Overview
A redesigned "Create Summary" flow that leads with the document and progressively reveals options such as summary type, compression ratio, and sections.
Who it's for
New and existing CaseMark users who create summaries frequently.
Problems it solves
- →Original flow exposed too many knobs at once and confused users
- →Legal summary jargon (like "10:1") wasn't clearly explained
- →Power features cluttered the experience for new users
Key use cases
- →First-time users pick a document and are guided through a simple, step-based flow
- →Power users customize format (10:1, 5:1), included sections, and naming patterns without overwhelming UI
- →Users save and reuse favorite configurations as templates
- →Inline help and tooltips clarify concepts so users don't need external docs
My contributions
- →Redesigned multi-step flow prioritizing document selection first
- →Created progressive disclosure patterns for power features
- →Designed inline help and tooltips for legal terminology
- →Developed template save/reuse functionality