Shipped · case study in progress

Design Story · Flagship · AI experience design

LEDGER

Designing trust into an AI policy assistant available to 250,000 people across a federal department. As sole owner of the UI and UX, I turned a capable language model into something policy knowledge-workers could actually rely on — where every answer shows its sources, holds up to scrutiny, and survives a skeptical room of policy, legal, and executive stakeholders.

~20×Faster to find & verify a policy answer
17Research participants
1Designer
LEDGER's landing screen: a dark interface headed 'What can I help with?', a prompt box reading 'How can PRISM help you?', and Summarize / Outline shortcuts.
The LEDGER landing screen — shown in build under the codename PRISM.

The brief

A federal department set out to put an AI assistant in front of hundreds of thousands of employees to help them navigate dense, high-stakes policy. The technology worked. The question was whether people would trust it enough to use it — and whether the experience could earn the confidence of the policy, legal, and executive stakeholders who had to stand behind every answer it gave.

What testing broke

The plan was to let people tell the system what to look at: panels for including documents, setting scope, shaping the environment. It’s the obvious design. It’s also the one nobody used. Twelve of twelve participants never opened the panels. When we pointed them out directly, two understood what they were for.

So we stopped asking people to configure the assistant and taught it to infer what they were after. That moves work out of the interface and into the system — which only works if the system shows what it decided and why. Transparency stopped being a feature and became the load-bearing requirement.

The same testing established that source transparency and response precision weren’t preferences. An answer without a traceable source wasn’t less useful to a policy knowledge-worker; it was unusable. That reframed the work from “design a chat UI” to “design a system people can verify.”

What changed

Findings drove the interaction model toward visible, checkable sourcing, and motivated architecture changes to support multi-turn conversation so users could refine an answer rather than re-ask for it.

We benchmarked against the SharePoint repository people were already using, and stacked the test against ourselves — participants looked for policies they already knew, on ground they were familiar with. Finding and verifying an answer still went about 20× faster.

User education · The prompting guide

Teaching people to trust it.

A guide I authored to help knowledge-workers get better answers in less time. It never shipped to end users, but it captures the approach — and doubled as our UAT test scenarios.

Context

Set the stage — the situation, why it matters, and who’s involved.

“I work in an oversight office at a federal agency…”

Role

Say who you need the assistant to write as, or for.

“Act as a policy reviewer…”

Interview

Ask it to surface risks, weigh trade-offs, or walk through its reasoning.

“What risks should I consider?”

Task

Be specific about what you want it to produce.

“Provide a comparison of…”

Instead of this

telework policy privacy requirements

Try this

I supervise a team at agency headquarters, and an employee has requested a remote-work accommodation. Walk me through how the current telework policy applies, and my options.

The CRIT framework is adapted from The AI-Driven Leader by Geoff Woods.