Kasefile is centered around three systems:

I was presented with all of this information and went on to do more research. I studied existing HRM systems like BambooHR, Zoho, Namely, and Eddy. These products helped me highlight features that would make the experience on Kasefile seamless for users.

ideation

I had a lot of information from researching and the next thing I did was speak to the staff in FA & Co. I listened to the problems faced in day-to-day activities and studied the responses to questions I asked so I could come up with user personas.

Conversations with the staff were really helpful as it helped me understand how operations at the law firm were handled. We also identified the various user types for Kasefile and streamlined it to Principal Partners, HR managers, Department Leads, Associates, Litigation Clerks, Front Desk Officers, and Technology Officers.

I had to read about Role-based Access Control (RBAC) structures to understand how to define permissions for the different users. I discussed this with the stakeholders and we came up with a list of functions permissible to each type of user.

The product lead had come up with a couple of low-fidelity sketches that highlighted features that were discussed during meetings. So I requested brainstorming sessions with the staff to better understand these features, strike out trivial functions and improve existing ideas. I came up with new wireframes that covered the features discussed and provided a better user experience.

DESIGNS

I would be showing only designs of the HR management user type seeing as HR is the heart of any organization. As mentioned earlier, I worked on various iterations of low-fidelity wireframes due to feedback from stakeholders and got permission to deliver high-fidelity designs. I would highlight some key features that I had fun designing below:

Staff Directory

This section displays brief information about the staff at Kasefile i.e. Employee name, contact information, availability, etc. The HR manager can add notes about an employee and also send individual payslips if necessary. The call to action here is adding new staff to the directory; this can be done manually or by importing employee information using a CSV file.

I struggled a bit with designing this section and had to do a bit of research on how to make CSV mapping easy and smooth for users. I looked up a couple of data uploader products to better understand how to design it. The team prepared a CSV template with necessary fields for users to fill and upload, then the system maps the fields with the data filled by HR and displays it for cross-checking or editing.

hourly reports

This feature tracks the number of hours lawyers spend on cases allocated to them. It covers their billable hours and hourly rate. This helps managers keep track of case invoicing activities. I added graphical representations to make it more engaging.

client management

This section is a repository for client information; HR managers can add new clients to Kasefile manually or by bulk import. I learnt a lot while designing this feature; I had to attend meetings with lawyers and understand different client types and the data needed.

payslips

This feature handles generating and sending payslips to employees. HR/Finance managers indicate the payslip period, select departments, and generate payslips.

case management

Designing this section was quite tasking. I had to speak to lawyers at FA & Co regularly to understand how to solve the problems being faced. Case management handles the daily operations of lawyers and reduces the reliance on paper. It helps track billable hours, and case updates and manages the lawyers’ calendar.

case overview

This view contains a summary of case details; Lawyers can easily locate the information about a case they have been added to.

Lawyers need to add updates to a case as it is necessary for invoicing and documentation. There are tags to make filtering through different cases easy.