Challenge
Streamline the contract creation process for users on any device. The solution should allow for easy creation and quick completion of contracts on mobile, while empowering desktop users to design personalized contract templates with custom clauses and variables.
Discovery
Goals
- Reduce typing errors in contract completion.
- Increase contract completion speed.
- Enhance signed contract verification.
- Easen the contract creation process with templates.
Scope
- Responsive website designed in Figma.
- Responsive web app designed in Figma.
- Mobile app designed in Figma.
- Create/edit a new contract.
- Create/edit a new custom contract template.
- Create/edit clauses and variables (custom models).
- Send and sign contracts digitally.
- Organized folder for open and completed contracts.
- Gallery of predefined contract templates.
- Comprehensive audit trail for contracts.
Deliverables
Value proposition canvas
Insights
- Automated Calculation of Estimated Net Pay: Automatically calculate the estimated net pay after deducting the costs outlined in the clauses. For example, an employee can easily determine their net salary after social security contributions have been deducted.
- Automatic Payroll Calculation: Generate payroll calculations effortlessly.
- Estimated Costs for Breach of Contract: Estimate the potential costs associated with breaching any of the contract clauses.
- Contract Milestone Checklist: Utilize a comprehensive checklist to track and verify the fulfillment of contract milestones.
- Automated Reminders and Countdowns: Receive timely reminders and automatic countdowns for upcoming deadlines stipulated in the contract clauses.
- Pop-up Explanations for Confusing Terms: Instantly access pop-up explanations to clarify any ambiguous terms within the contract.
- Identification of Hidden Risks: Uncover potential hidden risks stemming from contract clauses and due diligence issues.
- Step-by-Step Guidance and Legal Recommendations: Access step-by-step guidance and tailored legal recommendations for pre-defined contracts, particularly for micro and small businesses.
- Automated Payment Scheduling: Automate payment scheduling based on the fulfillment of contract terms.
- API Integration and CRM Linkages: Seamlessly integrate contracts with CRM platforms (Pipedrive, Salesforce, HubSpot) to automatically populate documents with customer information.
- QR-Code Verification of Contract Authenticity: Verify the authenticity of signed contracts using secure QR codes.
UX Design
User persona
User journey map
Insight: Streamlined Contract Creation and Management
- Pre-approved Contract Templates: Provide a library of expertly crafted and legally vetted contract templates to save time and ensure compliance.
- Digital Contract Workflow: Enable seamless digital contract creation, signing, and archiving, eliminating the hassle of paper-based processes.
- Smart Form Filling: Utilize intelligent forms to automatically populate contract fields with relevant information, minimizing manual data entry.
Insight: Enhanced Contract Search and Management
- Digital Contract Workflow: Implement a streamlined digital contract creation, signing, and archiving system.
- Intelligent Contract Search: Empower users to quickly locate specific contracts using advanced filter options.
- Smart Form Filling: Utilize intelligent forms to automatically populate contract fields with relevant information, minimizing manual data entry.
Sitemap
Secure User Access and Key Functionalities:
Login Wall: A secure login wall ensures that only authorized users can access the platform.
The platform’s core screens are:
Contract Templates: Easily access and manage a library of pre-defined contract templates.
Contracts: Create, view, edit, and manage contracts efficiently.
User Profile: Personalize user settings and preferences.
Creation flowchart
Users can perform essential actions, including:
Create New Contract Template: Craft and save reusable contract templates for future use.
Create New Contract: Generate new contracts based on templates or from scratch.
Fill Out Contract: Populate contract fields with relevant information.
Wireframe + Userflow
The comprehensive sitemap provides a clear overview of the functionalities and screens necessary to create the Minimum Viable Product (MVP) of the legal contract creation application. It also outlines the specific actions that each user type can perform within the application.
Brand Identity
Symbolism
The brand identity is crafted around a simple yet impactful logo featuring modern sans-serif typography enclosed within a secure framing element. This design conveys a sense of stability, trustworthiness, and professionalism.
Colors
A range of blue hues is employed throughout the brand identity, symbolizing modernity, technological advancement, and unwavering security. These colors reinforce the brand’s core value proposition of providing a fast, intelligent, and reliable platform for contract creation and management.
UI Design
Web app
Mobile
Website
Achievements
- Reduced typing errors in contract completion by 2/3 compared to the traditional method at the end of the period.
- Increased contract completion speed by 5x compared to the traditional method at the end of the period.
- Increased signed contract verification speed by 3x compared to the traditional method at the end of the period.
- Increased productivity in creating new contracts based on a template by 2x compared to the traditional method at the launch stage.
- 95% Net Promoter Score (NPS) at the launch stage.