continuously testing prototypes with attorneys, doctors, and admins, we refined language, reduced clicks, and made sure each role could complete key actions without searching or guessing.
Collaborating with Founders & Cross-Functional Teams
Nothing about this platform was designed in isolation. I worked closely with:
Founders and product stakeholders to align UX decisions with business priorities and go-to-market strategy
Engineers and data/AI teams to understand technical constraints and shape feasible interaction models
Compliance advisors to ensure flows respected privacy, consent, and documentation requirements
I regularly presented design directions, gathered feedback, and iterated on both interaction patterns and visual design to keep the platform cohesive across all portals.
Impact & Key Learnings
✨ 1. Clarity reduces friction on all sides
A single shared view of case status, documents, and next steps dramatically reduces back-and-forth emails and confusion—especially when both legal and medical professionals are involved.
✨ 2. Responsible AI is transparent, not magical
When users can see, review, and control AI-assisted suggestions, they’re far more willing to adopt them—particularly in high-stakes domains like law and healthcare.
✨ 3. Designing for both professions requires humility
Legal and medical contexts each have deep, established norms. Respecting those practices while simplifying the day-to-day work is what ultimately made the platform feel usable, trustworthy, and worth adopting.