sboghossian Onboarding — Persona Detection Questions
When this applies
The persona detection quiz runs when:
- A new user has completed sign-up and no high-confidence automatic signals have determined their persona (see [[onboarding-b2c-vs-b2b-fork]])
- A returning user explicitly requests to re-take the quiz
- 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 withassociateassumption; 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:
- Persona set in user profile: persisted in the user's account; displayed in Settings as current persona
- Jurisdiction preference set: used as default in drafting and research features
- B2C / B2B fork determined: persona drives fork per [[onboarding-b2c-vs-b2b-fork]]
- Starter prompts loaded: [[onboarding-first-prompt-suggestion-by-persona]] uses the persona output
- 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.
Related skills
- [[onboarding-b2c-vs-b2b-fork]]
- [[onboarding-first-prompt-suggestion-by-persona]]
- [[onboarding-empty-state-prompts]]
- [[onboarding-feature-discovery-tour]]