Elevating a Legal Compliance Tool for Practitioners
A comprehensive solution designed to help clients more quickly and easily research, understand and stay abreast of compliance developments that apply to their business.
Role
Lead Designer
Activity
Conducted analysis, developed strategic approach, and delivered the final design
Impact
30% increase in engagement
Increased Client Trust and Retention
Elevated organization authority and usefulness through thoughtful design
The Problem
Overwhelming and disjointed information
Redundant or outdated resources
No clear paths to find what’s most relevant
Low trust in search and categorization
The previous tool was complicated, not due to the depth of content, but because of a poorly designed interface and disorganized content structure, resulting in frustration, inefficiency, and underuse of valuable resources.
Legacy Solution
UX Strategy & Approach
Key Principles:
Simplicity over noise – Reduce clutter and complexity
Contextual relevance – Personalize content based on user roles and needs
Information clarity – Create clear content hierarchies and pathways
Sustainable governance – Build a scalable structure for updates and ownership
Methods Used:
Stakeholder interviews
User research (surveys, contextual inquiry)
Wireframing and prototyping
Usability testing and iterative design
Solving the search strategy
Persistent State Filtering
Users expect state selection to remain fixed across multiple search interactions. The interface should support a persistent state filter to reduce repetitive actions and maintain context.
Cross-Type Search Experience
Users need to search across various content types (e.g., statutes, regulations, guidance, case law) within the selected state. The search interface should support modular filtering and present results by content type while retaining the state filter.
Final Output
Simple Search and Browse
Based on metrics and user testing, Search and Browse functionalities were prioritized to enhance discoverability. Users can now refine searches more easily, including filtering by state. Additional features allow clients to add favorites, schedule updates for specific issues, and link to related content for improved workflow efficiency.
Easy to refine Search Results.
Search results can be refined by selecting more or less content and updating the included states. For initial searches, state filters default to each client’s saved preferences, streamlining the experience.
Adding Context.
A user interface that features additional contextual information in the sidebar, allowing clients to easily browse related content and personalize their experience by selecting and tags.
“The convenience of having one source that covers federal, state and local jurisdictions is a huge timesaver.”