Work — Justin Calles

Human-in-the-loop agentic workflows

I led design for a new vision of how AI agents could transform Juniper Square's fund administration workflows. I shaped the core interaction model – from how natural language prompts produce structured financial operations to how users monitor and validate outputs from both human service providers and AI agents working side by side. The new Workflows tab, featuring our first agent-enhanced workflows, ships Q2 2026.

AI-powered voice notes for mobile

I designed a voice note feature for Juniper Square's mobile app, built for enterprise fundraisers who need to capture meeting notes on the go. I drove the end-to-end experience – from recording flow to the fine-tuned prompts that process audio and pull context from CRM data to produce structured, actionable notes in seconds. Designed and delivered in code with the help of coding agents. Launching in beta Q1 2026.

Unified navigation and information architecture

I redesigned Juniper Square's core information architecture and navigation system from the ground up. The new system shifts primary navigation toward workflow management, consolidates several disjointed dashboarding and BI surfaces into a unified system of customizable Views in the side nav, and introduces a new search experience for accessing any data in the platform. Designed and delivered in code with the help of coding agents. Launching Q2 2026.

Natural language chat with investor data

I designed Juniper Square's first major AI feature – a chat experience under the JunieAI banner that gives fund managers natural language access to their data. I focused on integrating chat contextually throughout the product so it surfaces answers where they're needed, with clear paths to source data every time. Beta launches Q1 2026.

CRM and investor relations app for iOS

I designed Juniper Square's first-ever mobile app – a CRM and investor relations tool for private fund managers. It gives GPs on-the-go access to investor and prospect data, meeting notes, AI-generated activity summaries, and custom searches tailored to private markets fundraising. Launched Q1 2025; rated 5 stars in the App Store.