TrustedIQ

Complex AI-driven Workflows

Challenge

TrustedIQ is an AI-native platform that analyses financial and legal documents, flagging discrepancies against CRM and ERP records for human review. Customers struggled to see which opportunities were assigned to them and had no clear sense of progress. The opportunity list was ordered in a way that surfaced parsing errors first, forcing users to scroll past irrelevant items before finding those ready for review.

My Impact

As TrustedIQ’s first designer, I led the redesign of the entire application, conducting research to uncover key usability issues, prototyping and testing new workflows with customers, and collaborating closely with engineering to accelerate delivery and establish a scalable design system.

Solution

I redesigned the platform around clarity and ownership, introducing a dynamic dashboard for custom workflows and a slide-out review panel to streamline contract reviews. Users could now focus on relevant opportunities, track progress, and resolve AI-flagged discrepancies quickly and confidently.

Role Product design and research | Year 2025

Process

Discovery
Understanding the problems to solve

TrustedIQ is an AI-powered SaaS platform that reviews legal contracts and revenue data by comparing documents against CRM (Salesforce) and ERP (NetSuite) records.

When I joined TrustedIQ, the product had fundamental usability challenges, although there was no clear documentation or consensus on what those usability challenges were. I conducted a series of research interviews with our customers to find out what was going on. What I found is that customers were logging in to review contracts and opportunities pulled from Salesforce, but they had no clear sense of what belonged to them, what was already being reviewed by teammates, or how much progress had been made overall.

Without personal workflows or progress tracking, contract review was slow, confusing, and prone to duplication. Users often felt lost in a sea of opportunities, unable to prioritise or see where they stood.

“Right now I have to go through the whole list of contracts in TrustedIQ and try to figure out which ones are mine. There isn’t an easy way to see what’s assigned to me versus what my teammates are already reviewing.”
— P3, finance/revenue operations

Solution
Redesigning the contract review flow

Dynamic Dashboard with Custom Workflows

I redesigned the dashboard so that users could filter opportunities (e.g. by region, type, or renewal status) and save those filters as personal workflows.

  • Example: A user focused only on EMEA contract renewals could create a workflow tailored to that scope.

  • The dashboard metrics updated dynamically, showing:

    • Opportunities left to review

    • Current mismatch rate

    • Number of discrepancies resolved

This gave every user a clear sense of ownership and progress.

Interactive Review Panel

I introduced a side-panel review flow that allowed users to quickly move between opportunities without losing context.

  • Users could keep the dashboard open while flicking through opportunities.

  • Key fields (e.g. contract end dates) were surfaced in the panel, making it easy to spot discrepancies across multiple contracts in sequence.

This reduced friction and sped up the review process significantly.

Prototying & Testing
Vibe coding fully functional prototypes

I began sketching the flows in Figma, then built a fully interactive prototype in V0. Given how interactive these workflows were, V0 made the most sense for usability testing. It allowed me to show customers exactly how the product would respond to their actions and gather feedback on real interactions rather than static screens.

The prototype also turned into an unexpected asset for engineering. Developers used V0’s GitHub integration to pull out styling and components, accelerating the build of the redesigned product.

Rollout & Outcomes
Improved feature adoption

First released on mobile to address the most fragmented experience. Later extended to desktop and web to ensure consistency and a unified brand experience across platforms.

Outcomes

  • Increased customer trust: Users reported feeling reassured knowing Norton and Genie were continuously working for them, even when no threats were detected.

  • Improved feature adoption: User testing and post-rollout feedback showed customers were more likely to complete setup after the redesign, and engagement with unconfigured features noticeably improved.

  • Consistent experience: A unified global and local stats framework brought clarity across mobile, desktop, and web.

This work shifted the customer experience from reactive protection, where customers only saw occasional alerts, to proactive reassurance, where they had continuous visibility. It also gave Genie a clear role in the product experience, strengthening trust and differentiation.

Impact
Customers, teams, and delivery

The redesign transformed how users engaged with TrustedIQ. They could now create workflows that reflected their own responsibilities, track progress in real time, and move seamlessly through contract reviews. The experience shifted from being confusing and fragmented to one that was clear, efficient, and adaptable.

For the business, the V0 prototype bridged the gap between design and engineering, speeding up front-end delivery and setting the stage for a scalable design system.

This project reinforced for me the value of designing for ownership and visibility in complex, data-heavy products, and how the right prototyping tools can amplify collaboration and impact.