Thomson Reuters

Premier SaaS applications for the legal industry

Case study

Building a cohesive experience for legal professionals

Thomson Reuters

Product

3E Workspace, 3E Proforma, 3E Mattersphere

Skills

  • UI/UX design
  • User research & testing
  • Client design reviews
  • Stakeholder presentations
  • Interactive prototyping

Timing

February 2018 – January 2020

Collaborators

Andrew Villegas, Priya Ramaswamy, Amir Rashidifar

My role

Product Designer

About

Used by the top 100 largest law firms worldwide

Thomson Reuters 3E Elite legal solutions form the core foundation for some of the world’s largest, most successful, and innovative law firms – the Am Law 200, Am Law 100, and Global 100 – to help drive firms’ business operations into the future. The SaaS platform comprises billing, proforma management, timekeeping, and matter management applications.

The problem

No design system and little innovation

When I joined the design team at Thomson Reuters in 2018, much of the Elite 3E suite—comprising legal and financial software products—was fragmented, with no unified design language or component consistency across applications.

Disparate
Each application was either a product of a merger or a buyout; and had its own aesthetic and interaction patterns.​
Tired UI
Across the board, there was a noticeable lack of innocation and little-to-no maintenance of existing features.
Users unknown
The platform lacked user validation because the clients were unwilling to allow designers to contact them.
Voice-agnostic
Purely functional, robotic language that failed to distinguish the brand or build emotional trust with users.

The problem solution

Design overhaul, end-user participation, feature parity, and innovation

I collaborated closely with fellow product designers to establish a centralized design system and reusable component library. This initiative laid the groundwork for consistent, scalable UI patterns across the 3E product family.

I also conducted product-specific design audits across the three applications I was responsible for designing – 3E Workspace, 3E Proforma, and 3E Mattersphere – and identified several usability issues that needed improvement.

Next, it was clear that these products had fallen behind in terms of their feature sets, so I performed multiple competitive analyses to determine gaps.

Finally, I was able to gain access to end users and, with the help of my PM, conducted user interviews and design reviews.

The design solution

Crafting a harmonized, modern SaaS platform

Beginning with a solid design system and interaction patterns, designers collaborated to achieve a cohesive design language across their respective applications. I was able to work on three applications throughout my tenure at Thomson Reuters, and was able to create client design review boards and illicit user feedback on new, innovative features for my products.

Ensuring visual consistency

After performing heuristic evaluations and user feedback sessions, product designers created a unified library of reusable components, styles, and patterns for use across the platform.This transformation not only improved accessibility and user experience but also expedited design and development exponentially for the organization.

Seamless timekeeping in the office or on the go

Specifically designed for lawyers and legal professionals, 3E Workspace provides a unified digital environment for managing critical daily activities, timekeeping, documents, and client matters efficiently.

Enabling attorneys to review and approve pre-bills from anywhere, on any device

3E Proforma replaces traditional, paper-based pre-bill review processes with a fully digital, collaborative, and auditable workflow, enabling law firms to accelerate their billing cycles and improve financial efficiency.

Meeting legal professionals where they're at

3E Mattersphere is designed to integrate seamlessly into a law firm’s daily workflow—particularly within Microsoft Outlook (as an Add-on) to provide legal professionals with a centralized, real-time view of all matter-related information and activities.

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