Client
Omnus Law
Contact Me
From 50 Systems to One: Redesigning an ERP for Legal Finance
Streamlining attorney payouts & partner pool distributions across 50 state accounts
Project Overview
Omnus Law’s Finance Team managed payouts for hundreds of attorneys using 50 separate Filevine accounts—exporting CSVs and wrangling spreadsheets for hours daily. I led the design of a unified Invoice & Partner Pool Dashboard that automated these processes and centralized data into a single, accurate ERP-style interface.
Sector
Legal Sector
Project Timeline
December 2024 - April 2025
My Role
Sole UX Designer
Team
Cross-functional partnership between Engineering, Finance, and Operations
Problems & Goals
Problem
50 Accounts
Goal
1 Dashboard
Problem
3-4 hrs/day
Goal
~0.5 hr/day
Problem
Frequent Errors
Goal
Automated Checks
My Role as Sole UX Designer
Define vision and structure for Invoice & Partner Pool dashboards
Conduct user research and process audits
Create wireframes, prototypes, and accessibility-compliant final designs
Collaborate with engineers to validate feasibility and data integration
Discovery & Insights
Methods
Shadowed finance operations for one week
Mapped manual workflows and data touchpoints
Reviewed Filevine API capabilities with engineering
Key Insight
“I spend 3–4 hours a day exporting reports from 50 accounts. Errors are inevitable.”
- Finance Controller
Manual Workflows
Log into Filevine
Export Report
Import to Excel
Manually calculate disbursement
(for each Filevine account)
Spreadsheet for maintaining 50 Filevine accounts.
This confirmed the need for a centralized data source and automated payout logic.
Ideation & Wireframes
Early wireframes explored consolidating client, timesheet, and disbursement data on a single Invoice page.
The design evolved around
Clarity
Hierarchy
Real-Data Representation
(rather than placeholders)
Invoice Summary
Disbursement View
Design System & Iterations
Design Rationale
I built a custom design system with design tokens and reusable components to ensure consistency across all ERP modules.
Disbursement Views
Developed two visual approaches for disbursements:
Tabular View – familiar spreadsheet feel
Visual Flow View – card-based with arrows
Outcome: Users preferred the tabular view for familiarity and readability; engineering prioritized it for feasibility.
Accessibility
WCAG 2.1 AA compliant design: high contrast, keyboard navigation, semantic tables, and screen-reader-ready markup.
Testing & Iteration
Approach
Observed Finance Team members navigating interactive prototypes with minimal guidance to evaluate intuitiveness.
Feedback Loop
Tabular view was fastest for data verification
Adjusted hierarchy to prioritize payout totals before line items
Simplified navigation between invoice and partner pool views
Outcomes & Impact
Quantitative Impact
75-78% Faster
in manual processing time(< 1 hr/day)
(compared to 2-4 hrs/day before)
Near-zero discrepancies
in calculation errors
(compared to frequent errors before)
“Green-Lighted”
for implementation with high user confidence
(compared to low confidence before)
Qualitative Feedback
“This finally feels like one system—not 50.”
- Operations Manager
Finance & Operations approved design for development after validation and QA.
Reflection & Takeaways
Balance Innovation with Familiarity
Tabular design resonated with finance pros
Design with Real Data
Ensures credibility and usability in data-dense environments.
Cross-functional Alignment is Key
Early collaboration between Design, Engineering, and Finance prevented rework.
End of page, but not the end of the story—thanks for being part of my UX journey.
A.C. Ivory
UX Designer
Contact Me
From 50 Systems to One: Redesigning an ERP for Legal Finance
Streamlining attorney payouts & partner pool distributions across 50 state accounts
Project Overview
Omnus Law’s Finance Team managed payouts for hundreds of attorneys using 50 separate Filevine accounts—exporting CSVs and wrangling spreadsheets for hours daily. I led the design of a unified Invoice & Partner Pool Dashboard that automated these processes and centralized data into a single, accurate ERP-style interface.
Client
Omnus Law
Sector
Legal Sector
Project Timeline
Oct 2024–May 2025
My Role
Sole UX Designer
Team
Cross-functional partnership between Engineering, Finance, and Operations
Problems & Goals
Problems
Goals
50 Accounts
1 Dashboard
3-4 hrs/day
~0.5 hr/day
Frequent Errors
Automated Checks
My Role as Sole UX Designer
Define vision and structure for Invoice & Partner Pool dashboards
Conduct user research and process audits
Create wireframes, prototypes, and accessibility-compliant final designs
Collaborate with engineers to validate feasibility and data integration
Discovery & Insights
Methods
Shadowed finance operations for one week
Mapped manual workflows and data touchpoints
Reviewed Filevine API capabilities with engineering
Key Insight
“I spend 3–4 hours a day exporting reports from 50 accounts. Errors are inevitable.”
- Finance Controller
Manual Workflows
Log into Filevine
ExportReport
Import to Excel
Manually calculate disbursement
(for each Filevine account)
Spreadsheet for maintaining 50 Filevine accounts.
This confirmed the need for a centralized data source and automated payout logic.
Ideation & Wireframes
Early wireframes explored consolidating client, timesheet, and disbursement data on a single Invoice page.
The design evolved around
Clarity
Hierarchy
Real-Data Representation
(rather than placeholders)
Invoice Summary
Disbursement View
Design System & Iterations
Design Rationale
I built a custom design system with design tokens and reusable components to ensure consistency across all ERP modules.
Disbursement Views
Developed two visual approaches for disbursements:
Tabular View – familiar spreadsheet feel
Visual Flow View – card-based with arrows
Outcome: Users preferred the tabular view for familiarity and readability; engineering prioritized it for feasibility.
Accessibility
WCAG 2.1 AA compliant design: high contrast, keyboard navigation, semantic tables, and screen-reader-ready markup.
Testing & Iteration
Approach
Observed Finance Team members navigating interactive prototypes with minimal guidance to evaluate intuitiveness.
Feedback Loop
Tabular view was fastest for data verification
Adjusted hierarchy to prioritize payout totals before line items
Simplified navigation between invoice and partner pool views
Outcomes & Impact
Quantitative Impact
Metric
Before
After
Improvement
Manual processing time
2-4 hrs/day
< 1 hr/day
75-78% faster
Calculation errors
Frequent
Minimal
Near-zero discrepancies
User confidence
Low
High
Finance team “green-lighted” implementation
Qualitative Feedback
“This finally feels like one system—not 50.”
- Operations Manager
Finance & Operations approved design for development after validation and QA.
Reflection & Takeaways
Balance Innovation with Familiarity
Tabular design resonated with finance pros
Design with Real Data
Ensures credibility and usability in data-dense environments.
Cross-functional Alignment is Key
Early collaboration between Design, Engineering, and Finance prevented rework.
End of page, but not the end of the story—thanks for being part of my UX journey.
A.C. Ivory
UX Designer
Contact Me
From 50 Systems to One: Redesigning an ERP for Legal Finance
Streamlining attorney payouts & partner pool distributions across 50 state accounts
Project Overview
Omnus Law’s Finance Team managed payouts for hundreds of attorneys using 50 separate Filevine accounts—exporting CSVs and wrangling spreadsheets for hours daily. I led the design of a unified Invoice & Partner Pool Dashboard that automated these processes and centralized data into a single, accurate ERP-style interface.
Client
Omnus Law
Sector
Legal Sector
Project Timeline
Oct 2024 - Apr 2025
My Role
Sole UX Designer
Team
Cross-functional partnership between Engineering, Finance, and Operations
Problems & Goals
Problems
Goals
50 Accounts
1 Dashboard
3-4 hrs/day
~0.5 hr/day
Frequent Errors
Automated Checks
My Role as Sole UX Designer
Define vision and structure for Invoice & Partner Pool dashboards
Conduct user research and process audits
Create wireframes, prototypes, and accessibility-compliant final designs
Collaborate with engineers to validate feasibility and data integration
Discovery & Insights
Methods
Shadowed finance operations for one week
Mapped manual workflows and data touchpoints
Reviewed Filevine API capabilities with engineering
Key Insight
“I spend 3–4 hours a day exporting reports from 50 accounts. Errors are inevitable.”
- Finance Controller
Manual Workflows
Log into Filevine
ExportReport
Import to Excel
Manually calculate disbursement
(for each Filevine account)
Spreadsheet for maintaining 50 Filevine accounts.
This confirmed the need for a centralized data source and automated payout logic.
Ideation & Wireframes
Early wireframes explored consolidating client, timesheet, and disbursement data on a single Invoice page.
The design evolved around
Clarity
Hierarchy
Real-Data Representation
(rather than placeholders)
Invoice Summary
Disbursement View
Design System & Iterations
Design Rationale
I built a custom design system with design tokens and reusable components to ensure consistency across all ERP modules.
Disbursement Views
Developed two visual approaches for disbursements:
Tabular View – familiar spreadsheet feel
Visual Flow View – card-based with arrows
Outcome: Users preferred the tabular view for familiarity and readability; engineering prioritized it for feasibility.
Accessibility
WCAG 2.1 AA compliant design: high contrast, keyboard navigation, semantic tables, and screen-reader-ready markup.
Testing & Iteration
Approach
Observed Finance Team members navigating interactive prototypes with minimal guidance to evaluate intuitiveness.
Feedback Loop
Tabular view was fastest for data verification
Adjusted hierarchy to prioritize payout totals before line items
Simplified navigation between invoice and partner pool views
Outcomes & Impact
Quantitative Impact
Metric
Before
After
Improvement
Manual processing time
2-4 hrs/day
< 1 hr/day
75-78% faster
Calculation errors
Frequent
Minimal
Near-zero discrepancies
User confidence
Low
High
Finance team “green-lighted” implementation
Qualitative Feedback
“This finally feels like one system—not 50.”
- Operations Manager
Finance & Operations approved design for development after validation and QA.
Reflection & Takeaways
Balance Innovation with Familiarity
Tabular design resonated with finance pros
Design with Real Data
Ensures credibility and usability in data-dense environments.
Cross-functional Alignment is Key
Early collaboration between Design, Engineering, and Finance prevented rework.
End of page, but not the end of the story—thanks for being part of my UX journey.
A.C. Ivory
UX Designer