Case study

Growing AI Search from one product into a platform

Khoa D. Pham, Senior UX Designer at Ontra. Use the arrow keys or the buttons below to move through the slides.

Where it started

Obligations AI Search was the legacy product that allowed users to ask one question and get one answer about their legal obligations in their documents.

You could only ask one question and get one answer.
It listed sources it used to generate the answer but could not show you specifically what or where.
It served only two document types while customers needed answers on their many document types.
We knew how much it was used, but not how or why.

The legacy Obligations AI Search screen: one question about the tax treatment of OEP IX Ethos, a one-line answer based on 5 tax documents, and a list of supporting document links — The legacy experience: one question, one answer, and a list of files with no pointer to where the answer came from.

Listen first, then widen

Ran co-development and discovery calls with customers for 6 months.
Built async discovery forms and weekly feedback, performance, and retention reports, which other designers began to adopt.
Helped launch Ontra AI for Fund documents, then worked with customers on Credit and Atlas, with personas and use cases for compliance teams.

Opportunity map grouping customer problems under four themes: accuracy and trust, search, output and workflow, and document management. Each problem is tagged Now, Next, or Later with supporting evidence and customer quotes. — The opportunity map from discovery: customer problems by theme, ranked by when we would tackle them, with the evidence behind each one.

Make the answer easy to trust

The problem: customers needed "clearer visibility into the sources and citations behind the answers" so they could verify them quickly, but the old search only listed files. It was also "too slow," which customers said was "breaking my workflow."

Answers stream in as soon as there is something to show, and the steps stay visible while it works.
Show users specific evidence early and often.
Citations open in a split screen, and hovering an inline citation shows the source text for less context switching.
Chats are named automatically to give customers better context for their conversations.

Try the streaming prototype Try the citation hover prototype

An AI answer about changes in a credit agreement amendment, with highlighted links to amended terms and affected obligations. Hovering one obligation shows a card with its status, source section, and category, a note that the cap no longer matches the amended agreement, and links to open it or ask AI about it. — Hovering a highlighted item shows its details and what needs updating, without leaving the answer.

Give people control over effort

The problem: speed and coverage pulled against each other. Quick lookups felt "too slow," while answers to broad questions were often "incomplete, missing key obligations or provisions."

I proposed Auto as the default: Ontra matches the depth to each question and always shows which level it used. People can also pick Quick, Balanced, or Thorough themselves, and retry with one click after a weak answer.

Each level says how long it takes and how many documents it reads. Our evaluation showed that more effort made answers more complete but not more correct, so the menu presents deeper modes as more time for wider coverage, not better accuracy.

Status: in review.

Try the search effort prototype

The Ask about your documents screen with the search effort menu open. Auto is the default and matches depth to each question. Quick reads 8 documents with no wait, Balanced reads 40 with a short wait, and Thorough reads all 312 and is labelled worth the wait. — The effort menu: Auto by default, with each level showing how long it takes and how many documents it reads.

What happened

Answers arrive in half the time

Cutting latency by more than half did more for the experience than any single screen.

Line chart of weekly mean AI Search latency falling from about 95 seconds to about 45 seconds, with time to first answer text near 17 seconds — Weekly mean AI Search latency. The average fell from 95s to 45s, and the first answer text appears in about 17s.