onboarding-persona-detection-questions

Category: Design Risk: High risk ★ 3.9 · Rating 3.9/5 (8) sboghossian/mini-claude-for-legal MIT

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shell_executionfilesystem_accessautomation_control

name: onboarding-persona-detection-questions
description: Use when a new user must be guided through a brief onboarding quiz to determine their persona for a legal AI assistant. Defines the exact 3–4 quiz questions, the valid answer options, the mapping from answers to personas, and the anti-patterns that cause quiz abandonment. The quiz output feeds the B2C vs B2B fork, the starter prompt selection, and the persona setting in the user profile. Never ask more than 4 questions; always offer a skip path.
license: MIT
metadata:
id: onboarding.persona-detection-questions
category: onboarding
priority: P0
intent: [onboarding, persona, quiz, detection, B2C, B2B, routing]
related: [onboarding-b2c-vs-b2b-fork, onboarding-first-prompt-suggestion-by-persona, onboarding-empty-state-prompts, onboarding-feature-discovery-tour]
source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal)
version: "1.0"

Onboarding — Persona Detection Questions

When this applies

The persona detection quiz runs when:

  1. A new user has completed sign-up and no high-confidence automatic signals have determined their persona (see [[onboarding-b2c-vs-b2b-fork]])
  2. A returning user explicitly requests to re-take the quiz
  3. After 7 days of using the product without completing the quiz (re-surface prompt)

The quiz is optional and skippable at every step. Completing it unlocks persona-appropriate defaults, but the product is fully functional without quiz completion. Never make the quiz a mandatory gate.


The Questions

Question 1 — Role (Required)

Question text: "What best describes your role?"

Option Mapped persona
Lawyer / Solicitor / Advocate associate (refined by Q4)
In-house counsel / Legal ops in-house-counsel
Law student law-student
Business owner / Founder / Manager sme-founder
Other / Individual / Not sure louis-twin (consumer default)

Arabic options (for MENA locale):

  • محامي / مستشار قانوني → lawyer path
  • مستشار قانوني داخلي → in-house path
  • طالب قانون → law-student path
  • صاحب عمل / مؤسس → sme-founder path
  • أخرى → louis-twin

Question 2 — Primary Jurisdiction (Required)

Question text: "Which jurisdiction do you work in most often?"

Option Notes
Lebanon (LB)
Saudi Arabia (KSA)
UAE — onshore
UAE — DIFC
UAE — ADGM
Other GCC (Qatar QFC, Bahrain, Kuwait, Oman)
Egypt
France / OHADA
UK
US
Multiple / International Triggers multi-jurisdiction feature set
Not sure Default to UAE

Why this matters: Jurisdiction selection drives which knowledge bases are loaded, which default governing law appears in drafting tools, and which jurisdiction-specific disclaimers surface in high-stakes interactions.

Question 3 — Primary Use Case (Required)

Question text: "What will you use Louis for most?"

Option Feature emphasis
Drafting documents / contracts Drafting board + template library
Reviewing / analysing documents Document workspace + review tools
Legal research Research features + citation tools
Learning / studying law Justinian / educational features
Understanding my own situation Consumer-oriented information tools

Question 4 — Firm or Organisation Size (Conditional — shown only if Q1 = Lawyer)

Question text: "How large is your firm or legal team?"

Option Persona refinement Features pitched
Solo practitioner associate — solo mode Individual Pro tier; personal playbooks
Small firm (2–10 lawyers) associate eFirm Starter; team features
Medium firm (11–100 lawyers) partner eFirm Business; team management; analytics
Large firm (100+ lawyers) partner Enterprise; custom deployment
In-house (any team size) in-house-counsel Compliance tools; vendor management

Persona Output Mapping

Q1 result Q4 result Persona assigned
Lawyer Solo associate
Lawyer Small firm associate
Lawyer Medium/Large firm partner
Lawyer (skipped) associate
In-house counsel in-house-counsel
Law student law-student
Business owner sme-founder
Other / skip louis-twin

Automatic inference (no quiz)

These signals override or pre-empt the quiz result:

  • Email domain @firmname.com → start with associate assumption; quiz if possible
  • LinkedIn import: title contains "lawyer" / "avocat" / "محامي" / "solicitor" / "counsel" → lawyer path
  • Corporate card payment → likely B2B; quiz with B2B defaults pre-selected
  • Referral from law firm partnership page → B2B; Q4 may be pre-filled by the referral URL

Anti-Patterns

Anti-pattern Why it fails Fix
More than 4 questions Drop-off rate increases sharply after question 3; after 4 it's significant Cap at 4 questions; move nice-to-have questions to settings page
No "Skip" option Users feel trapped; some abandon entirely Provide "Skip" at every question; "Skip all" at the start
Sensitive or irrelevant questions Gender, income, age, nationality → irrelevant to product persona and feel invasive Never ask; remove if discovered in any variant
Mandatory quiz before first use Treats onboarding as a barrier, not a guide Allow direct product access; quiz is optional
Long question text Users don't read; tap the first option Each question ≤ 10 words; each option ≤ 4 words
No progress indicator Users don't know how many questions remain Show "Q1 of 4" or a progress bar

Output and Storage

On quiz completion or skip:

  1. Persona set in user profile: persisted in the user's account; displayed in Settings as current persona
  2. Jurisdiction preference set: used as default in drafting and research features
  3. B2C / B2B fork determined: persona drives fork per [[onboarding-b2c-vs-b2b-fork]]
  4. Starter prompts loaded: [[onboarding-first-prompt-suggestion-by-persona]] uses the persona output
  5. Router context updated: the skill router reads persona preference for routing decisions

On skip (no quiz completion):

  • Persona defaults to louis-twin (B2C)
  • Jurisdiction defaults to "Not set" (user is prompted on first jurisdiction-requiring task)
  • Quiz re-surface prompt set for 7 days after first sign-in

Re-Taking the Quiz

Users can re-take the quiz from:

  • Settings → Profile → Update my persona
  • In-app prompt after 7 days (if skipped initially)
  • Chat command: "Change my persona" or "I'm actually a lawyer" → surface quiz or direct toggle

After re-taking, the new persona result overwrites the old one immediately. The user's existing chats and documents are not affected; only the defaults change going forward.


  • [[onboarding-b2c-vs-b2b-fork]]
  • [[onboarding-first-prompt-suggestion-by-persona]]
  • [[onboarding-empty-state-prompts]]
  • [[onboarding-feature-discovery-tour]]