ULTIMARII
From 0 to 15 clients: Driving product discovery and UX in AI for regulatory work
PRODUCT DISCOVERY
PRODUCT STRATEGY
AI UX
INFORMATION ARCHITECTURE
LLM DESIGN
REGULATORY PROFESSIONALS SPEND hundreds of hours manually reviewing legal and compliance-heavy documents. A process prone to inefficiencies and human error. Ultimarii set out to build an AI-powered research platform that could:
GOALS
Ultimarii set out to build an AI-powered research platform that could:
Centralize large document repositories, making structured and unstructured data instantly searchable
Leverage AI-driven summarization to extract key insights in minutes instead of hours
Enable users to refine queries and interpret AI-generated insights while maintaining transparency and accuracy
The challenge wasn’t just designing a research tool. It was also about defining how users interact with an LLM (Large Language Model) in a high-stakes regulatory setting where every insight needed to be verifiable.
My work spanned:
Sprint 1: Defining the product concept through a storyboard, outlining core functionality such as AI-driven search, document summarization, and user workflows.
Sprint 2: Translating discovery insights into product design, refining the experience based on real-world emerging user needs and nascent industry requirements.
Sprint 3: Refining the UX and UI for MVP launch, problem-solving nesting navigation, cross-project and branching conversations, and simplifying and forecasting for complex and as yet unknown use cases typical in the LLM space.
🗝️
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Password protection is enabled for confidentiality. If you’d like access, feel free to reach out to me directly on LinkedIn.
tl;dr
THE PROBLEM
Regulatory professionals struggle with navigating dense, compliance-heavy documents. Existing research workflows were time-consuming, fragmented, and highly manual.
Ultimarii aimed to develop an AI-powered system that could centralize data, speed up research, and provide AI-assisted insights with source traceability.
MY APPROACH
Led product discovery and UX research to define key user needs and interactions with AI
Mapped out emerging LLM user behaviors, refining AI-assisted search and document analysis workflows
Designed a scalable information architecture and UI framework to support AI-driven regulatory research
THE RESULT
Helped Ultimarii secure 15 enterprise clients within its first year
Delivered an intuitive experience for handling complex document workflows
Established a UX/UI foundation that accelerated product development and scalability
High fidelity interface design of the landing page of the web platform from Sprint 2. Actual MVP interface is currently available under early access only.
01
Why now
Professionals and large organizations working with compliance-heavy documents spend significant time and resources manually searching, reviewing, and analyzing dense regulatory and legal text.
The challenge was to build an AI-powered system that could:
Centralize large document repositories, making structured and unstructured data instantly searchable
Leverage AI-driven summarization to extract key insights in minutes instead of hours
Enable users to refine queries and interpret AI-generated insights while maintaining transparency and accuracy
Unlike conventional AI research tools, this system had to function at enterprise scale, handling multiple sources of regulatory data with a strong focus on accuracy and traceability.
🗝️
Go here to access the full case study.
Password protection is enabled for confidentiality. If you’d like access, feel free to reach out to me directly on LinkedIn.
02
Where we are now
Through continuous iteration and prototype testing, the AI-powered research system evolved into a functional, enterprise-ready minimum viable product (MVP). By the end of the sprint cycle, the production team now have a clear blueprint to further refine the MVP. This sprint cycle helped accomplish the following:
A fully defined AI-powered research system, validated through early user testing
A scalable UX/UI framework that supports AI-driven search, summarization, and document review
With these improvements, professionals could quickly retrieve insights from thousands of documents, generate structured reports with AI assistance, and streamline workflows that previously took years into a matter of weeks.
WHAT MY COLLEAGUES SAY
Trace is incredibly dedicated and often goes above and beyond to make deliverables or create the best product. She is a very strong leader and has immense skill in leading client workshops, especially in the UX and CDR space.
03
Impact on Ultimarii's growth
Ultimarii launched its AI-powered platform with 15 enterprise clients, including major energy and utility companies, within its first year.
IMPACT
The UX work directly contributed to:
Increased adoption - Clients found the interface approachable and easy to integrate into existing workflows
Faster research cycles - Professionals could now retrieve insights in minutes instead of days
Securing $2M in funding, with a strategic round planned for 2025
🗝️
Go here to access the full case study.
Password protection is enabled for confidentiality. If you’d like access, feel free to reach out to me directly on LinkedIn.
04
What I learned
When I first started working with Ultimarii, I didn’t fully grasp the scale of its ambition. What started as a UX challenge quickly became a systems thinking problem—how do you create an AI-powered interface that not only processes vast amounts of data but also makes that intelligence accessible and actionable for users?
AI UX is still an emerging field - We had to define user interactions with an LLM without established best practices
Trust in AI is a design problem - Users needed confidence that AI-generated insights were accurate and transparent
Strong UX strategy can shift product direction - By deeply understanding user needs, we influenced how the AI system itself was structured
Initially, there was skepticism about whether UX could meaningfully impact Ultimarii’s AI development. By the end of the sprint cycles, the production team relied on our UX frameworks as a core part of their process.
This project reinforced my passion for solving complex design challenges, particularly in AI-driven products. Seeing how the work helped shape a tool that is actively changing how regulatory research is done at scale was an incredible validation of UX’s role in AI innovation.
FINAL THOUGHTS
Ultimarii is now positioned as a leader in AI-driven regulatory research, and the work done in these sprint cycles laid the foundation for its continued growth.
SHOUTOUTS TO—
Chantelle Little - For trusting me with the opportunity to fly solo on the initial sprint, keep the momentum going and in building a great collaborative partnership with the Ultimarii team.
Josh Malate and Doug Schweitzer - For the easy collaboration, the free flowing whiteboarding sessions, for sharing knowledge about regulatory work and for the trust to get Ultimarii into MVP
Duane Wood and team - Also for the trust! Eventually. I kid. :p Truly thankful for the wonderful collaboration, the deep conversations unpacking the complexity of the design challenges, the grace and patience as we evolved the product into what it is today.
