Replatforming, rebrand, and AI feature design for a legal
task management product acquired by Bloomberg Law.
In 2024, Bloomberg Law acquired Dashboard Legal a two-person-built task management platform for attorneys. The goal: integrate it fully into the Bloomberg Law research and matter lifecycle.
I was brought in as Lead UX Designer (US) to own the full acquisition UX audit, usability fixes, Bloomberg rebrand, integrations, and AI features.
This was not a greenfield project. It was a negotiation technical, cultural, and creative.
Colorful board labels, oversized progress bar taking up a third of the screen, double header. Color was the only navigation cue.
Bloomberg design system applied. Single header, compact progress indicator, status-driven hierarchy. Color used semantically.
Built entirely by two founders without formal UX methodology. Patterns were inconsistent, logic was founder-specific, and several issues were so tied to the product's identity that changing them required trust-building before redesign.
Colored text used across components to distinguish boards and checklists. Founders saw it as a navigation aid it violated contrast standards and created noise.
The CEO's flagship feature. Occupied a third of the screen. Usability testing showed users scrolling past it to reach actual work.
Duplicate headers created layout confusion and ate vertical space on every key screen.
Grid-only. As matters grew, users had no way to scan or sort just infinite scroll.
Post-acquisition, the team still operated like a startup protective of their aesthetic, resistant to Bloomberg standards.
No token structure, no documented patterns. Just conventions nothing to build a Bloomberg integration on top of.
"UX is science, not only art. There are logic and reasons behind our design decisions and it took time for the team to understand that."
The hardest part wasn't the design it was creating conditions where good design could land. I worked in deliberate phases, earning credibility through evidence before pushing for systemic change.
Audited the product and ran usability tests to surface evidence for issues the founders had normalized. The progress bar was the clearest case users scrolled past it every time, despite the CEO's confidence in it.
Fixed the most painful problems first double header, oversized progress bar, colorful text. Demonstrably better results opened the door to the Bloomberg design system conversation.
With trust established, I led the Bloomberg design system migration aligning typography, color, spacing, and components to Bloomberg Law standards for the first time.
Added table view alongside grid view giving users a scalable way to manage growing matter lists without endless scrolling.
Designed the Practical Guidance integration (Bloomberg Law content as checklist templates) and the Outlook integration (email-to-task without context switching).
Designed the AI Assistant and AI email summaries parsing incoming emails into assignable tasks in Dashboard Legal, reducing context-switching for high-volume legal teams.
| Problem | Before | After | Rationale |
|---|---|---|---|
| Progress bar | ~⅓of screen height | Compact component | Users scrolled past it consistently. Reducing it restored hierarchy and surfaced task content. |
| Colorful text | Color = navigation cue | Structure = navigation cue | Color alone isn't a reliable differentiator. Replaced with layout, weight, and labeling. |
| Double header | Redundant headers | Single unified header | Removed confusion, recovered vertical space. |
| Homepage view | Grid only | Grid + table view | Grid breaks at scale. Table view adds sorting and density without scroll penalty. |
| Visual system | Ad-hoc founder conventions | Bloomberg design system | Unified the product within Bloomberg Law, reduced design debt, enabled consistent delivery. |
Grid-only, color-coded boards. No sorting, no density control. Scrolling was the only way to find anything.
Table view added alongside grid. Sort by name, progress, members, or date. Favorited boards surface first. Full Bloomberg DS compliance.
AI-generated Activity Summary cards derived from Outlook emails source thread, timestamp, linked documents. Passive, always-on.
Two features designed to cut manual overhead and support enterprise adoption.
Legal teams get buried in actionable email deadlines, assignments, requests. The AI email summary connects Dashboard Legal to Outlook, parses incoming messages, and surfaces the most important items as assignable tasks. Set up once, runs passively.
The AI Assistant helps users navigate tasks, surface relevant content, and act faster positioning Dashboard Legal as a single workflow destination within Bloomberg Law.
Workstream page with AI Activity Summary Outlook emails parsed into contextual cards, each timestamped and linked to source documents. Runs passively in the background.
AI parses email threads into structured action items. Users select tasks, assign to a checklist, confirm one step from inbox to tracked work.
The most important skill here wasn't visual it was persuasion through evidence. The founders were proud of what they'd built. Changing it required patience, respect, and consistent reference to user data over opinion.
Trust precedes change. I fixed real pain points before pushing the rebrand. By the time I made the case for the Bloomberg design system, they'd already seen my judgment was grounded in user behavior.
Acquisition UX is organizational design. Aligning a two-person startup with a large media company meant operating as a translator between two very different cultures.
AI needs workflow integration, not just UI. These features worked because they solved a real problem email-to-task overhead not because AI was the goal.