AI Summaries UI

AI Summaries

Enabling customers to get structured, reliable insights from their contracts.

2024 AI/ML Customer-Facing Service Design GTM Collaboration HITL Workflows
Problem

Post-negotiation summaries were key value drivers in both Ontra's core NDA service and as a standalone offering, but were outdated and needed to be modernized in the age of AI.

Solution

AI Summaries leverages natural language processing to automatically generate structured, reliable insights from contracts.

Results

AI Summaries drove efficiency improvements (up to 60% reduction in review time for complex agreements) for Ontra lawyers and reliable insights for customers, and the same design was later leveraged for new product offerings. There were a lot of pivots and learnings along the way about how to best design around the HITL checks, which I'd be happy to expand upon further.

Solution Preview

Allowing complete customization of summary templates to enable customers to get any information they want from their documents

As you scroll: a single question card that adapts to different field types, then the same card zoomed out as one section inside the full composable outline, then a document table where a newly generated summary is flagged as unreviewed.

That's All I Can Say Here.

Confidentiality obligations restrict me from sharing more. Please do reach out, and I'd be happy to chat in detail & walk you through my process.