Integrating with the World's leading cloud-based legal case management system.
Case management anywhere
Docketly is the leading appearance counsel vendor, providing coverage nationwide while Clio is the world’s leading cloud-based legal technology with 150,000 legal professionals. Merging userbases, Docketly and Clio aim to connect appearance attorneys and high-volume firms to manage their cases more efficiently.
MY ROLE
Product Designer
COLLABORATIONS
Developers, Product Manager, Accounting, Chief Technology
TIME
2 Months
IMPACT
- Increased sign up conversions - Decreased drop off rates - Order more likely to be placed immediately after sign up - Restructured existing workflows
Problem
Integrating with another software offers many complexities as existing workflows are challenged and a new user base is introduced.
Solution
Workflows such as sign-up, billing, and placing an order were identified and customized to be frictionless by prioritizing important information and presenting immediate value.
Customized
workflows
Summary
Beginning with sign-up, the integration process was looked at holistically to ensure every touchpoint was seamless:
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The full product of Docketly was scaled down to a Clio user's essential functions to fit the limited development time constraint.
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Sign-up was explored from both ends to ensure any entry point offered a parallel onboard experience.
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The customized onboarding allowed us to integrate payment and account set up seamlessly.
New visitors from Clio are 35% more likely to begin sign up process.
Decreased Drop Off Rates
Today, the steps for signing up for a new Docketly user takes 3 steps. Previously 6.
Reworked existing sign up workflow
After account creation, 1 in 5 new users will likely order appearance counsel with Docketly.
Ordered Service
They are 16% more likely to complete the signup process and create an account with Docketly.