Designing Interfaces for Subscription Management and Investor Onboarding

KEY DETAILS

PROJECT OVERVIEW

Timeline:

Role:

Tools:

1 Month

UX Designer

Figma

AT A GLANCE

CHALLENGE:

  • Designing a User Interface for a law firm web app based on provided research.

WHAT I DID:

  • As the UX Designer on the team, I was responsible for designing the user interface of the web app for lawyers and investors.

  • Collaborated closely with developers, stakeholders, and product managers to deliver impactful design solutions.

Lawyer List Screen

Using the interview feedback, I used it as a guide to identify the key features needed for the app, including the ability for lawyers to create companies and add directors.

Upload Additional Documents

The design to seamlessly integrate additional documents for each investment round and investor type, providing a flexible, user-friendly experience. With customizable options, users can easily tailor documentation to meet specific requirements, such as regulatory compliance or unique contractual needs. The interface ensures that adding and managing documents is intuitive, streamlining the investment process for both lawyers and investors. Visual cues and organized workflows make document management clear and efficient, helping users maintain control and stay on top of their tasks with ease.

Lawyer Configures Documents To Send

The UI is designed to allow lawyers to easily send required documents to clients and track their status in real-time. The interface provides clear notifications and progress indicators, enabling lawyers to see whether documents have been viewed, signed, or are still pending. This streamlined design ensures that managing and following up on legal documents is intuitive and efficient, reducing administrative burden and improving workflow visibility.

Investor Screen

The UI enables investors to easily qualify themselves by adding their entity information and completing a streamlined questionnaire. Designed for clarity and efficiency, the interface guides users through the process with simple input fields and step-by-step instructions. The intuitive design ensures that the qualification process is quick and user friendly, allowing investors to complete their submissions with confidence while maintaining compliance with relevant regulations.