Juro, 2024
Bringing clarity and a feeling of control into the hectic document lifecycle
Context
Juro is a platform where business teams can create, discuss, agree, and sign documents. It’s like G-Docs meets DocuSign powered by contract workflows. Contract lifecycle may last weeks and involve many people from both sides: sales kicks it off; buyer tweaks terms; in-house legal checks compliance and flags risks; leadership signs off. Any unclear change postpones the deal and involves more negotiation costing more money. Versioning system helps to stay on top of important events in the document.
Pain
Old versions are messy, unclear, and unreliable, fueling mistrust between parties. Imagine a legal counsel who can’t tell what changed, chasing colleagues for answers, and spending days on something that should take minutes. One missed edit could cost a deal. It’s a nightmare for anyone working with contracts.
Outcome
Elevating the events tracking and versioning control system, enhancing its functionality for different personas’ needs.
Impact
A 15% increase in customer satisfaction scores was achieved with the contract collaboration experience.
14% increase in active monthly users of versions.
An 80% reduction in support tickets related to restoring versions or unclear version creation.
2.5x faster performance due to new visual and information architecture.
Team learned correlated issues across the platform and informed the future roadmap.
Timeline and milestones
6 months (January – June 2024)
10 releases
Team and my role
Product unit of 7 folks:
Staff Product Designer (Myself)
Product Manager
Tech Lead
QA
Back-end
Front-end x2
14% MAU increase driven by the new document's history
Legal and business users need to understand when and why versions are created. New timeline groups related contract events into key milestones and helps trace contracts' evolution, accelerating approvals.
Document milestones make it easier to follow the story behind every contract—enabling legal approvals, sales progress, and ops workflows to run smoothly.
Key events are grouped within milestones helping track updates and reasons for a version creation.
2.5x faster timeline due to UI optimisations
Sales, legal, and ops teams need to quickly check a version activity, like whether a client has opened the document. Grouping similar events and versions created automatically reduces visual noise and improves rendering performance.
Similar events within one version and autosaved versions within one status are collapsed optimising interface and navigation.
Reduce in legal review loops driven by new activities and filters
Reviewers need to pinpoint specific events (e.g. redlines or comments) without scanning everything. A searchable list of events provides customers with queried information in seconds.
Filters allow to quickly find desired document updates in the activity list even in heavily negotiated documents.
There are about 40 activities with detailed information about the type, author and date. Some of them provides critical context about changes made.
CSAT increase driven by version comparison
Legal personnel need to compare the latest version with the original or any point in between to catch legal risks or major deviations from standard terms without digging through every draft.
A 'compare two versions' tool that lets users pick any pair of versions to diff.
Renaming versions help teams to track progress and navigate drafts with context.
Renaming versions help teams to track progress and navigate drafts with context.
Self-serve versions back-up reduces CS tickets
When a bad edit slips in, teams need to restore a known‑good draft instantly. Manual fixes triggers approvals flow and are time-consuming.
A 'Restore' action rolls the document back to any prior version with one click.
Restoring rolls back all document's attributes to a desired status drastically reducing manual work.
Restored versions are easy to track within the timeline.
Speeding up sign-off with the changes map UI
Scrolling 50-pages document to locate a few changes or navigating via 'Next change' and 'Previous' buttons through hundreds of punctuational marks to find an important redline isn't scalable. Changes map and cards helps to locate meaningful updates.
Changes map and cards speed up updates review.