product feature
Document Tagging
Tag-based document views allow users to organize and find files beyond traditional folders. By applying tags to documents, users can instantly filter and view files across an entire record –without digging through folders.
Use case
As a user, I need a fast way to find and act on the right documents in a record, because sifting through thousands at once slows my work and increases errors and duplication.
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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
The Process
Design is fundamentally a user-focused approach to solving problems for users.
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In this phase of the design process, we gather as much context as possible around the problem we’re solving.
We conduct interviews with both internal stakeholders and external users to ensure we’re seeing the full picture from every angle.
Insights from this phase – including research findings and competitive analysis – are synthesized into a readout document. This readout is a living reference that guides decisions and keeps the project aligned through completion.
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During this phase, we translate insights from discovery into thoughtful design solutions that directly address the problems identified.
Once the design direction is stable, we share initial concepts with engineering to confirm technical feasibility and align on timing estimates.
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At this stage, we validate that the design decisions fully meet the client’s needs and confirm the feature is ready for adoption as designed.
If any concerns or gaps are identified, we incorporate that feedback and refine the design accordingly.
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At this stage, we review the initial design with Engineering to confirm technical feasibility. Any constraints or recommendations are incorporated into the design before moving forward.
While engineers build the feature – UX will review and create bug tickets as needed
