A digital contract experience for Swiss factoring platform

My role and team

The factoring and invoice management platform serves 16,000+ users across 30+ European countries in 10 languages and multiple currencies. I was responsible for improving the user experience of the existing platform, focusing on usability, accessibility, scalability, consistency. Also, strategising and building new features.

The core team included:

40+ engineers (Across India, Switzerland and Serbia)
CTO and 2 PM
Internal legal team (our key users and testing group)

As the product evolved and requirements grew, a junior designer joined the team about 1 year into the project to support ongoing requirements.

Tools

Figma, Jira, and skype for communication

Responsibilities

Research (Primary and Secondary)
System analysis and documentation
Ideation
Usability testing & heuristic evaluation
Creating and managing Design system (Built DS from scratch)
Visual design across platforms
Cross-functional collaboration in agile environment
Jira task management (creating epics, stories and tasks for design and development both)
Requirement prioritisation
Post-development testing

THE CONTEXT

Invoitix aimed to develop a solution enabling their team to create, modify, and sign contracts entirely online, with minimal offline involvement. This solution also allowed customers to review contracts, request modifications, and complete signing digitally.

Contract Modification Invoitix Team View

THE PROBLEM

Each new customer contract can take months to complete due to a manual, paper-based process. It requires physical signatures and stamps from the head office in Switzerland, the local office, and the customer, with hard copies sent back and forth to the head office.

In addition, managing contracts in multiple languages, tracking versions, and manually saving documents adds to the complexity, making the process time-consuming and prone to errors.

THE OBJECTIVE

Digitise a complex, paper-based contract workflow used across multiple countries
Enable users to create, edit, approve, and sign contracts online
Support existing clients and multilingual contracts (8+ languages)
Implement robust version control across all contract types and languages
Streamline the process for faster turnaround and reduced manual effort

Old-Contract signing workflow

UNDERSTANDING

I had multiple discussions with the CTO and legal team to understand their day-to-day workflows, how they create, store, and send contracts, as well as type of contracts, its structure, formats, and terms commonly used. I also conducted secondary research on contract formatting standards, did some market research, and collaborated with the engineering team to understand the technical complexity of implementing e-signatures and supporting various document formats.

Brainstorming and ideation - Page 1 (1).png

Map: Brainstorming and ideation

Converted my understanding of the user journey and data into clear workflows to kick off the wireframing process. I started with paper sketches to quickly explore scenarios and map out key interactions.

Workflow to send the contract to the customer

Contract Creation Workflow

OUTPUT

The contract creation workflow was complex, involving multiple scenarios, edge cases, and team members. For example, handling version updates before final publish, indicating which sections need edits in specific languages, and managing versioning across contracts and their translations.

To bring clarity, we created a detailed document listing all possible scenarios, down to errors, notifications, and exceptions, which helped us track and prioritise every design requirement effectively.

ACHIEVEMENTS

Successfully designed and delivered a digital contract creation experience that transformed a slow, manual process into a streamlined online experience. The legal team can now manage, update, and send contracts without the need to mail physical documents between offices.

For users, the entire process is more convenient, no printing, mailing, or scanning required. All communication and approvals happen within the platform. This solution cut the contract turnaround time by nearly half, significantly reducing delays caused by manual handling and document logistics.

It wasn’t just about designing contracts, we also had to plan when updates can be published, how they’d be communicated across teams handling language versions, and how to track changes.

With 11 contract types in 9 languages managed by teams in different countries, the goal was to streamline and automate the entire process for better visibility and consistency.