Overhauling Core Component

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Background

The working cases in law firms are called Matters. Salesforce provides a path component as an out-of-the-box feature; this acts as a progress indicator and an outline with each interval attaching task requirements.

Intervals, or Stages, can technically be reconfigured. The Path ribbon - renamed Stage Set - and many stage options are maintained and templatized by administrators at law firms.

This feature helps track phases and the accompanying requirements over the course of an active Matter.

Problem

The current Path component (front-end) lacks accessibility as the Matter grows to incorporate additional stages, making it difficult for users to navigate the Stage Set.

Its core features of Stage Switch (back-end) and appending stages are confusing to use and difficult to manage at scale.

Solution

Create custom object replacing Salesforce Path component to:

reset & update user task flows
align with updated brand direction
ensure usability through responsiveness and scalability

Requirements / Constraints

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Impact

*note in here this feature is virtually on every matter for every user

*additionally (side?) the custom component allows for new placements within workspaces, with individual (non-power users) able to flexibly use throughout a matter lifecycle, but also in a day-to-day workflow (picture example? show it squished on side)

showcase how focuses user’s attention on the immediate with the scaled design, show-off activity timeline plug in, show-off individual user tweaks and admin templatizing

***for other section, display features keeping and features going (can be visual, ex. keep templates for admins, remove requirements, keep linear, remove commitments of linear like being stuck)

Goals

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Set-up / Anecdotal / Approach

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Highlight 1

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Additional As Needed

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