B2B SaaSProduct StrategyInformation Architecture

LeadSuite

LeadSuite is the flagship investigative platform at LeadsOnline. I turned a vague ask to make a legacy interface easier to use into a scalable product foundation, redesigning the core person and case workflows that now support over half of platform traffic.

LeadSuite

*This work involves sensitive law-enforcement investigations, so I can't share full details publicly. These visuals are representative of the live product, and I'm glad to walk through the complete case study and design decisions in conversation.*

At a Glance

Role Lead Product Designer
Team 1 PM, 1 Product Analyst, 1 Tech Lead, 5 Engineers, 1 QA
Timeline Ongoing since Dec 2024
50%+ of platform traffic The redesigned person profile now drives over half of all traffic in the app, making the new IA a core product surface rather than a cosmetic improvement.
Scalable product foundation The tabbed architecture has already absorbed 2 new data source integrations without layout changes, supporting product velocity beyond the initial redesign.
Ambiguity turned into direction Translated a directional PM ask ("make it easier to use") into a buildable information architecture and a clearer model for future investigative workflows.

The Product Challenge

LeadSuite was the flagship platform, but its core workflows were still shaped by a low-adoption legacy product. The interface had been reskinned without rethinking how investigators actually move through people, cases, evidence, and leads. The risk was not just poor usability. The product needed a structure that could support daily use, new data sources, and the next generation of AI-driven workflows.

Product Question: How do you turn a dense legacy interface into a scalable foundation for the flagship investigative platform?

From Vague Ask to Product Foundation

The initial brief was simple: "make it easier to use." I used a UX audit and team facilitation to turn that directional ask into a product model the team could build from. The work became less about reorganizing screens and more about defining durable places for the product to grow.

Clarified the model

The person profile needed to become a structured hub for cases, associates, activity, and background data instead of a single page where every fact competed for attention.

Created room for growth

The case detail needed distinct views for summary, spatial-temporal analysis, evidence, and leads so future capabilities could be added without collapsing back into a wall of data.

Aligned the team

Audit findings gave product and engineering a concrete way to discuss tradeoffs, turning vague requirements into specific, buildable decisions.

What We Were Up Against

Wall of noise

The person profile loaded every data point simultaneously with no visual hierarchy. Investigators had to scan the entire page to find what they needed, with no tabbed structure, no grouping, no clear entry point.

Hard to follow, harder to discover

The original timeline and map design required cumbersome dual-axis scrolling to navigate. Enough functionality was buried or unclear that investigators, including me during the audit, were missing it entirely.

Vague requirements

PM asks were directional, not defined. I used the audit findings as a foundation, then facilitated team discussions to translate broad concerns into specific decisions about navigation, hierarchy, and product structure.

Person Profile

The person profile became the clearest proof point for the new product structure. I introduced a tabbed model - Cases, Associates, Activity Log, and a new 'Deep Background' tab - that gives investigators a direct path to the information they need while giving the product team durable places to add new data sources.

Before
Original LeadSuite person page with flat layout
After
Redesigned person profile with tabbed navigation and organized sections

The redesigned person profile now drives over 50% of all traffic in the app.

Case Detail

The case detail page is where investigators spend most of their time, so it needed to work as an operating surface, not a report. I restructured it around a vertical navigation with distinct views: an overview with the case summary and map, a timeline and map view for spatial-temporal analysis, and an evidence tab. Each view supports a different mode of investigative thinking without cluttering the others.

Redesigned case detail overview showing case summary, leads cards, and map
— Case detail overview: summary narrative, leads cards, and geographic context in one view

Timeline + Map

I redesigned the timeline as a full-width horizontal view, synced to the map, so investigators get two representations of the same facts for two different ways of thinking through a case. Events scroll chronologically left to right, and selecting one highlights its location on the map below.

Case detail timeline and map view with narrative events synced to geographic locations
— Timeline + Map: narrative events synced to geographic locations for spatial-temporal analysis

Leads

Leads is a net new feature, built in close collaboration with one of the developers. He brought the concept, and we workshopped it together until it became a focused workspace where investigators could track threads tied to a case, separate from the raw data views. It's designed to feel like a working surface, not a report.

Lead review modal showing a person of interest with investigative leads and intel connections
— Lead review: surfacing proximity, timing, and cross-case connections for a person of interest

What's Next

The redesign launched first to beta users, then expanded to a controlled subset of existing LeadsOnline customers, with a full rollout weeks away. Because the core IA now has clearer places for data, activity, leads, and search, it is becoming the foundation for two larger product bets: a Dashboard surfacing personalized investigative activity and trend detection, and an AI-powered search. The vision for where these features lead is covered in Unifying an Investigative Platform.

LeadSuite dashboard with analytics, trends, and property intelligence panel
— Dashboard with property intelligence panel: personalized activity, analytics, and trend detection

Reflection

Real usage, real validation

The redesigned person profile now drives over 50% of all traffic in the app. That signal confirmed the new structure had become a core product surface, not just a cleaner way to arrange content.

Scalable structure pays off

The tabbed model has already absorbed two new data source integrations without touching the core layout. Building for growth was not over-engineering, it was the right call for a flagship product with an expanding roadmap.

Ambiguity is a design surface

The vaguest asks often point to the most important problems. "Make it easier to use" turned into a full information architecture rethink.