VirtualTerms

VirtualTerms is a simpler and quicker way to create an agreement. The tool provides a framework of terms for business agreements. Users simply agree to incorporate terms existing in VirtualTerms by reference, and then can also add, delete or modify the terms at their convenience. It also serves as a repository for legal professionals to have a source of reference for the most commonly used business legal clauses and agreement templates.

The challenge

The challenge was to create a solution that provides users which have different expertise in the legal field with a way to create reliable business agreements. The client was a lawyer with little to no software development experience, his need was a tool that provided a friendly framework to easily create an agreement. A lighter way and more intuitive experience than traditional text-typing. The key of success was to build a modern tool bearing in mind its professional purposes.

The solution

We started off from scratch gathering all of the ideas our client had on a simple sheet of paper. We ran our Discovery Phase processes implementing our best UI/UX practices to convert and draft those ideas into a real product roadmap. As a result of this stage we laid out all wireframes and mockups, providing the set of user flows needed for the development phase. We used React.JS, Node.JS and MongoDB to implement all the features, giving our client the ability to scale and introduce changes with ease. Once the product was approved for the go-live, we supported the transition to publish the product into the production environment.

The final product is an intuitive and flexible tool, that creates modern and professional standardized-looking business agreements.

Ideation

A template-based agreement creator was designed so the solution would be flexible enough to cover different user’s business models. To make this possible the nature of several kinds of agreements was analyzed and different approaches were proposed. Administrators created different base templates, including different clauses and definitions to be chosen as needed from the Terms Library. The Terms Library was designed to give users the ability to browse clauses and definitions for detailed context. It also allows users to see older versions and review terms and definitions used in agreements that were built in the past.

UI/UX

In the beginning, navigation was the key to success to properly connect business flows. Various iterations over the product design process were required to arrive at its final page/form, always focusing on providing the user with context about where he/she is, what options he/she has available, and how to properly complete all needed actions. Working with material design and using its guidelines helped to create a human operable interface using the classic principles of a good design.