• Designed end-to-end workflows

• Built wireframes & high-fidelity prototypes

• Collaborated with engineering on API feasibility

Role: UX Designer
Product: Escrow Platform
Duration: 2 weeks

My Contribution

My Role

Discovery and Research

Problem

Escrow officers manage high volumes of transactions involving:

• Multiple parties

• Frequent document updates

• Tight deadlines

• Manual activity tracking

Pain Points

• Activity logs are passive and hard to scan

• Important updates are buried in long timelines

• Users must manually interpret “what happened” and “what to do next”

Ideation

Proposed AI Suggestion Panel

• Predefined smart prompts like:

  • Activity Today

  • Tasks Assigned to Me

  • Generate Work Summary

  • List of Next Steps

• Reduces time spent searching through logs

Proposed Solution

EscrowAI introduces a smart assistant panel that:

• Summarizes activity in plain language

• Suggests next actions

• Answers contextual questions

• Surfaces relevant updates in real time

Ask EscrowAI

Users can type:

“What changed today?”
“Who was removed from signing?”

Right Panel (Escrow AI)

• Persistent assistant

• Doesn’t interrupt primary workflow

Mockups

• User opens a file

• Views AI suggestions (e.g., “Activity Today”)

• Clicks a suggestion OR types a question

• EscrowAI processes activity data

• Returns:

  • Summary

  • Key changes

  • Suggested next steps

User Flow

Impacts

• Manual scanning of logs

• Missed updates

• Time-consuming coordination

Before EscrowAI

After EscrowAI:

• Faster decision-making

• Reduced cognitive load

• Better visibility into file activity

• Significant time savings