Legal Share Wizard
CHALLENGE
Even the most basic legal case comes with a mountain of documents that clients must collect and attorneys must share according to highly specific requirements. We were challenged to bring digital efficiency, organization and collaboration to a traditionally paper-plagued process.
SOLUTION
Legal Share Wizard facilitates the entire discovery lifecycle through a secure, court-compliant file sharing system. The app contains pre-built discovery requests, a builder for custom requests, progress tracking, and file.
RESULTS
With a hub for collaborating over documents and leaving notes or objections for the opposing council, attorneys and their clients can get to the root of the case faster, at a lower cost — enabling better outcomes and higher throughput.
A family-law solution that enhances the efficiency of the legal disclosure and discovery process
Legal Share Wizard, or LSW, is a collaboration platform for attorneys, their clients, and counterparties. It makes the compliance process easy and organized, minimizing the operational costs of managing discovery.
We build this product in partnership with Anthony Shaleesh, LSW’s CEO and Founder, who was on the client-side of the discovery process when he saw room for improvement: in efficiency, in organization, and in overall ease.
EnterpriseWeb ApplicationProductivityLegal Application
At a high level, LSW facilitates attorneys’ creation, assignment, completion and submission of discovery requests and financial affidavits through secure file-sharing between lawyers and their clients, counterparties and judges. It generates Certificates of Compliance and other court-admissible legal documents.
If you’re unfamiliar, as I was at the start of this process, Discovery Requests are legal requests for documents and information from a client or counterparty. They can be lengthy, difficult to understand, and complex to navigate. We organized each request visually - within which are multiple sub-requests and sub-sub-requests - nested them, and provided details to make them easy for clients to understand and respond to, which they could do by either uploading the requested document or providing a pre-filled alternative response.
Clients and attorneys can collaborate in real time in this process, after which the attorney reviews the responses and any client notes, signifies anything that needs re-visiting, and eventually when it’s complete, submits the request with any notes or objections to the opposing council — all within the platform.
They can then generate a court-admissible Certificate of Compliance and Disclosure History.
The app includes pre-built Discovery Requests and a “builder” for creating custom requests. The case dashboard shows progress on all requests.
The platform also includes a tool for filling and submitting financial affidavits, which — as with Discovery Requests — we organized and designed for a simpler user experience.
All financials affidavits or documents uploaded to requests are saved, organized and searchable in a secure document library for later use.
This project was a beast, and we’re proud of it. We’ve loved working with Anthony, one of the nicest guys in Miami, and look forward to watching this product continue to grow.
Category: Enterprise Web App Design and App Development | Platforms: Web Browser Optimization
What we delivered
DESIGN
Designed easy-to-use and on-brand user experience for the sign-up, login, and reset password process; cases, discovery requests, and financial affidavit creation, update, and collaboration, as well as user profile, subscription, collaboration invite process and users and permissions management
UX/UI design for the sign-up form for Attorneys, Pro Se Litigants, Clients, Professionals, and Staff on the web
UX/UI design for Attorney, Pro Se Litigant, Client, Professional, and Staff web app view
DEVELOPMENT
Iterative, agile development process with a focus on fast releases to bring solutions and new features live for customers as quickly as possible
Team of two developers focusing on the web front- and backend
Dedicated Quality Assurance (QA) Specialist
Dedicated Project Manager
Structured, easy to read, well commented, and consistent code style
FRONTEND TECH STACK
Angular 12 // framework
NgRx // store
RxJs // stream processing
Angular Material, CDK, Bootstrap // UI components
Lodash // utility library
Moment // date processing & manipulation
Ngx File Drop // drag and drop file uploading
Ngx Infinite Scroll // scroll pagination
Ngx Mask // input masking
File Saver JS // client-side file storage
Stripe // payments
BACKEND TECH STACK
MongoDB (+ Mongoose) // mongoose - ODM
Stripe // payments
Nest.js
AWS s3 (Storage)
Swagger // API documentation
JWT + argon2 + passport // auth
RBAC // role-based access control
Twilio
Mailgun
Handlebars
Jenkins
OTHER
Mailgun
Twilio
CORE FEATURES
Sign-Up form: Data verification and safe storage, custom billing system, free trial capabilities, OTP verification, and web optimization
Case creation and collaboration with the client, as well as opposing party and internal staff
Online data entry and file sharing
Library of pre-formatted requests
Financial affidavit collaboration tool with client, attorney, and internal staff
Automated court document generation (Certificate of Compliance, Financial Affidavit)
Mandatory Disclosure Request & response tracking
Automated notifications & due-date reminders
Service of court documents automated email
Team integration with personal staff, who get shared access to connected attorney’s files based on their permission level
Case collaboration with clients, staff, and opposing parties via invitation and role management
Subscription management (different plans, ability to switch between plans, cancel plan, resume plan, track payment history and manage payment methods)
Data security: Utilization of best practices for secure server and database; role-based permission access logic
