90-Day Plan: Product Manager at Genie AI

Pre-Start: Research & Preparation

Legal Tech Landscape Audit: Study why 75% of law firms still use Word for contracts despite 100+ CLM solutions existing. What's the adoption barrier?
Genie's Positioning: Analyse why Genie succeeded where LegalZoom plateaued - community vs. top-down content
Network Activation: Connect with 5 in-house counsel from my Grant Thornton network to understand their template workflows
Technical Prep: Set up GitHub, review Genie's public API documentation, understand integration possibilities

Month 1: Foundation & Discovery (Days 1-30)

Week 1-2: Deep Immersion & Rapid Learning

Understanding the Legal Workflow Reality

Shadow 5 real contract negotiations end-to-end - from template selection to execution
Map the "Microsoft Word to Genie" migration journey - what makes lawyers switch?
Document every point where users currently leave Genie to use other tools
Identify the "aha moment" - when do free users realize they need Pro? (Using my VISAID user journey mapping experience)

Competitive Reality Check

DocuSign CLM: $30k/year - what do they offer that justifies 100x our price?
Juro: Raised $23M focusing on "contract collaboration" - how does our collaboration differ?
Ironclad: Jason Boehmig's lawyer-to-founder story - what did he see that we can learn from?
ContractPodAi: Pivoted from SMB to enterprise - why? What can we learn?

Week 2 Deliverable: "State of Legal Tech" presentation with 3 specific opportunities for Genie to exploit competitor weaknesses. Include pricing strategy recommendations based on my Private Equity fund analysis experience - understanding value perception at different price points.

Week 3-4: User Research Infrastructure

Building Continuous Discovery Engine

Implement weekly user interview pipeline using Calendly + Zoom + Dovetail/Grain for synthesis
Create segmentation based on legal sophistication: "Never used a lawyer" → "In-house counsel"
Design behavioral cohort analysis: What do successful Pro users do in their first 7 days?
Set up Mixpanel/Amplitude funnels for: Template Creation → Share → Collaborate → Convert

The Trust Problem in Legal Tech

Interview 10 users who churned - specifically ask: "What made you nervous about using Genie for real contracts?"
Research how Uber overcame the "getting in stranger's car" problem - apply to legal document trust
Study how my UN project built trust with 200+ NGOs - documentation, transparency, peer validation

Week 4 Deliverable: User Research Playbook with interview scripts, synthesis framework, and first 15 user interviews completed. Present findings on the "Trust Gap" in legal tech adoption.

Month 1 Success Metrics:

✓ Complete 20+ user interviews across 4 segments
✓ Map 100% of competitor features with adoption rates
✓ Identify top 3 reasons for churn with quantified impact
✓ Establish baseline: Current free → Pro conversion rate, 30-day retention, template usage

Month 2: Contributing Impact (Days 31-60)

Week 5-6: Pro Plan Conversion Optimization Sprint

The Conversion Problem - Hypothesis-Driven Approach

Hypothesis 1: Users don't understand Pro value until they need it (too late)
Solution: Smart nudges at "peak frustration" moments - when they hit free tier limits
Test: A/B test showing "what you could do with Pro" at limitation points

Experiments to Launch:

Template Marketplace Preview: Show Pro templates but require upgrade to use (like my Reddit analyser's freemium model)
Collaboration Limit: Free users can receive unlimited invites but can only send 3/month
AI Assistant Teaser: Show AI suggestions in grey with "Unlock with Pro" prompt
Success Story Pipeline: Email series showing how similar companies use Pro features

Target: Increase free → Pro conversion from baseline by 25% through systematic testing

Week 7-8: Community Platform Architecture

Building Network Effects - The GitHub Model

Public Contract Portfolios: Let lawyers/companies showcase their templates publicly
Fork & Improve Model: Track template genealogy - who improved whose contract
Reputation System: "Verified Legal Professional" badges, contribution scores
Community Moderation: Implement my Reddit analyser's moderation approach for quality control

The Viral Loop Design:

User creates contract from template → 2. Shares with counterparty → 3. Counterparty signs up to negotiate → 4. Counterparty becomes user → 5. Creates their own contracts

Week 8 Deliverable: PRD for "Genie Commons" - public template library with forking, versioning, and attribution. Include mockups using Figma based on my LSE design projects.

Month 2 Success Metrics:

✓ Launch 3 conversion experiments with statistical significance
✓ Achieve 15% improvement in one key activation metric
✓ Ship one community feature to 10% of users
✓ Generate 50+ template contributions from beta users

Month 3: Owning Outcomes (Days 61-90)

Week 9-10: AI Integration for Competitive Advantage

The AI Opportunity in Legal

Plain English Translator: Every clause explained like you're five (tested with non-lawyers)
Risk Scorer: ML model trained on litigation data to flag dangerous clauses
Negotiation Assistant: Suggests compromises based on 100,000+ successful negotiations
Auto-Customization: Adapts templates based on jurisdiction, company size, industry

Implementation Plan (based on my LSE AI coursework):

Week 9: Define training data requirements with legal team
Week 9: Build prototype using GPT-4 API for clause explanation
Week 10: User testing with 20 SME owners who've never used lawyers
Week 10: Iterate based on feedback, prepare for Pro-only launch

Target: 40% of Pro users activate AI features within first week of availability

Week 11-12: Scale & Strategic Initiatives

The SME Revolution - Making Legal Accessible

Startup Programme: Free Pro for companies under £1M revenue (like GitHub's student pack)
Accelerator Partnerships: Embed Genie in YC, Techstars, Entrepreneur First onboarding
Education Content: "Legal Basics" course - 5 videos every founder should watch
Template Marketplace: Revenue share with lawyers who contribute templates (30/70 split)

Building the Flywheel:

More users → Better templates → Higher trust → More sharing → More users

Week 12 Deliverable: Q2 Roadmap presentation to board with 3 big bets:

International expansion (leverage my Irish market knowledge)
Enterprise tier with workflow automation
Template marketplace monetization model

Month 3 Success Metrics:

✓ Own one company OKR completely
✓ Increase Pro Plan MRR by 20%
✓ Ship AI feature with >30% adoption
✓ Secure 3 accelerator partnerships
✓ Have Q2 roadmap approved with resources allocated

Risk Management & Contingencies

Key Risks & Mitigation Strategies

1. Legal Accuracy Concerns

Risk: One bad template could destroy trust overnight
Mitigation: Implement "confidence scores" and mandatory legal review for high-stakes documents
My experience: At Bank of Ireland, one missed risk pattern affected hundreds of mortgages - quality control is non-negotiable

2. AI Hallucination in Legal Context

Risk: AI invents legal precedents or clauses
Mitigation: Constrain AI to only reference verified legal database, no generation without human review
My approach: Similar to my Reddit analyser's 92% accuracy - better to be conservative than wrong

3. Platform Quality Degradation

Risk: Bad actors upload malicious templates
Mitigation: Reputation system + automated quality checks + community flagging
Learning from UN project: Community moderation works when incentives align

Personal Development Commitments

The Vision: Why This Matters

The legal industry is a £750bn market where 80% of people can't afford legal services. DocuSign made signing easier but didn't solve the core problem: creating good contracts is still expensive and scary.

Genie isn't just digitising legal documents - we're democratising legal knowledge itself. My experience at Grant Thornton and Bank of Ireland showed me how broken the current system is. My work at LSE and the UN showed me how technology can fix it.

The opportunity is massive: If we can make legal documents as easy to create and share as GitHub made code, we don't just build a unicorn - we fundamentally change how business gets done. Every startup incorporation, every employment contract, every NDA becomes an opportunity to grow the network.

This 90-day plan isn't just about shipping features. It's about proving that legal documents can be accessible, collaborative, and even enjoyable to work with. That's the kind of challenge worth solving.