Techco
Confidential B2B Legal-Tech Company
About project
CLIENT
Confidential B2B Legal-Tech Company
PLATFORM
Responsive
This platform built to simplify the reconciliation of CRM data with legal documents. The focus was on creating a seamless workflow for profile creation, document processing, and term reconciliation using AI-powered extraction. Through user research, iterative wireframes, and usability testing, the platform evolved to support scalable team collaboration, role-based access, and real-time analytics—ensuring accuracy, clarity, and efficiency in managing large volumes of lease-related documents.
My Role
I led user research, wireframe design, and usability testing. I also supported AI workflow mapping, created a UI prototype in Figma, and edited the demo walkthrough video. Our team collaborated closely throughout the ideation, testing, and iteration phases.
Understanding the Client
The client was building a legal-tech platform to reduce manual effort in reviewing lease agreements. Their goal was to help legal and operations teams automate data reconciliation between CRM and contract documents using AI-powered extraction.
Design Process
Background Research
Research goals
-
Understand current reconciliation workflows

-
Evaluate user needs for document processing

-
Identify collaboration and access control needs

-
Assess expectations for analytics and accuracy

Research Goals
Background Research
The client was building a legal-tech platform to reduce manual effort in reviewing lease agreements. Their goal was to help legal and operations teams automate data reconciliation between CRM and contract documents using AI-powered extraction.
How often do you reconcile legal documents with CRM data?
User flows
