Gaurav Barad Portfolio

FamEase – Simplifying Post-Loss

Documentation Mobile App

Project Brief

FamEase is a digital service platform designed to help families manage legal and financial documentation after the loss of a loved one.

After a death in the family, relatives must deal with multiple administrative tasks such as obtaining death certificates, transferring financial assets, closing bank accounts, and handling insurance claims. These processes often involve multiple institutions, complex documentation requirements, and long processing times.

The objective of the FamEase mobile application was to create a centralized platform where users can request services, upload documents, track case progress, and communicate with service providers easily.

The goal was to design an intuitive mobile experience that simplifies complex documentation workflows and provides clear visibility into the progress of each service request.

Client Name

FamEase

Industry

Legal & Documentation Services

Geography

India

Expertise Used

Research, Design Thinking, UX Design, UI Design

Platform/Touch Points Covered

Mobile App

Key Highlights

Challenges

Objective & Goal

Solutions

Fragmented Service Process

Simplify Service Management

Centralized Dashboard Experience

Structured Case Management

Transparent Quotation & Payment Flow

Secure Document Management System

Integrated Appointment Scheduling

Improve Process Transparency

Streamline Document Handling

Enhance Communication

Build User Trust & Confidence

Lack of Process Transparency

Complex Documentation Requirements

Poor Communication with Service Providers

Users needed to manage multiple services such as death certificates, PF transfers, and legal documentation through different institutions.

Create an easy-to-use platform where users can request services like death certificates, PF transfers, and legal documentation without visiting multiple institutions.

Designed a homepage dashboard that provides quick access to services, request activity, and pending actions in one place.

Introduced the My Cases section where users can track services across three stages: Initiated, Processing, and Completed.

Implemented a clear quotation system with cost breakdowns and flexible payment options, allowing users to review and approve services before proceeding.

Created a document upload and management feature with preview, access control, and feedback options to simplify document sharing.

Added scheduling functionality for verification calls and meetings, improving coordination between users and service providers.

Provide clear visibility into the status of each service request so users can track progress from initiation to completion.

Allow users to upload, manage, and securely share required documents with service providers through the app.

Enable smooth communication between users and service providers through updates, notifications, and case tracking.

Design a clean, intuitive interface that reduces confusion and helps users feel confident while managing sensitive legal processes.

The main goal was to design a mobile application that:

To achieve these goals, several UX and product design solutions were implemented.

Users could not easily track the status of service requests.

Managing and sharing multiple documents across services was difficult.

Users struggled to get updates and communicate with service providers.

Persona & Visual Styling

Rahul Mehta

Rahul is an IT professional who recently lost his father. He is responsible for handling multiple administrative tasks such as obtaining a death certificate, transferring financial assets, and closing bank accounts. Rahul prefers a digital solution that helps him manage documentation and track service progress easily without spending time visiting different institutions.

Goals

Complete legal and financial documentation quickly

Track the progress of service requests in one place

Avoid visiting government offices and banks repeatedly

Receive clear updates about required documents and next steps

Pain Points

Complex legal and administrative procedures

Unclear document requirements for different services

Difficulty tracking progress across multiple institutions

Time-consuming offline processes

Age

Profession

Marital Status

Location

Married

Pune, India

Sunita Sharma

Sunita recently lost her husband and needs help managing documentation such as insurance claims, pension transfer, and bank account updates. She is not very familiar with legal procedures and prefers a simple app that clearly explains the steps and helps her manage the entire process without confusion.

Goals

Understand each step of the documentation process

Submit documents without making mistakes

Track service updates easily

Complete formalities without relying on agents

Pain Points

Legal processes are difficult to understand

Fear of submitting incorrect documents

Lack of clear guidance during documentation

Difficulty tracking multiple service requests

Age

Profession