Marker

Marker — Document Generation for School PsychologistsProduct context — 20% of US school students have differences that affect their learning, each psychologist evaluates 70-80 new cases monthly, reports must meet federal legal standards

What Success Looks Like

Create the product design for an AI-powered app to help school psychologists streamline writing clinically-valid evaluations in half the time, so they can spend more time working with kids (and avoid burnout!).

Design targets — 3-month contract, leverage AI agents, 50% time reduction in report creation, 20% QoQ adoption growthOngoing product collaboration — direct collaborators, product differentiators, and compliance considerationsHybrid AI and Ben research process — 34 stakeholder interviews, modeled clinical workflows, participatory sessions, methodology literature review, and LLM-assisted analysisV1 clinical workflow — simplified version of clinical workflow to drive prototyping

V1 Design

The clinical workflow was brutally simplified down to three steps: collect case documents in an organizer, review documents and conduct assessments, and generate a report.

V1 design — case organizer with document uploads and case listV1 design — assessment review with score visualization and suggested assessmentsV1 design — report generation with section outline and full evaluation document

V1 Prototype

Built with Claude Code and hand-coding in Next.js and deployed on Vercel hosting. Used HIPAA compliant document storage so test users could provide real documents, and a FERPA-compliant database so clients could enter real details. Report generation used a Vellum deployed workflow prompt (110-lines plus extracted content) and a trigger-word classification system.

V1 prototype deployed on Vercel — proto-v2-casesV1 user testing results — organizer rated highly, report generation confused users, no users motivated to use for real work

V2 Design

Reworked generation flow: a “one-shot” draft plus section tools. Added suggested rewrite widgets (instead of prompt), and factored in voice memo, notes, and custom requests.

V2 design — report generation with section tools, rewrite suggestions, voice memo, and custom requestsV2 prototype deployed on Vercel — proto-generativeV2 user testing results — all 14 users said workflow matched their clinical process, report generation at least twice as fast, all users wanted to use for real work. Current status: in development for production.