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AI-Powered Evaluation Workspace
Overview
Forensic psychologists spend 30+ hours preparing a single court-ordered evaluation, often reviewing 10,000+ pages of unstructured records using outdated, fragmented tools. The result: inefficiency, stress, and a higher risk of missed details.
InsightEval is a HIPAA-compliant, AI-powered workspace designed to streamline this process. By combining document summarization, chronological timelines, and structured report drafting, the tool transforms days of manual work into hours while preserving trust and clinical judgment.
Impact
26%
faster
Report preparation time
Prototype now used to shape product vision and inform product roadmap.
Responsibility
Lead Product Designer (Research, Wireframing, User Testing, Hi-fidelity Prototyping)
Collaborators
Engineers
Clinical Advisors
Product Designer (me)
Duration
5 months
Gathering insights
What psychologists said
“Sometimes I’m reviewing 5,000+ pages for one case. I’m constantly afraid I’ll miss something important.”
“I spend hours just reorganizing records into chronological order before I even begin writing.”
“I have templates, but they’re in Word, and I still need to reformat everything each time and copy and paste from one to another.”
“I’m open to AI tools, but it can’t replace my judgment. I need to see where the information comes from.”
Workflow mapping
To understand where evaluators struggle most, I mapped the end-to-end workflow from case intake to final submission. Breaking down each step revealed where time was lost, effort was duplicated, and stress peaked, highlighting the highest-impact areas for design intervention.
Case Intake
Receive referral + uploads bulk PDFs
Organize folders manually
Unstructured data
Hard to find what’s relevant
Document Review
Read 1,000–50,000+ pages
Highlight by hand
Use PDF viewers / printouts
Manual scanning
Can’t find things later
Overwhelmed 😩
Note-Taking & Synthesis
Take notes in MS Word or paper
Trie to build timeline & categories manually
High cognitive load
Duplicates effort
Mentally drained 😓
Report Writing
Open template in Word
Rewrite from scratch
Re-check original docs
Repetitive
Easy to miss citations
Frustrated 😠
Final Review & Submission
Proofreads
Email or upload the final report
Revise if needed
High pressure
Re-checking sources
Stressed
Key insights
Research revealed why psychologists feel overwhelmed: heavy caseloads combined with inefficient workflows create constraints at every stage of evaluation.
High cognitive load
Managing timelines, case complexity, and legal standards while reviewing huge volumes of records slows insight extraction and increases errors
Fragile trust in AI
Users require transparency, source traceability, and full control over report content
Outdated and fragmented tools & methods
Switching between PDFs, notes, and Word documents disrupts focus and workflow. Locating specific evidence is slow and often inaccurate.
Challenge 1: Information overload
Information overload from massive, unstructured records makes it slow and error-prone to find relevant details and organize them chronologically.
Turning thousands of pages into clear summaries
Summaries are only based on uploaded medical and legal records.
Psychologists can scan highlights instead of full records.
Reduce time spent scanning thousands of pages.
Chat & Analysis
Building trust by linking every insight to its source
Every AI-suggested insight links directly to its original document
Ensures verification and legal defensibility
Builds evaluator trust in AI outputs
Saving hours through auto-organized timelines
Chronologically groups medical history and incidents automatically
Categorizes records (police reports, testing, medical records, and incidents)
Reduces hours of manual sorting — identified in interviews as a top pain point
Timeline view
Filtered view by category
Challenge 2: Inefficient report writing
Information overload from massive, unstructured records makes it slow and error-prone to find relevant details and organize them chronologically.
Standardizing reports with structured templates
Section-based templates (Executive Summary, Clinical History, Mental Status, Competency Assessment, Recommendations) with the flexibility to add new sections when needed
One-click export to generate professionally formatted, court-ready documents
Report template filled with AI-generated summaries
Customizable report template
Accelerating drafting with AI-supported insights
Right-panel AI assistant suggests tone, clarity, and legal relevance improvements, giving evaluators guidance without replacing their judgment
Editable AI summaries let users accept, edit, or reject drafts, maintaining their clinical voice while saving time
Inline notes capture reasoning and context while reducing rework
Impact
26%
faster
Report preparation time (up to 3 hours saved per case)
Shaping product vision
Prototype now used in demos to showcase product vision and inform the product roadmap.
"Having everything in one place has completely changed the way I work."
– Psychologist, early pilot user
What I learned
In high-stakes workflows, trust is as important as speed. Designing for clarity, control, and verification builds lasting user confidence.
Clear communication and visual cues are essential to explain AI’s reasoning and drive adoption.