LinkSquares · AI

Redirecting a flagship AI experience from save-first to answer-first

I inherited an engineering proof of concept that proved the model worked, but put six setup steps between the user and the answer. I used research, prototype testing, and a rapid redesign to reframe the product around the user's real job: ask a contract question, get the answer, verify the source, and save it only when it's worth reusing.

LinkAI prototype: deep analysis interface
View the prototype
Role
Senior Product Designer, Interaction ยท End-to-end
Outcome
Reframed a save-first POC into an answer-first flow.
Team
PM, 2 engineers, data scientist
Research
Mixed methods ยท moderated tests with external legal professionals
Timeline
~3 months

01 ยท Overview

Designing for AI legal teams actually trust

LinkAI is the intelligence engine behind LinkSquares, a contract platform used by more than 1,200 customers. For our core market, lean in-house legal teams inside much larger companies, a credible AI experience was becoming a retention question. The first interaction had to feel like leverage, not setup work.

I led design end-to-end, from reframing a vague brief, through reworking what engineering had built, to a redesign that shipped to production.

02 ยท Problem

A vague brief without a defined user need

I was asked to design a feature called "Custom AI Values," a way for LinkSquares' AI to extract answers from contracts that didn't exist as structured data. The brief was vague. The team knew it involved AI extraction and that the results would become searchable, but nobody could articulate what the top use case actually was.

Business need
Defined
Create custom AI-extracted values from contracts that become permanent, searchable fields in the system.
User need
Unknown
What problem does this actually solve for the person using it? Why would they do this?

What did legal teams actually want from AI?

To find the missing user need, I went to the evidence we already had. Our UX researcher had a pipeline of beta users in an AI research tool, so I reviewed screen recordings and chat transcripts, queried the research corpus directly, and used Claude to help sort repeated behaviors into an intent taxonomy. The synthesis sped up the analysis. The categorization and the product interpretation were mine.

Two findings shaped the direction. Users were asking answer-shaped questions the product couldn't answer, like "what is the termination notice period?" And verification sat underneath every category: whatever legal users asked, they needed to see where the answer came from before acting on it.

I brought the taxonomy to the PM, EM, and data science team, and we aligned on extraction-powered Q&A as the first bet. It addressed the clearest demand, extended the search experience we already had, and used our contract corpus as an advantage. We consciously deferred risk assessment, playbook compliance, obligation management, and reminders. Extraction had to work before the product could responsibly recommend or act.

03 ยท Discovery

The POC was built around the wrong assumption

Without a clear use case, engineering built around their own guess: users would want to save custom AI values as permanent searchable fields. Part of that gap was mine. I was supporting another team at the same time and left the direction too broad. And with token limits, pricing, and expected usage still unresolved at the leadership level, the POC optimized for cost control.

The result put saving first. Six steps stood between a user and an answer: ask, search, confirm extraction, edit instructions, review five previews, give feedback on each. Before a single result hit the screen.

Engineering proof of concept
Engineering proof of concept

Finding the real use case

I ran a demo of the POC with our internal legal team. The tool had a ton of usability issues, but buried in that meeting was the moment that changed everything. Someone on legal asked about logo usage permissions across their contracts. Their reaction to the multi-step flow was immediate.

"Which companies permit the use of their logo? I just want my damn answer."
Internal legal team, during POC demo

That reframed the whole problem. Engineering had designed for saving. Users needed the answer first. The save could come after, if they even wanted it.

Business need
Defined
Create custom AI-extracted values from contracts that become permanent, searchable fields in the system.
User need
Defined โœ“
Ask a natural language question about my contracts and get the answer. Let me save it later if I need to.

The session made the problem visible, but it didn't immediately change the launch plan. Engineering had months invested and reasonably wanted to release and learn. I documented the trade-offs and escalated the launch risk: a poor first experience could teach customers the AI was cumbersome before we had proved its value. Objection alone wasn't enough, so I paired the escalation with a concrete alternative. When broader company changes moved the launch by two months, I used that window to build and test an answer-first prototype in under a week, using Claude and Figma Make to compress work that would normally take several weeks.

The principle
Answer first. Show the source evidence. Offer persistence only after the result is useful. Keep cost controls out of the primary workflow.

04 ยท Process

Designing within the constraints we inherited

My audit of the existing build came back with three problems.

Language
Engineering terms (extract, value, instructions) where legal users think in legal terms.
Flow
Five setup steps before a single result hit the screen.
Trust
No way to see how the AI got its answer, which legal can't ship without.

The team had months in the existing build. Scrapping it would slip the AI roadmap. So the redesign had to keep the backend and only change what users saw. I mapped what was movable with the lead engineer and data scientist.

Two changes drove the most discussion. We cut the "preview five examples" step: the data scientist confirmed the model could classify scope on its own, which made the gate redundant. And we moved from batch results to streaming with a stop button, which addressed engineering's cost concern and gave users a sense of progress.

What I changed
โœ•

Answer first, save later. Flipped the flow so users see results before being asked to configure anything.

โœ•

Cut the 5-preview review step. The model could handle scope on its own; the user shouldn't have to.

โœ•

Streaming results with a stop button. Users see progress as it runs; engineering keeps its cost control.

My redesign
My redesign
Try the prototype
Explore the full deep analysis flow, streaming results, save, and re-run

05 ยท Outcome

Testing with real users

With the redesigned prototype, I ran moderated usability tests with external legal professionals. The scenario: marketing pings legal because the website has logos from companies who aren't even customers anymore. They need to know which logos they can use, by end of day.

Study participants
P1
In-house legal counsel
Familiar with AI search tools (Copilot)
P2
In-house legal, small team
Mid-sized org, amendments and supplementary agreements
P3
In-house legal, enterprise
70,000-person company, 150-person legal team

The good news: the renamed two-mode search landed. Every participant understood the distinction between "basic search" and "deep analysis" immediately, and saw the value in having both options.

"Having the two options is very useful because it depends on what I'm looking for.", P2

But I also learned things I wasn't expecting.

Key findings
Data mismatches destroyed trust instantly
Participants independently cross-referenced the AI's stated counts against the results table. Any mismatch killed their confidence immediately. One participant rated trust at 2 out of 5.
"I would need to go back to the source contracts to cross-check before acting on anything."
Updating overwrote previous results, and users hated it
Users wanted to refine their prompts without losing what they'd already found. The current flow just replaced everything with no version history.
"I will actually lose the first set of results. I'm not quite sure how I feel about that." , P1
"It would be good if you could make a copy and modify that copy... save that as a separate prompt instead of replacing the original one.", P2
"Save" meant three different things to three different people
P1 expected it to save the full chat thread, like Copilot. P2 expected it to save results for future retrieval. P3 expected a file download. The actual behavior matched none of them.
"It's pretty imperative for me to be able to save the conversation and then be able to pick it up from where I've left off." , P1
Users wanted to interrogate the AI's reasoning, not just see results
Every participant wanted to click into a result and see where in the contract the AI found its answer. They wanted clause-level specificity, not just contract-level flags.
"Is there a way to maybe further ask questions why it pulled it, or what stood out about that contract versus having to go in for a deep dive?" , P3
The system was smarter than users realized, but they had no way to know
The AI already used semantic matching during deep analysis, but users saw a literal keyword like "logo" and assumed results were limited to that exact term.
"My company uses the wording 'branding guidelines' and 'trademarks.' We don't actually use any references to logos." , P3

Impact

What this delivered

Impact on the user

  • โ†’Legal teams no longer have to read through dozens of contracts one by one to find a single answer. They can ask once and get it back, with the exact clause shown.

Impact on the team

  • โ†’Engineering bought into the streaming-results approach once the prototype showed it was how to work with the system, not around it.
  • โ†’Clause-level source attribution became the standard pattern for how LinkSquares' AI features explain themselves.
  • โ†’The thought-process component became the template for explaining AI reasoning across other surfaces in the product.

Impact on the business

  • โ†’The answer-first flow shipped to production, replacing the engineering proof-of-concept.
  • โ†’LinkAI became the AI feature anchoring LinkSquares' next-gen migration, validated by the company's own legal team before launch.

The redesigned flow reached production in March 2026, after my role ended in a company reorganization, and LinkAI is publicly live today. I left before post-launch data was available, so I don't claim adoption numbers. The measurement plan I left behind tracked query completion and abandonment, citation opens as a signal of verification behavior, and conversion from one-time answers to saved AI Values.

06 ยท Reflection

What I learned

From the usability findings, I designed a second iteration. I added a thought process component showing what the AI searched for in plain language, renamed "save prompt" to "save AI Value" with a first-time explainer modal, and pushed the PM to prioritize clause-level source linking, which every participant had asked for independently. I also designed the library screens with a live table of results.

Three things I'd carry forward. Define the user journey before a technical POC grows into the product; I should have left the team with a clearer use case when my attention shifted. Feasibility is not the same as user value; the POC answered "can we extract this?" but not "why would a legal user do this?" And escalation works best when it comes with a path forward. The decision changed because I brought evidence, a reframe, and a working prototype, not just a critique.

The result I'm proudest of: recognizing that a technically successful POC was solving the wrong job, and helping the team change course before launch.

LinkAI prototype: Save as AI Value modal
See it in action
Explore the full deep analysis flow: streaming results, save, and re-run