Presentation to the Boston Bar Association, Small/Solo Law Committee, December 2012.

1. Designing for Tablet Users in the Legal Domain
Paul Doncaster
Senior User Experience Designer
December 6, 2012

2. Designing for Tablet Users in the Legal Domain
USER EXPERIENCE
2

3. 3

4. Intellectual
Legal
Property
• SAEGIS
• Inbox/Analysis Tool
• Watch on SERION
4

5. Designing for Tablet Users in the Legal Domain
TABLET PROFILES
5

6. Use of tablet devices for work-related tasks
All (n=701) Solo / Small (n=475)
0 50 100
23.6
Solo
Yes 76.4
33%
36.9
No 2 to 9
63.1
67%
30.2
10 to 49
69.8
From 2012 ABA Legal Technology Survey Report 6

7. Work-related tasks performed on smart phones
• Attorneys are using their smart phones primarily for interpersonal
contact purposes, rather than for initiating or substantiating legal
research
• Email is the major work-related task performed on smart phones
(100% of participants)
• Other tasks reported by participants include:
– Calendar/scheduling
– Finding addresses
– Finding information about judges
– Finding information about arbiters
– Searching orders
– Review of documents
– Finding biographical information about clients, potential clients and opposing
counsel
From WestlawNext Mobile Baseline, 2009 7

8. Work-related tasks on tablets
Functions Regularly Use on Tablet Devices When Working on Law-Related
Tasks Away from Primary Workplace (%)
0 10 20 30 40 50 60 70 80 90 100
Internet Access 85.1
Email 81.2
Calendars 63.4
Contacts 52.4
Mobile-specific research apps 35.8
GPS/Maps 23
Document creation 21.3
Database functions unrelated to time and billing or … 18.3
Presentations 16.6
Instant messaging/chat 12
Text messaging/SMS 11.9
Spreadsheets 11
Camera 9.1
Expense tracking 7.9
Time & billing 7.3
Telephone 6.9
Web conferencing 4.6
From 2012 ABA Legal Technology Survey Report 8

9. Apps used on tablets
Which of the following apps do you use on your smartphone or tablet?
(select all that apply)(%)
0 10 20 30 40 50 60 70 80 90 100
PDF reader 87
News and current affairs 80
Entertainment/games 54
Travel-related app 52
Document editor 48
Note-taking or whiteboard app 44
Remote desktop application 34
Legal research tool 26
PDF annotation 17
Presentation tool 15
Litigation tool 9
Other 27
From 2011 ALM Legal Intelligence Report 9

10. Designing for Tablet Users in the Legal Domain
DESIGN FACTORS IN THE
MOBILE CONTEXT
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11. The Mobile Context
• Overall, attorneys are constantly looking to be productive during
periods of “downtime”
– At court
– While commuting
– Waiting -- in lines, at youth sports events, airports, etc.
• “Did I miss anything?” is the primary driver
– Having the power of a WestlawNext available "in hand" is seen as a high value
proposition for alleviating some of that uncertainty
• High-priority content alignment
– Tier 1 = Cases, Statutes, Court Rules
– Tier 2 = Dockets, Regulations, Legal News, Public Records
– Mobile could provide an opportunity for news content; aligns with content
retrieval preferences via smart phones
From WestlawNext Mobile Baseline, 2009 11

12. Where?
Where do you typically work when telecommuting? (%)
0 10 20 30 40 50 60 70 80 90 100
Home 89.4
Hotel 39.9
Others' offices 20.9
Vacation home 20.9
Public places 10.6
Coffee shops/cafes 10.1
Other 2.6
From 2012 ABA Legal Technology Survey Report 12

13. What to deliver?
http://assets.econsultancy.com/images/resized/0001/1461/app-web-native-blog-full.png 13

14. Transferring known metaphors
14

15. Conforming to the form factor
15

16. Designing for Tablet Users in the Legal Domain
TRENDS IN MOBILE DESIGN
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17. Limiting to the core use cases in context
Watch Mobile (smart phone)
UC 1 UC 2 UC 3
Need input on one mark Review watch hits any Address a short opposition
urgently time, anywhere
Receive alert e-mail compatible
Paralegal (office) needs to get Remote user with mobile device. See hit
feedback from attorney (travel, commuting, micro- details, set status, forward to
(remote) on a specific watch hit break) wishes to “bang out” other users.
– take action Y/N? some routine, but
important, work. Mobile users needs to:
Mobile users needs to:
Mobile users needs to: • View All Hits
• View All Hits • View Details per hit
• View Details per hit • View All Hits • Set Status
• Set Status • View Details per hit • Add Comments
• Add Comments • Set Status
• Add Comments
17

18. Limiting to the core use cases in context
Change a status
Add a comment
Clear annotations
Hide marks
Send marks to trash
Request goods translations
?
Email a record View all hits
Create/modify an Owner Highlight View Details
Create/modify an Goods Highlight Change a status
Filter a list of marks Add a comment
Sort a list of marks View the logo enlarged
Print the records table
View a reported mark's history
View a mark owner's history
Select goods text for export
View the logo enlarged
View a mark's full details
Attach/view a Web-check image
Attach/view an industry-specific image
Attach/view a trademark office image
Select record(s) for export
Create/edit export templates
Create an alert
….
18

19. Leveraging the social aspect
19

20. Impacts on productivity
• Today’s smart phones and tablets are powerful
and underemployed
• Some lawyers are using their mobile devices to
develop their business
• Lawyers need more technical support to improve
productivity...
• ... but some kinds of support may actually hinder
rather than help
• Law firm clients seem unaware of the security
issues posed by mobile devices
• Judges are cracking down on the use of smart
phones and tablets
• Mobile technology is in its infancy
http://www.elite.com/partnernetworknews/2011-12/Productivity-in-the-Legal-Profession.pdf 20

21. Designing for Tablet Users in the Legal Domain
DEMONSTRATIONS
21