Shuhan Yu Design

Representation Analytics — Shuhan Yu
All work
03 — Analytics · Bloomberg Law · 2019

Legal Representation Analytics

Customizable search, results, and export for a legal analytics tool — surfacing patterns that matter to practitioners.

Search UX Data Viz Export Flows Law Librarian Competitive Intelligence
Role
Lead UX Designer
Year
2019
Platform
Bloomberg Law
Primary User
Law Librarians

Fragmented search. Invisible patterns.

Inefficient, manual workflows involving fragmented searching and note-taking prevent law librarians from quickly accessing critical representation insights for competitive intelligence.

01

Manual search across dockets to find which attorneys and firms represent which companies, where, and for what.

02

Results scattered across different tabs — users must manually gather and compare to narrow down findings.

03

Download, combine, and clean data manually using competitor tools — a slow, error-prone process.

04

Excessive metadata in the platform — users only need the subset most relevant to their specific research.

One search. All the answers.

Help customers directly search for the company, attorney, or law firm and see related results — with the ability to customize the search criteria, filter results, and export a complete list in a single action.

Three ideas that shaped every decision

Starting from user research, we distilled the design into three governing principles — each addressing a specific friction point in the existing workflow.

Transparency builds trust

Users need to see the value of this search and trust the process in order to use it.

It's our responsibility to ensure users understand why they are seeing certain results.

User control enhances precision

Users care deeply about search results and have specific requirements on their research.

We should allow users to manipulate the dataset and find results they need without much effort.

Empowering users to use the data

Users need to make reports or share research results.

We should make it easy for users to make use of our dataset.

Three structural changes

  • Create a specialized representation analytics tool to serve the user needs
  • Show users the whole list of results all together in a unified view
  • Provide filters for all results and allow export in customizable formats
Relevant search results and filters — Step 2: Narrow Results
Step 2 — Narrow Results · Filter panel with courts, date range, and result counts

From search intent to exported insight

The journey begins with inputting an entity — a company, attorney, or firm. Throughout, validations and filters ensure efficiency and precision. Our key strategy: transparency, precision, and efficiency to empower practitioners to use our data in their workflow.

🏛 Law Librarian User Journey Map
Input Analytics Entity →
Narrow Results →
Export Results
Action
Input An Entity Confirm Entity
Apply Filters Search By Alternate Names
Check Results Print Result Page Export CSV Customize CSV
Emotion

"So many similar names — which one is right?"

"Nice to see many results — how can I narrow down?"

"Results are looking good! But it'll be annoying to compile results by myself."

Solution
  1. Use auto complete
  2. Show clear groupings of attorney / law firm / company
  3. Provide detail info about the entity
  1. Use AI generated boolean search query and exact word search
  2. Add most relevant filters
  3. Show result counts
  1. Show most crucial columns
  2. Show results in chronological order
  3. Allow users to export CSV and print the page as-is

Four features. One coherent tool.

Each feature addresses a distinct friction point — from first search to final report.

01
Auto complete
Accelerates the search process, prevents typos, and guides users toward relevant results with minimal effort.
02
Preview result
Allows users to verify data accuracy and relevance instantly, reducing unnecessary downloads before committing to a full export.
03
Refine search
Filters out noise from massive datasets, narrows results to exact criteria, and pinpoints the most relevant information.
04
Custom result
Tailors the result to match users' specific workflow — ensuring the most critical information is always precise and scannable.

The finished experience

Step 1: Search Analytics Entity — autocomplete with grouped results
Step 1 — Input Analytics Entity · Autocomplete with grouped categories
Step 1: Verify Analytics Entity — entity detail confirmation panel
Step 1 — Confirm Entity · Selected company detail with verify panel
Step 2: Narrow Results — filter panel with courts, date, and case types
Step 2 — Narrow Results · Court selection, date range, and case type filters
Step 3: Results — bar chart visualization and filtered data table with export
Step 3 — Export Results · Bar chart + sortable table with CSV export

A tool practitioners actually use

From Jul 28 to Oct 26, Representation Analytics drove strong adoption — practitioners not only landed on the tool but returned to use it, share it, and build it into their workflow.

839
Landing page views — 100% of users who found the tool
100%
722
Continued to use the practice tool after landing
86.1%
689
Made an interactive click — actively engaged with the tool
82.1%
300
Shared a document — took results into their workflow
35.8%
"
It's an honor to meet anyone who works on rep analytics — she will die without rep analytics.
Law Librarian · Unsolicited user feedback
Shuhan Yu
Senior UX Designer
Bloomberg Law · 2019