bridge legal

Investment Management Platform

Investment Management Platform

overview

Bridge Legal is a tech company streamlining complex workflows in legal and financial industries. As the company expanded into litigation finance, I led the end-to-end design of a web platform to simplify fund management experience, automating manual workflows through features such as data visualization, loan progress tracking, and scenario prediction.


This project successfully enabled Bridge Legal to enter the litigation funding business and drove adoption of 5 enterprise clients within 1 month of launch.

Timeframe

Timeframe

Timeframe

Apr - Jun 2025 (3 Months)

Team

Team

Team

1 Product Designer (Me)

1 Product Manager

3 Software Engineers

Role

Role

Role

Product Strategy · User Research · IA · Wireframing & Prototyping · Engineering + Sales Handoff

background

Litigation finance gives millions a fair chance at justice

Litigation finance gives millions a fair chance at justice

Behind many well-known mass tort cases — from defective medical devices to toxic exposure lawsuits — litigation funding companies provide the essential capital that plaintiffs need to pursue claims and win compensation.

400K+

400K+

Americans are seriously injured by defective products or unsafe drugs every year

$15 Billion

$15 Billion

capital has been invested in this industry, growing rapidly as more funders enter the space

70%+

70%+

of claimants in mass tort cases say they couldn't afford litigation costs on their own

problem

However, fund managers are drowning in spreadsheets and data chaos

However, fund managers are drowning in spreadsheets and data chaos

Fund managers overseeing litigation loans often handle 40–50 active loans across 5–6 funds, each with its own terms, cashflow models, and risks. But instead of robust systems, most rely on scattered Excel sheets, manual reconciliations, and ad-hoc processes.

“When we get a new loan, we'll have a raw inventory file. It’s super messy. You don't want to work with it — we barely want to work with it.”

— Fund Manager @ Kerberos Capital

challenge

How might we turn legal finance chaos into clarity —
enabling fund managers to easily monitor loan progress and identify risks?

How might we turn legal finance chaos into clarity —
enabling fund managers to easily monitor loan progress and identify risks?

solutions

An analytical + operational platform built for insight and efficiency

An analytical + operational platform built for insight and efficiency

A cohesive management hub tailored for busy investors and fund managers

Portfolio Overview. Where's my capital, and what's the health of my portfolio?

Short page for quick scanning

Keep all key metrics within a single viewport for rapid scanning and comprehension

Insightful Visualization

Use advanced visualizations to surface risks beyond static charts

Proactive Risk Monitoring

Highlight top 5 weak loans with risk bands and color-coded alerts

Borrower Creation x Progress Tracking. 111

Short page for quick scanning

Keep all key metrics within a single viewport for rapid scanning and comprehension

Insightful Visualization

Use advanced visualizations to surface risks beyond static charts

Proactive Risk Monitoring

Highlight top 5 weak loans with risk bands and color-coded alerts

Scenario Planning x Return Prediction. What if we exited earlier?

Short page for quick scanning

Keep all key metrics within a single viewport for rapid scanning and comprehension

Insightful Visualization

Use advanced visualizations to surface risks beyond static charts

Proactive Risk Monitoring

Highlight top 5 weak loans with risk bands and color-coded alerts

design process

Creating an Intuitive Chatbot Interface

Creating an Intuitive Chatbot Interface

The design phase emphasized developing a user-friendly conversational interface for the chatbot, prioritizing natural and engaging interactions. The goal was to make digital conversations feel personal and supportive, enhancing the overall user experience.

impact

Achieving Significant Customer Retention Improvements

Achieving Significant Customer Retention Improvements

The introduction of the chatbot led to a 20% reduction in customer churn, highlighting the effectiveness of instant, accessible support in enhancing customer loyalty.

Boosting Satisfaction and Operational Efficiency

Boosting Satisfaction and Operational Efficiency

The chatbot's success in providing round-the-clock responses improved customer satisfaction levels. Additionally, automating responses to routine inquiries allowed human agents to focus on more complex customer needs, enhancing service quality.

Revolutionizing Customer Service with AI

Revolutionizing Customer Service with AI

The chatbot integration at Global Bank Corp has effectively addressed key customer service challenges, demonstrating the transformative potential of AI in the financial sector. This project not only improved customer retention and satisfaction but also positioned the bank as a leader in customer-centric innovation.

takeaways

Learn a new domain from ground up

Learn a new domain from ground up

Without prior finance background, I learned the financial logic quickly to design a product funders actually trust.

Diagnose with data, treat with design

By truly understanding how funders measure performance and risks, I built visualizations that truly inform decisions.

AI as augmentation, not replacement

AI as augmentation, not replacement

Automation streamlined tedious work, letting fund managers focus on strategic decisions — a model of human + AI collaboration.