Vellum

A WhatsApp-first intake hub for Indo-Canadian practice firms.

Design system + UI kit for the unnamed-until-now product, working name Vellum. Click any card below to open the full-fidelity screen in a new tab.

14 screens across 3 surfaces Agent web Agent mobile Client (WhatsApp) README
01

Brand foundations

The wordmark, palette, and type pairing — the three things every other decision derives from.

Vellum
Wordmark
Newsreader italic on a hairline masthead rule, terminating in a single 3px printer's-mark dot.
Open
Palette
Ink blue primary · cream canvas · burnished copper accent. Plus a full set of CA / IN document-tag tints + semantic colours.
Open
Your file is ready.
Surinder Brar sent a voice note 2 min ago.
Type pairing
Newsreader (display) + IBM Plex Sans (body). Plus Plex Devanagari + Noto Sans for the Indic scripts.
Open
ਨਮਸਤੇ ਜੀ
नमस्ते
નમસ્તે
Indic scripts
Gurmukhi · Devanagari · Gujarati — properly designed faces, never system fallback.
Open
T4 NOA T1135 FORM 16 PAN FEMA
Document tags
Typographic, not pictographic. Canadian docs green-tinted; Indian docs copper-tinted. No flag icons.
Open
Approve Reroute Cancel
Buttons + components
Verbs only. Primary in ink; hover steps to ink-700. The full set is in preview/.
Open
02

Agent web app

Where the accountant / immigration consultant / lawyer spends 90% of their day. Six full-fidelity screens, themed in ink + cream.

Unified inbox
The single most important screen — voice notes with transcripts, family avatar stacks, hybrid CA + IN doc tags.
Open 1280 × 900
Family record
Family-as-unit — 5 linked people including father in India. Shared document library grouped by FY + Indian source.
Open 1280 × 900
Document review queue
Single-doc-at-a-time review with realistic Form 16, AI classification + confidence, editable metadata. Keyboard-driven.
Open 1280 × 900
File / matter view
9-step workflow with current step in copper. Checklist split by CA / IN sources. Deadlines incl. Vaisakhi alongside CRA T1.
Open 1280 × 900
Assignment view · partner
Drag families between associates. Workload bars; continuity-preference families pinned with a blue left edge.
Open 1400 × 900
Audit trail
CRA / LSO-defensible ledger of every WhatsApp + voice + AI classification + signed delivery. Tamper-evident seal.
Open 1400 × 1100
03

Agent mobile companion

Inbox triage between meetings. Stripped of everything but the five things you'd actually want one-handed.

Mobile companion · 5 screens
Inbox triage · document approve · reassign · quick reply · lock-screen push notifications. All on one page for review.
Open 5 × 340 wide
04

Client side · opened from WhatsApp

No app, no portal. Three single-purpose web views, magic-link auth on the phone number that received the link.

Client web views · 3 pages
E-sign · invoice payment · status summary. One job per page; 56px primary CTA; readable at arm's length on a 65-year-old's phone.
Open 3 × 380 wide
WhatsApp templates · 7 approved
Phone preview + editor catalog. Document received · document needed · sign request · invoice · status · festival greeting · appointment reminder. All in EN / Punjabi / Hindi / Gujarati.
Open 1280 × 1400