
DocuGenie FX tool
AI Document creation and management tool
DocuGENIE FX is an advanced document management tool designed to transform how businesses and individuals handle documents. It integrates speech recognition, machine learning, and secure data handling to offer a seamless and efficient document creation and management experience.
SaaS
AI Product Design
B2B2C
Bird’s eye view of roles and responsibilities
Overview
My Role
As the Senior Product Designer, my job was to use the PRD to design
Conducting desirability tests for the right PMF
Envisioning the MVP
Driving and delegating production
Managing client expectations.
Duration
1 Month (July - August 2024)
Key Tasks
Product Envisioning
Product Strategy
Sprint Planning
User Flows
Journey Mapping
Process & Scope management
Translating product requirements
Understanding PRD
Key Features
DocuGenie
Doc Create
Real-time doc edit
Template library
Basic Document
generation
Voice interaction
with Doc
Doc Chat
Contract
Management
Electronic Signature
Auto-suggestions
for grammar
Enhanced
Search
Contextual Understanding
Integration with
other tools
Why did we start?
Opportunity
Users spend up to 30% of their time manually formatting documents. Generating, structuring and managing documents using AI can reduce grunt work immensely
Version control and miscommunication can lead to delay in important tasks and impede collaboration on a large scale
Writing and summarizing a document consumes valuable time and effort that can be avoided by using AI’s capabilities
Who are we solving for?
Target Persona

John Rayden
Age: 36 Job Title: Content Manager Industry: Marketing and Advertising Experience: 10 Years
Core Behavior
Task Prioritization and Multitasking
Manages multiple projects and deadlines, switching between tasks like meetings, content reviews, and strategy planning, seeking tools to streamline processes.
Communication and Collaboration
Coordinates with clients and team members to gather feedback and align expectations, valuing tools that support efficient collaboration.
Attention to Detail
Strives for high-quality, consistent work, preferring tools that ensure uniformity without needing manual reviews.
Efficiency Focus
Time-conscious, constantly seeking productivity tools like auto-saving and quick access to version history to meet deadlines efficiently.
Core Needs
Automated Formatting and Structuring
AI-powered document tool that automates formatting and content structuring.
AI-Powered Real-Time Collaboration
Real-time, context-aware collaboration features to ensure smooth team editing.
AI Content Generation and Summarization
AI-driven content generation and summarization to reduce writing time by 40%.
Why did we start?
Objective
Efficiency
Streamline document management processes and reduce manual effort.
Security
Protect sensitive data with robust security measures.
Scalability
Suitable for SMBs to scale their businesses the way they want
Accuracy
Ensure accuracy and authenticity of signatures and document contents.
Flexibility
Access and manage documents from anywhere, at any time.
Integration suite
Ensure a seamless integration with other Genie FX tools.
Possibilities are endless
Use Cases


Legal Firms
Manage contracts
Summarize case files
Edit client documents


Real estate agents
Handle property agreements
Generate and edit leases
Track transactions


Healthcare
Maintain patient records
Generate consent forms
Track admin documents


Finance
Manage financial docs
Summarize compliance paperwork
Understanding product landscape
Competitive Analysis

Our Solution
Key Considerations
Reuse Research FX tool’s structure for quick turn around
AI assisted workflows and automation
Version control and document management
Integrations with other tools

Thank you for your attention

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