LevPath
Duration
9 months
Platform
Web app
My Role & Constraints
As the sole product designer, I took full ownership of the user experience and UI design execution from concept to final developer handoff.
The client came to us after negative experiences with two previous agencies due to their shallow understanding of the domain, delayed updates, and unsatisfactory UI quality. With no direct market analogs available, we had to digitize offline Excel workflows based solely on legacy pages from the previous team and ongoing guidance from the client. Operating without an initial research phase or clear process scheme for the first two months, we moved step-by-step, relying on intuition and close collaboration with a legally educated project manager.
The Process
We operated in a highly dynamic, task-by-task mode — redesigning existing pages, adding granular table features, and mapping out step-by-step click flows for every scenario to rebuild client trust. Work was split between modifying legacy wireframes and creating new UI components. It was only two months in, when the client shared an internal workflow diagram covering all roles, that we fully grasped the true scale of the multi-party deal lifecycle and how all our isolated features connected.
To initiate a deal, users build tables by creating sections, rows, and sub-rows, setting values, and sharing the draft with internal team members.
The Process
Once shared, colleagues review the draft and leave feedback. When the creator opens the table to address updates, this input appears in dedicated adjacent columns — placing user data side by side with peer feedback and inline comments.
The Process
The lender's side interface allows lenders to approve or reject items line by line using Yes/No buttons, prompting counter-proposals whenever an item is declined.
The Process
To match industry practices for deal creation, the workflow incorporates a Comparison View for analyzing historical precedents. Users can evaluate multiple past deals side by side, extract the most suitable values from each, and compile them into a new draft without starting from scratch.
The Outcome
We successfully untangled a highly intricate, multi-party deal workflow and established a scalable, production-ready design architecture for the entire table-based lifecycle. Through continuous iterations, extensive edge-case mapping, and refining table variations alongside the client, we provided a flexible, fully coherent MVP foundation ready for engineering implementation and stakeholder validation.
The Reflection
Looking back, I would handle one strategic decision differently. I would ask the client upfront to provide any existing high-level workflow scheme covering all user roles, rather than working on isolated tasks for months without a bird's-eye view of how the entire process connected.