Dashboard Legal — UX Case Study
‹ All work
04 — ACQUISITION UX · BLOOMBERG LAW · 2024–2025

Dashboard Legal Bloomberg Law

Replatforming, rebrand, and AI feature design for a legal
task management product acquired by Bloomberg Law.

Rebrand Integrations AI Features Usability Design System
222%
Monthly active user growth, 2025 vs. prior year
4
Features shipped: rebrand, homepage, Outlook integration, AI email summaries
1
Designer — full acquisition UX, audit to launch

One designer. One acquisition. Two very different worlds.

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.

Before
Original Dashboard Legal checklist page — colorful breadcrumbs, oversized progress bar, double header
Original

Colorful board labels, oversized progress bar taking up a third of the screen, double header. Color was the only navigation cue.

After
Redesigned checklist page — Bloomberg design system, compact progress indicator, unified header
Redesigned

Bloomberg design system applied. Single header, compact progress indicator, status-driven hierarchy. Color used semantically.

A founder-built product with strong opinions and no design system

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.

Colorful text everywhere

Colored text used across components to distinguish boards and checklists. Founders saw it as a navigation aid — it violated contrast standards and created noise.

Oversized progress bar

The CEO's flagship feature. Occupied a third of the screen. Usability testing showed users scrolling past it to reach actual work.

Double header

Duplicate headers created layout confusion and ate vertical space on every key screen.

Grid-only homepage

Grid-only. As matters grew, users had no way to scan or sort — just infinite scroll.

Startup identity resistance

Post-acquisition, the team still operated like a startup — protective of their aesthetic, resistant to Bloomberg standards.

No established design system

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."

Trust first, features second

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.

01

UX audit and usability testing

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.

02

Quick wins to earn trust

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.

03

Design system migration

With trust established, I led the Bloomberg design system migration — aligning typography, color, spacing, and components to Bloomberg Law standards for the first time.

04

Homepage redesign

Added table view alongside grid view — giving users a scalable way to manage growing matter lists without endless scrolling.

05

Integrations design

Designed the Practical Guidance integration (Bloomberg Law content as checklist templates) and the Outlook integration (email-to-task without context switching).

06

AI feature design

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.

Before and after

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.
Before
Original homepage — grid-only board cards with colored title text
Original

Grid-only, color-coded boards. No sorting, no density control. Scrolling was the only way to find anything.

After
Redesigned homepage — dual grid and table view, Bloomberg design system, no colorful text
Redesigned

Table view added alongside grid. Sort by name, progress, members, or date. Favorited boards surface first. Full Bloomberg DS compliance.

Workstream page showing AI-generated Activity Summary cards sourced from Outlook emails
Workstream + email activity

AI-generated Activity Summary cards derived from Outlook emails — source thread, timestamp, linked documents. Passive, always-on.

AI features

Two features designed to cut manual overhead and support enterprise adoption.

AI email summaries

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.

AI Assistant

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 — AI Activity Summary

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-generated Activity Feed Review modal showing email-parsed tasks ready to assign to checklists
AI email summaries

AI parses email threads into structured action items. Users select tasks, assign to a checklist, confirm — one step from inbox to tracked work.

Results

222%
Monthly active user growth, 2025 vs. prior year
Enterprise adoption via Bloomberg rebrand and AI productivity features
6
Core improvements shipped: rebrand, homepage, Outlook integration, AI summaries

What I learned

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.