endorsedOngoing

Account-Opening & Contract-Search Web Platform for Law Firm

Services Covered:

UI/UX Design • Website Development • Cloud Consulting and Services

Industry

Legal

Duration

70 months

Budget

10K - 49K

Start Date

1 October 2020

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable Rootquotient is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Hedge Legal

Canada

Project Summary

RootQuotient is building a bespoke web platform for a boutique law firm to help investors open accounts with banks and negotiate agreements, with document storage and searchable extraction of contract clauses. The team has produced roughly 60 UI screens and is executing UI/UX work in Adobe XD, with a planned backend in Ruby on Rails and hosting on Google Cloud. The client praises the team's attention to detail, transparency, and effective project management.

Key Challenges

Build a bespoke web platform to help open accounts with banks and support negotiation workflows.
Store and extract contract documents and key clauses to make them readable, searchable, and analyzable.
Design a user-friendly, branded UI/UX aligned with wireframes.

Project Deliverables

Operational workflow web platform to guide users through banking/account-opening and negotiation processes.
Document storage with searchable extraction of key contract clauses.
Wireframes and UI/UX designs (about 60 screens) created in Adobe XD.
Backend implementation planned using Ruby on Rails.
Hosting and deployment on Google Cloud; version control via Azure DevOps.

Project Solution

Built an operational workflow web platform to guide clients through banking account openings and negotiation processes, including tracking and simplifying those workflows. Implemented document storage and searchable extraction of key contract clauses. Delivered UI/UX design and wireframes in Adobe XD (about 60 screens) and planned backend development in Ruby on Rails with hosting on Google Cloud and Azure DevOps for version control.

Project Outcome

Built about 60 UI screens which received positive early reactions from end users.
Delivered a stable, on-target engagement with transparent project management and regular meetings, enabling client visibility into progress.
Produced a more powerful and intuitive design compared to limited competitors in the field.

Platforms

Tech Stack

Ruby on Rails

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Going through the provided scope documentation upfront has allowed RootQuotient to work effectively. They’ve created about 60 UI screens so far, which have gotten good early reactions from end users. What sets them apart is their attention to detail and belief in their clients’ success.”
Poseidon Retsinas
CEO & Founder
Date: 02/01/2021