Establishing and maintaining a correct billing solution

Ensuring clients and suppliers are billed efficiently

Product

Application

Task

Build an in inhouse billing system

Role

UX/UI

Deliverables

Interactive Prototype, UI, Stakeholder interviews,

"It would be good to know when this supplier was paid and if there are any outstanding"

Jessica, Client Care.

Construction site workers, injures his ankle.

The current experience

Law Partners increased workload and expansion into Victoria has significantly doubled the workload and put a strain on an already inadequate financial/disbursement system. Multiple applications are run in order to Submit, Bill, Review, Amend and issue Disbursements for all the services required in connection with a legal matter, such as witness fees, court filing/hearing fees, interpreter fees (if required) and fees for the service of court documents such as subpoenas. There is a need to centralise this functionality, and bring clarity and logic to the process to make the issue of disbursements less time consuming and more efficient.

Caseplan, accounts ledger

The challenges

Issuing a Disbursement is a complex process that involves the timely input of many individuals. Visibility and "Sign off" from Senior Solicitors is needed at every stage in order to achieve the correct outcome at conclusion (even for financially small amounts). Historically this has been a time consuming process, with each department employing "work arounds" in order to complete their work in the chain. Invariably this has led to a lack of visibility and increase in costly errors, which have to be rectified before the case conclusion. What should be a linear pathway becomes a loop.

The solution

Bring the functionality to one application. Create role based permission to allow Senior managers to have oversight of the Disbursement journey, affording them the ability to reject/delete or approve disbursments at any juncture. Create a linear pathway that will not allow a disbursement to move to the next department unless it has met certain parameters, allow this to be queried by a dollar value. Add functionality to allow the user to upload/view and share associated documents. Add functionality to allow integration of Xero, to send/receive payments.

Meetings

6

Focus groups

8

Design sprints

8

Prototypes

4

Ideation, understanding the disbursement pathway

Mapping a linear view for Billing

Email submission wireframe

Design assets/components

Invoice apportionment

Email submission

Lenny, UX/UI Designer building better products

Lenny, UX/UI Designer building better products