GenAI Powered Document Analysis

70% faster document analysis with AI

GenAI Powered Document Analysis

Transforming Document Review with AI-Driven Insights and Privacy-First Design

GenAI Agent Experience Design (AX) B2B M&A User Testing Visual Designer UX Architect Prototype
  • Figma
  • Ollama
  • Tailwind
  • OpenAI
  • LangChain
Project Summary

Built an AI-powered document analysis platform that reduces review time by 70% while maintaining privacy. Combined LLM technology with collaborative workflows to help teams extract insights from large document collections, featuring automated redaction, hierarchical organization, and real-time progress tracking.

My Role

  • Designed end-to-end UX for AI-assisted document review workflows
  • Architected privacy-preserving redaction pipeline using local LLMs
  • Built collaborative review interface with real-time WebSocket updates
  • Developed CLI and API for flexible integration options
  • Led technical implementation using Flask, LangChain, and Celery
  • Designed a multi-agent system to coordinate AI agent roles and outputs across document workflows via MCP servers

AlphaRoom Document Analysis Platform
AI-powered document analysis platform with privacy-first design and collaborative review capabilities.

“Traditional document review is broken. We built a platform that combines AI intelligence with human insight to transform how teams analyze documents.”


Design Process

Discover & Define → Frame the Challenge → Design & Deliver

1. Discover & Define

The ask: How might we accelerate document analysis while protecting sensitive information and enabling team collaboration?

Key insights from research:

  • Organizations drowning in document volumes with manual review bottlenecks
  • Reviewers spend 80% of time reading, only 20% analyzing
  • Privacy concerns prevent adoption of cloud-based AI solutions
  • Teams struggle to share findings across distributed workflows

We mapped the entire document review lifecycle, identifying pain points and opportunities for AI assistance.

Document review user journey mapping
Mapping the document review process revealed critical bottlenecks and collaboration gaps.

2. Frame the Challenge

  • Volume overload makes comprehensive review impossible
  • Inconsistent analysis across different reviewers
  • Privacy requirements block most AI solutions
  • Collaboration barriers prevent knowledge sharing
  • No unified workflow from upload to insights

We needed to build a platform that could process documents at scale while maintaining privacy and enabling seamless collaboration.


3. Design & Deliver

AI Analysis Engine

  • Integrated multiple LLM backends (OpenAI, Gemini, Ollama)
  • Built custom prompts for strength/weakness identification
  • Implemented text chunking for efficient processing
  • Created structured output parsing for consistent results
AI analysis workflow diagram
Multi-stage AI pipeline processes documents while preserving privacy.

Privacy-First Architecture

  • Local redaction pipeline removes sensitive data before analysis
  • Supports on-premise deployment with Ollama
  • Hierarchical permissions for document access
  • Audit trail for compliance requirements
Privacy redaction system
Custom redaction pipeline protects names, organizations, and financial data.

Collaborative Workspace

  • Real-time progress tracking via WebSockets
  • File tree visualization for intuitive navigation
  • AI findings + human insights in unified view
  • Pin and prioritize important discoveries

Launch & Iterate

  • Deployed with pilot team processing 500+ documents
  • Iterated on redaction accuracy based on user feedback
  • Enhanced AI prompts for industry-specific analysis
  • Added batch processing for large document sets
  • Integrated with existing document management systems

Outcomes

70% reduction in document review time
3x more insights identified per document
100% privacy compliance maintained
500+ documents processed in pilot phase
0 data breaches or privacy incidents

Lessons Learned

  1. Privacy enables adoption — on-premise options crucial for sensitive data
  2. AI augments, doesn’t replace — human insight remains essential
  3. Workflow integration matters — CLI and API access drove power user adoption
  4. Real-time feedback changes behavior — WebSocket updates kept users engaged
  5. Structured prompts ensure quality — careful prompt engineering delivers consistent results

Want to transform your document workflows?

Let’s build AI-powered solutions that respect privacy while delivering insights.
Let’s talk

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