Conversation-design illustration: firm-managed FAQs for routine questions, with legal or case-specific questions routed to staff.
Over a year-plus engagement, I led prompt and conversation design, product and workflow planning, technical planning, delivery coordination, and review for ClientIQ.
The platform connects Kora, an AI communication assistant, with law-firm information, Filevine-connected case data, and staff oversight. My work covered onboarding and consent, recurring client updates, firm-managed FAQs, and escalation of legal or case-specific questions to staff.
I connected the assistant's behavior and product requirements with conversation history, reporting, testing, and development handoffs. Later requirements and workflow design covered tasks, reminders, scheduling, and attorney approvals.
Role: Prompt engineer, AI product and workflow lead. I worked with the development team on the surrounding application and integrations.
Platform tools included React, Supabase, Filevine, and Postmark.
0 likes · 2 views · Oct 21, 2026
Led prompt and conversation design, workflow planning, technical planning and delivery coordination for a legal client-operations platform over a year.
