ContractSafe

ContractSafe is an electronic filing cabinet for contracts now with AI. It has three main sections on its dashboard: Overview, Contracts, and Contract’s Detail pages. Randy and Ken’s focus coupled with positive reviews from their customers is ContractSafe’s ease of use, making learning curves super easy.

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Services Provided

Design Systems

User Onboarding

UX Audit

Ul/UX Design

Design Thinking Workshop

Startup MVP

Roles

Design team

Product Management

UX/UI team

Vertical

Biometrics

Industry

Cloud Security

About the project

Task

Our biggest challenge was trying to meet a tight deadline for such a large project: we were given 2 months to create a new art direction, recruit users for testing, redesign the UX of 3 major user flows and create a design system to hand off to the development team.

Problem

The primary issue was the platform's difficulty in comprehension, leading to confusion for users. This resulted in prolonged processes, increased customer care inquiries, and sluggish pipelines.

Solution

We wanted to make it easier for users to quickly navigate and access key features, while also educating them on how they can be used. To accomplish this, we focused heavily on the onboarding flow where users were guided through features such as folders, team updates, and notifications.