The judicial filing team faced a fragmented and slow workflow, relying on a combination of a legacy system and a manually updated Excel spreadsheet. Because critical information was decentralized across these mismatched tools, users struggled to find the data they needed to complete tasks efficiently. The core challenge lay in the sheer volume of actions required to process a single filing, which significantly increased operational friction and the potential for errors.
I ran three rounds of user research directly with the filing team before opening Figma. I needed to understand which fields people checked constantly, which ones they only needed occasionally, and where the current process broke down under real workload, not just in theory. That distinction became the backbone of the whole redesign.
The judicial filing team at Caixa relied on a legacy system paired with a manually updated spreadsheet. Every filing required jumping between both tools just to find the information needed to act. The real problem wasn't the interface, it was that critical data lived in two places that never talked to each other, and every extra click was a chance for something to be missed or duplicated.
The dashboard shipped to strong praise from both the product owner and the platform's daily users, replacing a fragmented, error-prone workflow with a single source of truth. It's part of a broader effort across Caixa's ecosystem of 100+ legacy products, where the same tension between data density and usability shows up again and again.
