SaaS UX/UI For Document Submission Platform
Marley Harris
Features
Custom Upload by Record Type:
Developed an intuitive file upload feature that allows users to select specific record types (Medical, Radiology, Billing, Other).
Included a clear drag-and-drop area with visual cues, ensuring users can easily attach the correct documents for each type.
Incorporated real-time progress tracking for uploads, offering transparency and minimizing user frustration.
Dynamic Progress Tracker:
Designed a step-by-step progress bar to guide users through the submission workflow, providing clear visibility of their current stage and remaining steps.
Reduced user anxiety and errors by ensuring the process feels manageable and well-organized.
Verification Step:
Added a robust "Verify Details" page where users confirm key information (case number, patient name, location) before proceeding to avoid submission errors.
Streamlined the review process with clear checkmarks and actionable CTAs, enhancing usability.
Customizable Declaration Forms:
Designed a Declaration of Custodian Records form with options for "Certification of Records Copied" or "Certification of No Records," allowing users to tailor their submissions to the legal requirements.
Integrated editable fields for specifying reasons (e.g., "Lost," "Purged") and required signatures, ensuring compliance with legal standards.
Completion Confirmation:
Created a user-friendly confirmation screen to notify users that their documents have been successfully submitted, reinforcing confidence in the platform's reliability.
Incorporated actionable feedback (e.g., returning to the home page) to keep users engaged and prepared for their next task.
Modernized Visual and Brand Design
Revamped the platform with a clean, professional design that reflects the platform’s emphasis on security and credibility.
Used a combination of bold headings, minimalistic layouts, and industry-standard iconography to ensure clarity and professionalism.
Focused on accessibility by implementing WCAG-compliant typography, color contrasts, and responsive layouts.
Improved Usability and Efficiency
Designed the platform to work seamlessly across devices, ensuring that users can access and manage documents from both desktop and mobile environments.
Simplified common user challenges, such as incomplete submissions or unclear navigation, by adding contextual tooltips and inline validation.
Outcome
The redesigned platform significantly improved the user experience for litigation companies and their clients by offering an intuitive, secure, and efficient solution for subpoenaed document retrieval. By focusing on user needs and integrating advanced features like customizable uploads, progress tracking, and verification steps, the platform now provides a seamless experience while reinforcing trust and professionalism.
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Posted Jan 9, 2025
A secure platform for litigation companies to streamline subpoenaed document retrieval with user-centered features, modern UI, and error-reducing workflows.
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