CICA: AI Document Compliance & Risk Dashboard

The founders of CICA had a powerful technical engine but a complex problem:

My role was to facilitate brainstorming sessions and design a seamless end-to-end experience that could be pitched to investors as the future of compliance.

We began with high-level concept mapping. I worked closely with the team to translate "backend requirements" into a user-centric flow. We identified that the platform needed to do three things perfectly:

Simplify Setup: Moving from complex data entry to a guided "Project Creation" wizard.

Establish a Command Center: A dashboard that prioritizes urgent risks over general data.

Visualize the USP: A review interface that makes AI-driven compliance checking feel like a collaborative conversation.

The Onboarding Wizard: I streamlined project initiation into a simple 3-step process. By separating project details, "Ground Truth" standards, and member management, we ensured that setting up a million-dollar audit feels manageable rather than overwhelming.

Dynamic Project States: I designed distinct states for the project landing page to guide the user's journey. This includes an "Empty State" with clear CTAs to encourage the first review, and a "Populated State" that provides a scannable list of all proposals, their types, and real-time status tags like "Reviewing" or "Open."

The Command Center: The main dashboard was designed for an instant "Health Check." By prioritizing high-level metrics—like the 478 compliance issues detected—we gave project managers a roadmap for their day, ensuring no critical risk goes unnoticed.

Contextual AI Collaboration: I integrated an AI Chatbot and a "Potential Non-Compliance" sidebar. These tools don't just flag errors; they cite sources and explain why a clause is risky.

Split-Screen Comparison: A distinct dual-pane view allows users to cross-reference multiple documents (e.g., Cost Proposal vs. MSA) in real-time without switching tabs.

Resolution Threading: I designed a deep comment system with "Resolved" and "Pending" states. This transforms the review from a static document check into a living, collaborative negotiation space for stakeholders.

The final design transformed CICA from a technical concept into a market-ready asset. By focusing on Information Architecture and Actionable Data, we provided the founders with a professional visual language that proves scalability and reliability—providing exactly the level of detail and polish required to secure strategic investment.

You have a software product idea you want to bring to life in mind? Get in touch with me to get started