Usability Overhaul

Users assessed report risks via a standalone Excel checklist before generating client-facing cover letters.

While functional in isolation, it sat outside the digital cover letter system which created a disjointed workflow.

On the surface, the checklist's actual role seemed straightforward, but its relationship to the cover letter process was less intuitive than stakeholders initially described.

The integration approach centered on two ideas:
Automation - linking flagged risk points directly to relevant standard paragraphs, so the system included the right content automatically instead of users manually cross-referencing
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Reviewability - adding a summary view for reviewers and approvers to assess risk status at a glance, with status indicators, section closures for previously scrutinised areas, and inline remarks