The challengeThe 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 non software development experience, his need was a tool that provides a friendly framework to create an agreement with ease. A lightway and more intuitive experience than the traditional text-typing. The key of success was to build a fashion and modern tool bearing in mind its professional purposes.
The solutionWe started off from the scratch gathering all the ideas our client had in a simple sheet of paper. We ran our Discovery Phase processes implementing our best UI/UX practices to convert and flourish 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 developement 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.
A template based agreement creator was designed so the solution would be flexible enough to cover different users business models. To make this possible the nature of several kinds of agreements was analyzed and different approaches were proposed. Administrators create 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.
In the beginning, navigation was the key of success to properly connect business flows. Various iterations over the product design were needed to get to its final page/form, always focusing on giving the user 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 a lot on creating a human operable interface using the classic principles of a good design.