CASE STUDY 02
UX · Information Architecture · Client Experience
2025
CLIENT ACCESS ROUTER
ROLE
DELIVERABLES
HTML, CSS, JavaScript, WordPress, Framer
TOOLS
USERS
Current clients and people making payments
01
THE PROBLEM
01
Visible at scale
Subtle distortions became impossible to ignore in large-format production.
02
No reliable source
There was no clean master file, technical guide, or established process to fall back on.
03
Compressed timeline
The asset had to be corrected quickly enough to keep signage production moving.
01
case access, general payments, and financing were all handled in different places.
03
The interface needed to remain direct and forgiving when attention and patience were already limited.
the first iteration
02
initial production version
Prove the logic before polishing the system
why i revisited it
03
01
Numbering and multiple interface states drew attention to the mechanics of the sequence rather than the meaning of each choice.
03
02
The launch button, destination buttons, navigation controls, and exit action did not share one consistent interaction language.
redesign goals
04
01
Create one visual language
The launch control, destination options, contact route, and exit action now share related proportions, transitions, and hover behavior.
02
Remove unnecessary steps
The sequential questionnaire was replaced with one scannable choice set, allowing users to reach a destination without moving through multiple screens.
03
Prioritize user goals
Every option describes what the client wants to accomplish. Vendor names remain secondary to clear, task-based labels.
04
Preserve a clear fallback
A direct office-contact route and restrained close control give users a way out without competing with the primary destinations.
redesign goals
05
Before
Initial production modal
Sequential questions
Numbered options
Multiple interface states
Mixed control treatments
After
Redesigned component
One screen overview
Direct destination choices
Unnumbered action labels
Unified interaction system
The original modal was implemented on the firm’s production website. The version shown in this case study recreates and refines that workflow for the portfolio while preserving the underlying routing strategy.
why i revisited it
06
design decisions
07
01
avoided
Open Clio Client Portal
used
View my case
02
case
payment
financing
contact
03
Clients can close the modal or contact the office when none of the listed destinations feels correct.
contact the office
x close
Implementation
REPRESENTATIVE EXCERPT
<motion.button
ref={closeRef}
type="button"
aria-label="Close client access window"
onClick={closeModal}
onMouseEnter={() => setCloseHovered(true)}
onMouseLeave={() => setCloseHovered(false)}
onFocus={() => setCloseFocused(true)}
onBlur={() => setCloseFocused(false)}
whileHover={{ y: -2 }}
transition={{
duration: 0.2,
ease: "easeOut",
}}
style={{
position: "absolute",
top: 16,
right: 16,
display: "flex",
alignItems: "center",
justifyContent: "center",
width: 44,
height: 44,
padding: 0,
color: closeHovered ? goldHover : gold,
background: closeHovered
? "rgba(231, 183, 99, 0.12)"
: "transparent",
border: `2px solid ${
closeHovered ? gold : "transparent"
}`,
borderRadius: 6,
boxShadow: closeHovered
? "0 4px 10px rgba(0, 0, 0, 0.25)"
: "none",
outline: closeFocused
? `3px solid ${white}`
: "none",
outlineOffset: 3,
fontFamily,
fontSize: "1.4rem",
fontWeight: 500,
lineHeight: 1,
cursor: "pointer",
}}
>
×
</motion.button>
what i would test next
The next step would be measuring where users hesitate,
choose the wrong route, or close the modal.
With analytics or moderated testing, I would examine whether clients understand the distinction between standard payments and financing, whether the option labels are scannable enough, and whether the contact fallback is visible without distracting from the primary routes.
I would also test the modal with people unfamiliar with the firm’s software rather than relying only on internal understanding.