Legal Share Wizard.
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.
- UX/UI design
- Web development
- Project management
- Quality assurance
Great products don’t happen by chance.
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. Bring digital efficiency, organization and collaboration to a traditionally paper-plagued process.
A secure, court-compliant file sharing system covering the entire discovery lifecycle: pre-built discovery requests, a builder for custom requests, progress tracking, file management, and a hub for notes and objections between counsel.
Attorneys and their clients get to the root of the case faster, at a lower cost — enabling better outcomes and higher throughput.
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 counsel — 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 financial 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.
A mountain of documents, organized
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.
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 management.
Get to the root of the case faster
With a hub for collaborating over documents and leaving notes or objections for the opposing counsel, attorneys and their clients can get to the root of the case faster, at a lower cost — enabling better outcomes and higher throughput.
Each request carries the filed title, filed text, date of service and due date, so assigning a discovery request to a client is a single form — and every item in it is tracked to completion.
