I designed
- TyMetrix 360° navigation, search, and related interface elements
- Office Companion document, note, and email workflows
- Prototypes and implementation-ready specifications
Wolters Kluwer · Case study
Making enterprise legal work easier for an ecosystem of users
Cross-product navigation and matter workflows across TyMetrix 360° and Office Companion.
Wolters Kluwer · Case study
Making enterprise legal work easier for an ecosystem of users
Cross-product navigation and matter workflows across TyMetrix 360° and Office Companion.
The context
Related legal work, different product conventions.
Wolters Kluwer’s enterprise legal software ecosystem served users with different responsibilities, from paralegals and legal assistants to attorneys, accountants, legal operations, general counsel, outside counsel, claims teams, and IT support. Across products, navigation and interaction patterns had evolved differently, creating a high learning burden and making everyday work harder to find and complete.
The redesign addressed a product suite that had grown across separate technology stacks, product histories, and interaction patterns. The goal was not to make every product identical; it was to create a more coherent ecosystem user experience model, addressing overlapping user needs and workflows.
My role
Design leadership across four workstreams.
As Senior Product Designer and UX Lead, I supported end-to-end UX across discovery, requirements gathering, workflow and screen-flow design, prototyping, usability testing, stakeholder alignment, implementation support, UX QA, and accessibility review. I coordinated four workstreams and three designers while designing the TyMetrix 360° navigation uplift and Office Companion workflows for uploading documents, adding notes, and saving emails against a matter.
I coordinated
- Four workstreams and three designers
- Discovery, planning, design, testing, and handoff
- Design-system and UX QA reviews
I partnered with
- Product owners and architects
- Executive UX, content, and training partners
- Client stakeholders and participant groups
Before → after summary
A more coherent ecosystem experience.
The redesign addressed a product suite that had grown across separate technology stacks, product histories, and interaction patterns. The goal was not to make every product identical; it was to create a more coherent ecosystem user experience model, addressing overlapping user needs and workflows.
Different product navigation patterns
A more consistent navigation sequence and interaction behavior across TyMetrix 360° and Office Companion.
Users relied on manuals, training, and workarounds
Workflows made task context, matter context, and next steps clearer at the point of work.
Administrative tasks were difficult to complete
Navigation, search, Favorites, headers, and related-item patterns made commonly used destinations easier to locate.
Office Companion tasks were made difficult because of mismatched mental model, drilling down for frequent features.
Users could upload documents, add notes, and save emails against a matter from a simplified and connected workflow.
Workflow redesign
Designing across products and roles.
The product suite had evolved over many years without consistent UX oversight. TyMetrix 360° and Office Companion served related legal workflows but differed in architecture, navigation, features, and interaction behavior. Users had to learn product-specific conventions while completing detail-heavy work with low tolerance for errors.
Pain points
- Users needed manuals and substantial training to understand the system and features relevant to their role.
- Paralegals and legal assistants needed a dependable way to upload documents, add notes, and save emails to the correct matter.
- Users could lose context when moving between steps, tabs, and product surfaces.
- Secondary users needed clearer status and transparency for intervention, billing, performance, and operational work.
- Separate technology stacks created implementation constraints and required close coordination with product architects.
Proposed / phased workflow direction
The proposed direction established shared interaction principles across TyMetrix 360° and Office Companion. The work included a redesigned main menu, a clearer page header, Favorites, improved search and browse patterns, better use of matter context, and more explicit workflows for document and email actions.
First release versus future direction
First release and delivery focus: align navigation and interaction behavior where feasible, improve high-use screens and workflows, audit against the design system, create implementation-ready specifications, and support development, QA, and accessibility review.
Future direction: continue cross-product convergence as architecture permits; extend responsive support; explore mobile potential for Office Companion; replace more manual reports and workarounds with transparent, role-based status views; and establish stronger measurement of training, task time, support demand, and errors.
Outcome
A more coherent experience with bounded evidence.
The product-suite redesign created a more coherent navigation and interaction model across TyMetrix 360° and Office Companion. It supported clearer matter workflows for paralegals and legal assistants and reduced the need to rely on workarounds where the systems could support the new direction.
20–30%
Client-reported estimate
Less time spent on administrative navigation for power users. Methodology unavailable.
90%
Office Companion task result
Reported task success in research with 12 participants overall; exact task definition requires confirmation.
Delivery impact
Common interaction principles, tested workflows, and implementation-ready design direction across the suite.
Private portfolio review
See detailed design decisions.
The detailed continuation includes Office Companion screens, prototypes, usability evidence, and design-to-delivery artifacts.
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Detailed screen walkthrough
From navigation decisions to delivery.
Cross-product navigation and discoverability
I designed the TyMetrix 360° navigation uplift shown in the published client materials, including the menu, header, Favorites, search, filters, and related-item patterns. The intent was to make destinations easier to locate and to reduce time spent on administrative navigation for power users.
Office Companion: document upload and matter context
For paralegals and legal assistants, I redesigned the flow for uploading documents against a matter. The design made the relationship between the email, matter, document, and access rules more explicit and reduced the need to infer where the document would be saved.
Office Companion: notes and email capture
The workflow also covered adding notes and saving emails against a matter. The goal was to keep users in the context of their legal work while making the action, destination, and completion state clear.
Annotated design-to-delivery handoff
I translated workflow decisions into mock-ups, wireframes, high-fidelity prototypes, annotated specifications, Jira stories, decision logs, and implementation support. Because products used separate technology stacks, the handoff needed to make interaction states, content, component choices, and technical trade-offs explicit.
Validation and iteration
I conducted remote usability testing with 12 client participants across paralegal and legal-assistant roles. Testing covered navigation, key screen changes, experimental interactions, and Office Companion workflows.
- 90% success on the Office Companion document-upload task.
- User feedback included: “Wow, that was quick.”
- Testing identified context loss, missed tabs, and unclear action labels as important usability risks.
- Usability analysis was presented to stakeholders and used to refine the design direction.
- The work was supported by discovery sessions with training staff, product executives, call-center leaders, and managers.
- Implementation support included design-system review, UX QA, and accessibility review of built screens.
Reflection
Enterprise UX transformation is a systems problem.
This project reinforced that enterprise UX transformation is a systems problem, not just a screen-redesign problem. The experience depended on the relationship between products, user roles, information architecture, permissions, content, training, technical architecture, and delivery practices.
The most important design work was creating shared navigation and interaction principles across products that could not be rebuilt on a single technology stack. That required collaboration with product owners, architects, UX leads, designers, content partners, training teams, and client stakeholders.
The project also strengthened my ability to lead through influence. I coordinated four workstreams and three designers, made design and delivery decisions collaboratively, and maintained the artifacts needed to move from research and requirements through prototype, implementation, QA, and iteration.
Hiring-manager takeaway: I bring senior product-design judgment to complex B2B systems, connect user evidence to practical delivery decisions, and create coherence across fragmented product ecosystems.