Designing simple experiences for complex problems.

Users had to stack multiple filters across several menus. Even a simple question — which Tier A clients haven't been contacted in the last four months? — meant digging through dropdowns, picking the right fields, and understanding internal hierarchies. For non-technical users that was too much friction.

People should be able to find relevant data without knowing the exact field names or the data structure. The work was bridging a structured enterprise system with the way people naturally think and ask questions.

8 of 8 clients we tested with said they would use it over the standard filter.

Large Objects

Helping people understand very large lists of records they are required to keep, without waiting for every record to load.

Lead designer Data visualization Intapp · 2026

Financial and legal firms must keep lists that can run to millions of records. The lists were slow to load and hard to find your way around.

Almost nobody came to these lists to find one record. People needed the overall picture, and the exact records only when an issue came up.

An open problem to one recommended direction in one to two months, backed by leadership and added to the roadmap.

AI Assisted Intake Form

Drop in an email and the form fills itself — every suggestion reviewable inline, so control never leaves the user.

Lead designer Human-in-the-loop AI Intapp · 2024

Intake forms were long and repetitive — users re-typed information that was often already in emails they'd received, then double-checked it for accuracy.

The hard question was not technical. It was how much of the AI users should see: a magic autofill moment, or a collaborative partner. Testing settled it — people skimmed the summary panel and still asked which fields had changed.

Design

Suggestions live beside the fields they fill. A toggle highlights everything AI touched, and where several values compete, the user picks without leaving the form.

Email ingestion removes roughly 10% of the ~200 fields a user would otherwise fill by hand.

AI Applied Outreach

Turning the relationship intelligence already sitting in DealCloud into personalized client outreach, generated in a single click.

Lead designer Agentive workflow Intapp · 2023

The problem

Business development teams spent significant effort manually personalizing every outreach email.

The insight

Adding AI talking points at the end of the flow only added friction. The real gap: we were underutilizing intelligence we already had.

The system

I stepped back, partnered across teams for buy-in, and reframed the experience around data DealCloud already held.

Vendor Risk Review

An AI agent reviews a vendor's security documents. Every finding links back to the exact sentence it came from, so the reviewer can stand behind the decision.

Designer & builder AI-assisted design Personal · 2026

Five restyles made the agent's answers clearer, but none showed where an answer came from.

Trust came from structure, not styling. I asked what belongs at the center of the screen, then tested my favorite answer against the plain layout.