- AI / ML
- B2B SaaS
- Workflow
- InsurTech
Analyser
AI-Augmented Contract documents Analysis Platform
Owned end-to-end design of an AI-assisted contract analysis platform, bringing workflows scattered across 5+ tools into one product. The product has since been white-labelled and sold as a service by the AI development partner.
Overview
My Role
Product Designer
Key Outcomes
- Streamlined contract review during critical renewal periods
- Designed Continuous AI Training in workflow that felt natural to users
- Built user trust through transparent AI verification design
Additional Complexity
- Remote collaboration with a dev team in France
- Tech constraints: LLM latency and inability to build a specific layout
- Ecosystem consistency: aligned with two products and fed insights into a core product
The Product
AI-assisted contract analysis platform, bringing workflows scattered across 5+ tools into one product.
Fragmented, High-Stakes Workflows
During busy renewal periods, underwriters analyse hundreds of reinsurance and insurance contracts under tight deadlines. Their workflow is chaotic—constantly switching between:
- Contract PDFs
- Email chains
- Notes documents
- Slack conversations
- Dropbox files
Need a solution that could
- Make contract review instantaneous, not time-consuming
- Simplify checking against complex underwriting rules
- Reduce compliance risk and financial exposure
How might we accelerate contract analysis without compromising thoroughness, accuracy, or user confidence in AI-generated insights?
Research and Discovery
I conducted stakeholder interviews with underwriters and product managers to understand their workflows, pain points, and needs during high-pressure renewal periods.
Key Insights that shaped design
- Navigation must be instantaneous and mirror document’s natural flow
- Users question AI accuracy, design should communicate transparency and verifiable sources
- AI assistance should feel like productive work, not extra overhead
Design Evolution
I went through three distinct layout approaches, testing each with PMs and users to land on the optimal information hierarchy that also fit within the dev team's technical constraints.
- 01
Early Prototype
This is what the UI looked like when I first joined the project.
#Christmas tree #Unclear IA #Long scroll #Content gets lost - 02
Explored Modal-Based Details (users’ fav)
Rebalanced the information hierarchy across multiple layers of detail
Consolidated all detailed information in a modal to minimise visual noise
(blocked by dev team due to tech constrains) - 03
Hybrid Tabs + Accordion (final)
Parent accordions organised by document section (mirroring contract order)
Enable users to do side-by-side comparison with one click
Design Decision
Detected wording is compared against preferred language in a clear side-by-side view with concise risk summaries, enabling decisions in seconds.
AI-Powered Comparison with Source Verification
Human-in-the-Loop Machine Training
Underwriters can quickly verify or relink AI-detected text within the “Text” view, embedding feedback directly into their normal review workflow.
Natural Review Workflow
Key validation actions are surfaced at the point of review, enabling one-step decisions and preserving underwriters’ analytical flow.
Action List for Faster Collaboration
Instead of jumping between components to recall what needs discussion, underwriters get a consolidated view of every flagged item, suggested alternative, and comment at a glance. When everything checks out, a single 'Finish Validation' click closes the loop.
Impact
Contract review was streamlined through the critical renewal periods, when volume peaks and turnaround is tightest. Continuous AI training was built into the workflow itself, so every correction an underwriter made improved the model without interrupting their review.
The product has since been white-labelled and sold as a service by the AI development partner.