Navigating the Path to Error-Free Contract Completion: A Strategic Approach
Genie is an online legal platform for businesses to create, review and negotiate legal documents with the help of an AI assistant. legal templates often contain some blank square bracket terms, e.g. [Company number], or even optional sentences to select from. Our users often complain about how tedious and prone to errors filling out legal templates could be. They want to make sure they can fill out the template quickly and with ease. My primary goal is to prioritize error prevention and ensure seamless contract completion for users engaging with our platform. To tackle this challenge effectively, my initial focus is on identifying potential issues before delving deeply into platform development. I kickstart this process by benchmarking against other platforms, analyzing how they address and overcome similar obstacles. This strategic approach not only adds a cool edge to our development process but also equips us with valuable insights and innovative ideas to revolutionize the user experience.
Company
Genie AI
Role
Product Design, Prototype, User Research
Research
I initiated the research phase, encompassing both secondary and primary research. For secondary research, I conducted desk research into Juro, Pandadoc, GetAccept, GoogleDoc, and other products and concepts related to contracts.
How Might We Decrease Errors To Ensure Users Can Interact With The System Easily?
Benchmark
When I examined these products, I noticed that they incorporate a variables feature to simplify the process of filling in product details. Basically, a variable is a merge field designed to save time by auto-filling any information that frequently occurs in your documents.
User Interview
After completing the interviews, I identified significant challenges such as contract management and the process of filling out contracts. It became evident that they seek a clear understanding of their actions and desire assistance throughout the entire process. Thus, support and knowledge emerge as crucial inputs for the design.
Design Process
After user interviews and benchmark analysis, I have decided to implement a variable feature to facilitate users in filling out contracts effortlessly. There are a few critical areas to consider:
- Ensuring clarity for the user and a smooth onboarding flow
- Creating a friendly environment and guiding users who may be unsure how to fill out the contract
- Providing an easy-to-track and clear UI design.
As a starting point, I wanted to provide users with an onboarding message without knowing what they would encounter, so they could understand the meaning of the term "variable"
When they click the 'Start Here' button, I aimed to provide them with a welcoming message, making them feel our presence and informing them about the extent of the information they need to fill in. Additionally, if users are unsure about what to do next, I want to provide them with that information as well. Users can also see the number of variables present, and if desired, they can search for a specific variable.
When the user selects a specific variable, the chat section opens, and our assistant guides the user on what to do and how to correctly fill in that input. Based on our research findings, users prefer to see how frequently a specific variable is used. I intend to incorporate this insight and highlight it in my design. Additionally, if a user enters incorrect information in the input, our assistant will promptly warn them and guide them to correct it.
After completing the input filling, they return to the beginning with slight differences. On this page, users can review what they have previously done through the assistant and ensure that they have indeed completed their actions. The variable filled by the users has moved to the bottom, and the edit button has become active. Now, if they are not satisfied with their answers, they can change them.
