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adeus Discovery

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Discovery — The Bit Most People Skip

Who

adeus is a technology-driven business making wills and legacy planning genuinely accessible. Their mission is to take a process most people find daunting and turn it into something clear, secure, and human whilst combining expert guidance with digital tools across products like True Wills and True Notes/Gifts.

What

Heading into Q4 2025, adeus knew they wanted to invest in their web app customer journey, specifically the progressive forms and flows that move someone from curious visitor to engaged customer. The conviction was there. The specifics weren't. That left them in a familiar early-stage position: enough commitment to budget for the work, but not enough clarity to brief a UX/UI team and get a sensible fixed price back. Jumping straight into design at that point usually ends one of two ways: scope creep that quietly inflates the bill, or a finished product that doesn't quite hit what was actually needed. They needed a focused discovery engagement that would: Stop them building the wrong thing, cheaper to fix on paper than in code Align the team and stakeholders on one direction before real money was on the line Build in product depth that competitors can't easily copy, where every flow has a reason Protect the longer-term roadmap from being warped by early decisions made without enough information

The project included:

Combined UX strategy, project management consultancy, and business analyst input in one engagement
Documented outcomes from every session - no reliance on memory or assumption
Explicit in-scope and out-of-scope definitions, agreed on both sides
Customer journey flows and progressive forms requirements are fully defined and ready to be briefed for delivery

How

We ran a focused discovery engagement session across two to three weeks in September 2025, combining UX and design strategy, project management consultancy, and business analyst input. The discovery covered: Customer journey mapping for the progressive forms experience UX strategy input on flow design, drop-off risks, and progressive disclosure Business analysis to surface dependencies, edge cases, and data requirements Project management consultancy to translate the work into a delivery-ready plan Documented outcomes after each session A final fixed-price scope of work for the UX/UI delivery phase

The Impact

A clear path to a Q4 2025 build phase that could be budgeted, briefed, and resourced with confidence

A shared understanding across the adeus team of how curious visitors actually become engaged customers

A customer journey blueprint built to support adeus' growth across both direct-to-consumer and partner channels

A much larger piece of work de-risked

Discovery didn't delay the build. It made the build possible.
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Here’s what they had to say

We first started working with Untapped to build a new website. The team did such a great job that we asked them to expand that into our secure web app to provide consistency and continuity in the customer journey. We were building some new functionality into the web app which was complex from a technical perspective, and new to market, so we needed to make the customer experience as intuitive as possible. The discovery and detailed project scoping was well worth the investment. It ensured we explored the various options and agreed priorities and budget before we started. This was particularly important given the complexity of the project with tight timelines, and we didn’t have time for too much iteration or delays because we didn’t start on the right path in the beginning.
Mark Hedley
Co-Founder - adeus

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