Cognitiveplus SaaS

Work > Cognitiveplus (SaaS)

Making document review faster
and accessible to non-experts

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

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, Upload documents for classification and insights extraction and 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

↳ Improved usability throughout first run and primary user scenarios (Start and configuration of new project, add documents, document review) enabling users to create more projects including legal documents effortlessly (efficiency, effectiveness and user satisfaction) that will lead in turn to a deeper and more productive use of the software (influencing higher NPS and lower IPD KPIs)

↳ Aligning teams with mapmaking initiatives, design thinking and design systems through all product phases

↳ Win over new international client from Spain (new business)

Role and responsibilities

↳ Lead Designer
↳ UX Design, Information Architecture, UI Design, User Research, Figma Prototyping, Prototyping, Branding, Icon design, Spot Illustrations

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

Step 1: Explore

↳ Customer Insights
↳ Stakeholder Interviews
↳ UX Audit
↳ Competitive Analysis

Step 2: Define

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

Step 3: Design

↳ Information Architecture
↳ Wireframes / User Flows
↳ High Fidelity Designs
↳ Prototyping

Step 4: Deliver

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

Design phases applied*

Understand the problem

↳ 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 with user researcher

↳ Competitive analysis

↳ Review with teams for analysing findings and framing problem statement

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

Design the solution

↳ 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

CONTACT →

george@2brainsuxlabs.com