Matter Management: Transforming Legacy Legal Software

Matter Management: Transforming Legacy Legal Software

Matter Management: Transforming Legacy Legal Software

How I redesigned a complex legal workflow tool while building the foundation for our entire design system

How I redesigned a complex legal workflow tool while building the foundation for our entire design system

How I redesigned a complex legal workflow tool while building the foundation for our entire design system

The Challenge

The Challenge

Matter Management was more than just another software redesign—it was the cornerstone of our legal tech platform that had grown organically over a decade. What started as a simple case tracking tool had evolved into a complex web of features that lawyers struggled to navigate daily.

Matter Management was more than just another software redesign—it was the cornerstone of our legal tech platform that had grown organically over a decade. What started as a simple case tracking tool had evolved into a complex web of features that lawyers struggled to navigate daily.

The Problem: Our legacy Matter Management system was a labyrinth of disconnected interfaces, inconsistent patterns, and workflows that had been patched together over the years. Legal professionals—our primary users—were spending more time wrestling with the software than focusing on their cases.


The Opportunity: This wasn't just about making one tool better. We recognized that Matter Management touched every part of our platforms and could serve as the perfect foundation for a comprehensive design system that would elevate our entire product ecosystem.

The Problem: Our legacy Matter Management system was a labyrinth of disconnected interfaces, inconsistent patterns, and workflows that had been patched together over the years. Legal professionals—our primary users—were spending more time wrestling with the software than focusing on their cases.


The Opportunity: This wasn't just about making one tool better. We recognized that Matter Management touched every part of our platforms and could serve as the perfect foundation for a comprehensive design system that would elevate our entire product ecosystem.

My Role: Senior UX Designer

Team size: One

Understanding the Stakes

Understanding the Stakes

Understanding the Stakes

Legal professionals don't have patience for bad software. When you're managing million-dollar cases with tight deadlines, every click matters. Our research revealed some sobering truths:


  • User Frustration: Lawyers were abandoning tasks mid-flow, leading to incomplete case documentation

  • Training Overhead: New users required 3+ weeks to become productive with the system

  • Business Impact: Poor usability was directly affecting client satisfaction and retention

  • Technical Debt: Multiple inconsistent patterns across the platform were slowing development


But here's what made this project strategic: Matter Management was used by 90% of our users daily. If we could get this right, we'd impact the entire user experience while creating scalable patterns for our growing product suite.

Existing design

Strategic Foundation: Design System Thinking

Strategic Foundation: Design System Thinking

Strategic Foundation: Design System Thinking

Early in the project, I made a crucial decision: instead of just redesigning screens, we would architect a component-based design system with Matter Management as our primary use case.

Component Inventory

I conducted a comprehensive audit of our existing interface elements:


  • 43 different button styles across the platform

  • 12 variations of data tables

  • 8 different approaches to form layouts

  • No consistent navigation patterns


This chaos was costing us development time and confusing our users. Matter Management would become our design system laboratory.

Solution Architecture


Core Design Principles


  • Progressive Disclosure: Show users what they need, when they need it

  • Contextual Workflows: Keep related information and actions together

  • Consistent Mental Models: Establish predictable patterns that users can rely on

  • Scalable Components: Build once, use everywhere

Site map

Site map

Site map

The first thing I did was make sure the organization of this new tool would be beneficial based on the feedback we have gotten from users while working on existing matter management software.

The first thing I did was make sure the organization of this new tool would be beneficial based on the feedback we have gotten from users while working on existing matter management software.

The first thing I did was make sure the organization of this new tool would be beneficial based on the feedback we have gotten from users while working on existing matter management software.

Early concepts

Early concepts

Early concepts

We went through many iterations trying to find the style that we were looking for. Thomson was working on a new design system that we were also helping create with this project.

We went through many iterations trying to find the style that we were looking for. Thomson was working on a new design system that we were also helping create with this project.

We went through many iterations trying to find the style that we were looking for. Thomson was working on a new design system that we were also helping create with this project.

Final designs

Final designs

Final designs

Once my work with the design system matured, I had landed on the new look and feel while solving the existing user problems. The new style has all the tools front and center that our users look for, takes the tools they use less often in the background to declutter, and makes managing their matters a breeze.

Once my work with the design system matured, I had landed on the new look and feel while solving the existing user problems. The new style has all the tools front and center that our users look for, takes the tools they use less often in the background to declutter, and makes managing their matters a breeze.

Once my work with the design system matured, I had landed on the new look and feel while solving the existing user problems. The new style has all the tools front and center that our users look for, takes the tools they use less often in the background to declutter, and makes managing their matters a breeze.