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Real Estate Lawyers

Client Portal Web Application

Client Portal app provides the most efficient document management for real estate systems to help lawyers stay organised, search and find documents on time, and ensure that they have all the necessary paperwork at fingertips when handling a real estate transaction.

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Industry

Real Estate

Year

2019

Platform

Microsoft and iOs

Role

UX / UI Designer

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Idea

The idea behind developing this application was to ease the workload of lawyers in managing client's documents, information and track their progress in submitting the relevant documents required to close the property transactions.

Problem Statement

  • Managing Active Deals / Transactions from 100s of the client is the biggest challenge

  • Verifying a client over the call is sometimes difficult due to their unavailability.

  • Document sharing of a client is tough within a team.

  • Searching for a Closed File /deal amongst 100 files is difficult for a lawyer

Solutions

  • Have a single digital solution through which Active and Closed Deals can be managed well.

  • The client should be able to verify themselves via the third-party application that is integrated within the Client Portal

  • Clients and Lawyers should be able to coordinate with each other through a single platform

  • Document sharing functionality should be given to ease the overall transaction process

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01.

EMPATHY

User Interview

Stakeholder interviews are valuable research tools used to kick-start the design process. They focus on extracting information from three main areas in UX design:

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  • User needs: How will the design help the users?

  • Business goals: How will the design support business objectives?

  • Technical limitations: What technical obstacles need to be overcome?

 

Here’s how I plan and conduct a successful stakeholder interview.

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Establish Goals:
I usually start my UX research by setting goals for the stakeholder interview, namely, what you want to find out from interviewees. Below are key bits of information that I want to know by the end of the conversation:

  • What are the short- and long-term business goals?

  • What is the stakeholder’s role in the company?

  • Who are the users?

  • What are a few major competitors?

  • Are there any technological limitations?

  • What are a few product concerns?

  • What is the stakeholder’s definition of product success?

 

Find Stakeholders:
The very essence of stakeholder interviews is to locate key figures and extract as much useful information from them as you can. 
A good rule of thumb is to speak to the people who spend the most time using the product.
In my case, speaking with a founder and few executives was sufficient.

 

Prepare Questions:
In most situations, the best types of questions are open-ended because these require interviewees to go into more detail, thus providing greater insight. Closed-ended questions, in contrast, can only elicit a yes/no response, which won’t be very useful in your research.

  • Could you tell us a bit about yourself?

  • What kind of work do you do?

  • Are you using any other app to manage your work? What is the advantage?

  • Approximately how much time does it take to finish a single transaction manually?

  • Do you find it difficult to manage active and closed transactions manually?

  • How many people from your team manage/work on a single transaction?

  • How do you communicate with your colleagues to discuss an Active transaction?

 

Document and Analyze Responses:
I usually record my interview session. Doing so lets you stay focused on the flow of the interview without having to worry about whether you capture every answer word for word. Then I start analyzing individual interviews and then move on to examine them collectively. I write up a report to summarise everything and try to organize my research findings into categories:

  • Business

  • Users

  • Problems

  • Fears

  • Motives

  • Competitive advantages

  • Solutions

  • Alternatives


This helps me to define UX milestones and objectives.

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02.

DEFINE

Persona

Man in Suit

Eric Rothman |

"I want the most efficient and fast  system to stay organized, search and find documents on time, and  have all the necessary paperwork at fingertips"

Lawyer | 45 years | Married | Sydney, Australia 

Bio

Eric is a Real Estate lawyer for the past 15 years. Over the years he has managed to handle 100s of transactions successfully. He likes to spend time with his family and go out during weekends. He loves technology and prefers everything (personal tasks and work) to be well planned and organized. 

Goals

  • Need to be able to easily keep track of important dates, access your files and documents

  • Need a common platform to communicate to clients and the internal team

  • Need an efficient way of document sharing with team members 

  • A way to track clients progress around filling up files and submitting documents to the closed transaction on time

  • Features like document generation and automated client notifications through our secure messaging platform

Frustration  

  • Difficult to manage 100s of Active Files and Closed Files manually

  • It is challenging to share or discuss the active transaction with the team

  • Keeping track of the client's progress and communication is a pain

  • Carrying physical documents while traveling is hectic

03.

IDEATE
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04.

PROTOTYPE

Low Fidelity Wireframes 

Low fidelity wireframes are just a quick sketch and basic information architecture that can mak​

High Fidelity Wireframes 

High fidelity wireframes are often built in the advanced stages of the design process to communicate design decisions to the development team prior to coding the final product.

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