CHERYLTEMPLETON

UX design, research & writing

Legal E-Discovery Dashboard and Reports

FTI Technology (2014–2018)

Ringtail is an application used by teams of attorneys to complete reviews of document sets, some including millions of items, during the discovery phase of litigation.

Working in e-discovery can be highly stressful with tight deadlines for completing document reviews and large amounts of money at stake. Having easy access to accurate and up-to-date metrics relieves some of that stress and helps users focus on understanding and acting on information rather than on gathering data.

Before these new dashboards, administrative users relied on IT support and consultants to run custom scripts and generate reports for them. Now they can easily access valuable information on project progress and data usage right within Ringtail.

Initial feedback has been very positive and yielded ideas for additional features and information that we have since included.

View the dashboards in action in a recorded webinar from FTI.

Screenshot of the review dashboard, including
filterable charts.
Review Dashboard.

Process Highlights

  • Served as sole UX designer, working with a PO (product owner) and a development team
  • Did many interviews with users to learn what information is most needed and other background information
  • Explored layouts; considering feedback from the design team (three other designers), PO, development team, and other stakeholders
  • Discovered more edge cases along the way, while working with the development team
  • Created wireframes and tested them with representative users using think-aloud usability testing
  • Worked with PO and stakeholders to write clear, accurate UI text
  • Created redlines so that developers could efficiently lay out the UI
  • Continued to get feedback after feature release and consider updates

For the Review Dashboard, one of the challenges was understanding the diverse needs of review managers. In addition to reading industry reports and reviewing competitor features, I interviewed several representative users and talked with them about their current process.

Some users had IT support and were able to get custom reports, but many of the reports were inaccurate and difficult to use. Users expressed frustration over the amount of time they spent trying to track review progress and the reviewers' efficiency, as well as managing many reviewers.

The Review Dashboard delivers high priority information, including an overview of project progress and breakdown of how the document set was coded, and information about each review attorney on the team and how they are coding documents in their assignments. Managers can compare coding from individual reviewers to the average to spot potential training problems or mistakes.

Screenshot of the Usage Summary report, including
a filterable table.
Usage Summary Report.

For the Usage Summary and Hosted Details reports, some of the UI challenges included showing both the month and the running total amount for each item tracked, and the overall filtering layout and language. There are also many columns to show, which lead to the need for horizontal scrolling. Although a static first column in the reports would be ideal for helping users keep their context while scrolling, it posed some implementation concerns. Ultimately any difficulties with context are managed with the use of column groupings and the ability to customize which columns are shown.