LegalTech Onboarding Reboot: 27% Faster Contract Uploads

Uploading legal documents should feel secure and seamless.

A LegalTech startup experienced user abandonment at the critical point when users needed to upload contracts.

The company worked with Boosta to redesign its onboarding UX which resulted in a 27% reduction in upload time. The result? Higher trust, more completed sign-ups, and smoother handoffs to sales.

Here’s how it happened in just 5 weeks.

The Problem — Friction at the Moment of Trust

The original onboarding flow asked users to:

• Choose contract type from a 10-item dropdown
• Manually enter metadata (parties, deadlines, tags)
• Upload scanned PDFs via a small upload icon
• Wait through unclear processing steps

Feedback showed key issues:

• “I wasn’t sure what type to pick.”
• “I uploaded the file but didn’t know if it worked.”
• “It felt risky—no confirmation, no preview.”

Users were bailing right before completing onboarding.

Research — Where Upload Flow Was Breaking

Boosta conducted a usability audit using:

• Screen recordings of failed uploads
• Form completion rate analysis
• Heuristic evaluation of trust signals

Findings:

• Uploads took too many clicks
• Labels lacked clarity
• System feedback (e.g. errors, processing) was inconsistent
• Mobile flow was particularly painful

These weren’t technical issues—they were UX issues.

Solution — Smarter UX for Contract Uploads

In collaboration with Boosta, the LegalTech team redesigned the flow to:

• Add drag-and-drop upload as the default interaction
• Auto-extract metadata from document text
• Preview uploaded contracts in real time
• Use plain language to guide next steps
• Implement visual cues (progress bars, checkmarks, success screens)

We also introduced voice-friendly labeling for future accessibility upgrades.

Measurable Results After Launch

Within three weeks of rollout:

• Contract upload time dropped by 27%
• Form abandonment dropped by 34%
• Mobile completion rate increased by 41%
• Support tickets about onboarding dropped significantly

Sales team reported a faster pipeline from sign-up to lead qualification.

Why the UX Fix Worked

Trust in legal workflows depends on:

• Clarity (what to do, what happens next)
• Transparency (how data is processed)
• Simplicity (no decision fatigue at step one)

By removing unnecessary decisions and making upload status visible, users stayed in flow—and felt more confident.

How Boosta Helped

Boosta provided:

• Rapid UX audit in week 1
• Smart flow wireframes in week 2
• Testable prototype with AI-powered field suggestions
• A/B testing setup for 2 upload flows
• Conversion tracking with heatmaps and feedback polls

The full loop—from analysis to launch—was complete in 5 weeks.

Conclusion

LegalTech onboarding is more than forms and fields.

It’s a first impression that must balance trust, clarity, and speed.

This case study shows that with the right UX focus—even small changes to upload flows can unlock massive improvements in completion and customer confidence.

When users feel safe and in control, they don’t just complete onboarding.

They stick around.