Terry Germany

TAX ATTORNEY AI 2.0

Generating research and establishing the statement of facts consumes a significant 3-4 hours of the tax attorney's (and their assistants') time, representing a major source of frustration for them. Enhancing research and case development could potentially reduce this task to just 10-15 min.

IR - Tax Attorney AI

Research and Statement of Facts generation takes 3-4 hours of time for the tax attorney’s (and assistants) to do and is one of the biggest pain points for them. It also would help us standardized the work product across our tax partners.
That the research and case development for a client could be sped up to just 10-15 minutes for tax attorneys using this software. That the attorney’s would be comfortable using the software to do their work.

Client:

Innovation Refunds

Project:

Futuristic Design, Integrate custom data-driven by AI.

My Role:

Entire product design from research to conception, visualization and testing

Project Time:

3 months end to end.

Tools:

Figma, FigJam, AI, Miro,

Methodology:

User Personas, Wireframe, Low-Fidelity, Hi-Fidelity Design

Design
WireFrames

DISCOVERY

Reviewed product requirements for MVP

RESEARCH

Conducted competitive analysis of Audi competition

UX DESIGN

Developed user flows and wireframes

UI DESIGN

Created visual design layer for hi-fidelity mockups & prototype

Functional Constraints

  • LLM speed and availability
  • There is not a direct comparison on the market, it is brand new interface and functionality

Target Audience:
Users, Tax Attorneys, Accounting, Admins

Turn transactional data into real-time underwriting intelligence

AI platform and data visualizations help lenders evaluate risk, reduce losses and unlock hidden revenue potential
  • Credits to unlock your assets
  • Save time, track money, and get important insights
  • Connect with our AI analytics
  • Get Personalized Recommendations
  • Mobile banking
  • Payroll Software
  • Accounting Software

User Flows & Information Architecture

Research and Analysis

Sketches

Hi-Fidelity Design

Recent Projects

Latest project

About

Experienced and outcome-driven executive with 25 years of innovative involvement in the digital products sector. Skilled in utilizing front-end and diverse prototyping tools for swift sharing and testing of design concepts. A creative mind that values open-mindedness, consistently challenging assumptions to tackle problems from diverse perspectives.

Top Skills

  • Figma
  • Design Systems
  • Design Libraries
  • Prototyping
  • User-Centric Design
  • Artificial Intelligence