Making document review faster
and accessible to non-experts

Role and responsibilities
Lead Designer / UX Design, Information Architecture, UI Design, Prototyping, Branding, Icon design, Spot Illustrations

Overview

Partnered with CEO, customer success, product and engineering teams throughout all product phases for the redesign and envisioning of Legal tech SaaS application. Delivered user journey maps, information architecture diagrams, user flows, concepts, sketches, wireframes, designs and prototypes for MVP, key user scenarios, current and upcoming features. 
Cognitive plus is UK-based legal tech startup offering a document review and classification platform designed to extract key provisions from documents and enhance contract processing by streamlining reviews and improving negotiation outcomes across various industries. It's flagship SaaS application simplifies complex legal processes and tasks that traditionally require hours or days of manual effort can now be completed in minutes, making document review faster and accessible to non-experts, saving time and reducing risks for clients.

Problem

While the technology behind the platform feels solid, users find first run experience with limited guidance and assistance, while key user scenarios are somehow complex and cumbersome taking them longer than expected to complete, when successful. Additional issues: high user drop off rate from the start, before creating a project and customer support overhead.

Solution
Revamp UI and redesign key user scenarios (First run experience, Start & Configure project, Create Report) based on customer support feedback and usability evaluation findings by employing a user-centered design process and introducing onboarding, step-by-step processes and tested UI patterns for making the overall experience more intuitive so that users of all levels can complete their tasks effortlessly.



Impact

✅ Improving efficiency and effectiveness of primary user scenarios (Start and configuration of new project, add documents, document review) and user satisfaction of current user base
✅ Aligning teams with mapmaking initiatives, design thinking and design systems through all product phases
✅ Win over new international client from Spain 

Project highlights

Feature #1
Start and configure
project

First run and revisiting users can start a new project 
(and configure it along the way if needed), following a step-by-step guided process (stepper pattern) with related instructions.

Feature #2
Add documents

Users can import multiple documents into a project for classification either by drag and drop or select from computer capabilities.

Feature #3
Project dashboard &
Filter documents

Users can have a quick view of their classified documents status through project dashboard while they can search and filter at will for more refined views based on current needs and daily requirements

Design process

Explore
Customer Insights
Stakeholder Interviews
UX Audit
Competitive Analysis

Define
Personas & User Scenarios
User Journey Mapping
Problem Statement
Design Brief

Design
Information Architecture
Wireframe / User Flows
High Fidelity Designs
Prototyping

Deliver
Refine Prototype
Hand off / Annotations
Audit & Testing
Release & Monitor

Understanding the problem

Explore & define

✅ Gather insights through stakeholder interviews from customer success and product teams (Day in the life of and other user needs)

✅ End-to-end journey mapping (website, web app) of the current experience from Lawyer (First run and revisiting users) and Admin personas perspective

✅ Identify pain points through UX audit (Usability Inspection) and consult user researcher

✅ Competitive analysis

✅ Reviewing with teams for analysing findings and framing problem statement

✅ Outline improved experience and design action items in a design brief

Designing the solution

Explore & define

✅ Sketch and wireframe (low-fidelity) the design proposal and review with feature team

✅ Revise and move on with high-fidelity designs

✅ Create clickable prototype and share with product and content design team for review

✅ Test the prototype with real users (current clients)

✅ Iterate, finalize and hand-off to devs with annotated specs and design system

✅ Participate in Bug bash testing of produced features with cross-teams for identifying potential bugs before release

✅ Monitoring feedback from customers after soft release and plan updates

Design system

geokarvel@gmail.com