
W o l t e r s k l u w e r
Legal Research Platform
A new vision for legal research platforms
T H E T E A M
Founded and built a 25-member cross-functional team including:
Product Designers
UX Research
Content Strategy
Quality Assurance
T H E C H A L L E N G E
IntelliConnect, Wolters Kluwer Legal & Regulatory Solutions' flagship legal research product had many issues:
Product was not designed to support customers' needs, instead it reflected the politics of the organization
Low levels of customer satisfaction resulted in a retention rate of 84% – sales team expended significant effort just to replace customers
Revenue growth was driven by price increases, rather than new customer acquisition, which generated friction with customers
A C T I O N
Secured a 3x investment in design from executive leadership to align product to customer needs:
Oversaw conception of a new product that re-imagined the legal research experience using an outside-in, customer-centric process
Designed in collaboration with our customers to create a product that supports and streamlines their legal research workflow
Focused on optimizing experience for context and task – making sure that whatever a user might need is available at the point of need
Led the creation of a simple, elegant, seamless experience that is comparable to our customers' favorite consumer websites
R E S U L T
Cheetah, the new product, is:
Aligned to users' needs and goals
Driving print to digital migration for print "hold-outs"
Generating 15+% increases in sales/subscriptions for customer migrating from legacy platform
Voted Best New Product for 2015 by legal professionalsWeb and mobile applications radically reduced effort and time to deliver royalty information by WCM and increasing satisfaction among songwriter clients.
c h e e t a h D A S H B O A R D
Practice Area Dashboards provide Topical / Practice-Area specific presentation of content
Cheetah’s design focuses on find-ability, with dashboard quick links to high‑value content
Users can easily customize their dashboard to surface the content important them for 1-click access
Provides global access to History, Work Lists & Favorites
S e a r c h r e s u l t s
Clean, clear presentation of search results, including a color-coded indicator of document type
Post-search filters provide six key facets to narrow results: Topic, Document Types, Governing Acts, Jurisdiction, Court, Entity & Role
A persistent toolbar provides contextual ability to print, email, download, and add to favorites or worklist
t h e r e a d e x p e r i e n c e
Optimized for on-screen reading, blurring the line between desktop & e-reader
Design maximizes screen real estate available for content display
Table of Contents presentation reflects the structure of document, providing a seamless reading experience
Users have access to the Table of Contents from anywhere in the document, resulting in easy navigation to any section or chapter
Generous click-targets make for a good experience on mobile devices
r e s p o n s i v e D e s i g n
Optimized for a seamless experience across multiple devices
Usability Testing
Central to the concept of designing Cheetah in collaboration with our customers is the usability testing process. Using an iterative design/test methodology, we ensured that Cheetah is closely aligned to our customers’ needs, goals and behaviors, eliminating friction in the legal research process that historically prevented users from completing their research efficiently.
You can see the power of this methodology in the following heat map, which illustrates the progression of the design over the first three rounds of usability testing:
The heat map shows the design’s success/failure in enabling users to complete tasks. Each square represents a user, and the colors illustrate the performance of the design:
red = fail
orange = struggle
yellow = some hesitation
green = complete success
white squares indicate that the task was not tested
With each round of usability testing, and the associated modifications, the design improved and users became more successful (more green).