Contractbook is a digital platform for managing contracts, offering tools for creation, collaboration, signing, and storage to streamline workflows.
Product Design
User Research
UI/UX Design
Design System
Cross-Functional Team
The challenge
Contractbook made it simple to draft and manage agreements, but one big limitation stood out:
Improved oversight
Owners needed an easier way to track the completion of key fields.
Stronger safeguards
Sensitive details required protection from unintended edits.
Smoother workflows
Automating assignments and reminders could reduce manual follow-ups.
Scalable collaboration
Field-level control made the platform more flexible for diverse team setups.
The challenge
Contractbook made it simple to draft and manage agreements, but one big limitation stood out:
Improved oversight
Owners needed an easier way to track the completion of key fields.
Stronger safeguards
Sensitive details required protection from unintended edits.
Smoother workflows
Automating assignments and reminders could reduce manual follow-ups.
Scalable collaboration
Field-level control made the platform more flexible for diverse team setups.
The challenge
Contractbook made it simple to draft and manage agreements, but one big limitation stood out:
Improved oversight
Owners needed an easier way to track the completion of key fields.
Stronger safeguards
Sensitive details required protection from unintended edits.
Smoother workflows
Automating assignments and reminders could reduce manual follow-ups.
Scalable collaboration
Field-level control made the platform more flexible for diverse team setups.
My Role
I was the product designer on a cross-functional team. Working with the product manager, tech lead, and developers, I shaped the experience end-to-end: from research and flows to prototyping, testing, and design QA.
My Role
I was the product designer on a cross-functional team. Working with the product manager, tech lead, and developers, I shaped the experience end-to-end: from research and flows to prototyping, testing, and design QA.
My Role
I was the product designer on a cross-functional team. Working with the product manager, tech lead, and developers, I shaped the experience end-to-end: from research and flows to prototyping, testing, and design QA.
The process
To understand the problem we conducted a full analysis of tickets submitted to customer success, performed in-depth interviews with users, and carried out user story mapping to better understand their journey. These activities provided us with valuable insights into users' needs and pain points and allowed us to see opportunities.
The process
To understand the problem we conducted a full analysis of tickets submitted to customer success, performed in-depth interviews with users, and carried out user story mapping to better understand their journey. These activities provided us with valuable insights into users' needs and pain points and allowed us to see opportunities.
The process
To understand the problem we conducted a full analysis of tickets submitted to customer success, performed in-depth interviews with users, and carried out user story mapping to better understand their journey. These activities provided us with valuable insights into users' needs and pain points and allowed us to see opportunities.
Challenges
We learned that the most technically efficient option wasn’t intuitive for users.
By testing alternatives, we found contextual menus inside the editor gave the right balance of discoverability and ease of use.
Challenges
We learned that the most technically efficient option wasn’t intuitive for users.
By testing alternatives, we found contextual menus inside the editor gave the right balance of discoverability and ease of use.
Challenges
We learned that the most technically efficient option wasn’t intuitive for users.
By testing alternatives, we found contextual menus inside the editor gave the right balance of discoverability and ease of use.
The solution
The main challenge was balancing user needs with technical limitations. To deliver immediate value while building toward a long-term vision, we introduced an interim solution that kept negotiations inside Contractbook:
Suggested changes
Private comments for internal collaboration
Streamlined pathways for reviewing and accepting edits
This phased approach allowed us to address urgent pain points while refining a live prototype for a more robust final solution.
The solution
The main challenge was balancing user needs with technical limitations. To deliver immediate value while building toward a long-term vision, we introduced an interim solution that kept negotiations inside Contractbook:
Suggested changes
Private comments for internal collaboration
Streamlined pathways for reviewing and accepting edits
This phased approach allowed us to address urgent pain points while refining a live prototype for a more robust final solution.
The solution
The main challenge was balancing user needs with technical limitations. To deliver immediate value while building toward a long-term vision, we introduced an interim solution that kept negotiations inside Contractbook:
Suggested changes
Private comments for internal collaboration
Streamlined pathways for reviewing and accepting edits
This phased approach allowed us to address urgent pain points while refining a live prototype for a more robust final solution.
Impact
The improved negotiation flow brought measurable benefits:
Increased satisfaction
Post-launch feedback showed increased user satisfaction with visibility controls, boosting retention and engagement.
Fewer errors
Field-level assignments reduced mistakes and ensured accurate data.
Enhanced security
Sensitive information was easier to manage and protect.
Time savings
Automated assignments and reminders reduced manual effort.
Impact
The improved negotiation flow brought measurable benefits:
Increased satisfaction
Post-launch feedback showed increased user satisfaction with visibility controls, boosting retention and engagement.
Fewer errors
Field-level assignments reduced mistakes and ensured accurate data.
Enhanced security
Sensitive information was easier to manage and protect.
Time savings
Automated assignments and reminders reduced manual effort.
Impact
The improved negotiation flow brought measurable benefits:
Increased satisfaction
Post-launch feedback showed increased user satisfaction with visibility controls, boosting retention and engagement.
Fewer errors
Field-level assignments reduced mistakes and ensured accurate data.
Enhanced security
Sensitive information was easier to manage and protect.
Time savings
Automated assignments and reminders reduced manual effort.
