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Rewriting Emails at SpotDraft

SpotDraft is an AI-based contract management system, that allows a user to create, review and manage all their legal contracts in one place. During the creation - review - execution process both parties are sent emails as a primary mode of communication.

📓 Project Brief

Determine a voice for Spotdraft using brand guidelines, and rewrite all emails being sent to customers

⏳ Duration / Size

3 days / M

👩‍🔧 My Role & Team

As the sole UX writer, I collaborated with the designer and the PM to achieve clear and concise copy for the emails 

Research

Since this was my first project at SpotDraft, I first got familiar with SpotDraft's Brand identity which had already been crafted by founders and previous designers.

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🧑‍🤝‍🧑
Understanding Users

The design and product team had already curated user interview recordings as well as sample personas.

I also familiarized myself with these.

(This data will not be shared in this portfolio due to confidentiality reasons.)

🖇️
Understanding the flow

Each step of the contract review process involved a different e-mail use case. Hence, to cover all the cases I had to study and try out the user flows myself.

Below is an example of some of the use cases that had to be included:

Who gets an email when an action is taken

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and more...

🔧
Fixing the information hierarchy

The overall structure of the old email was scattered, and messy. Before moving on to the actual copy, I suggested changes in the text hierarchy so that the copy would get the focus it deserved.

An example is shown below using the first use case (contract creation)

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The new suggested structure is shown below

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🗣️
Brand voice variations

Based on the above research, I created 3 variations for SpotDraft's new Voice - using the NNGroup's Four Dimesions of Voice as an added guideline. This was done to experiment with a variety of flavours for the new UX Copy, and see which one fits best.

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After discussion with stakeholders, we chose the Gamma voice, as it fit better with the brand identity of SpotDraft

Final UX Copy for all emails

Showing only 6 of many use cases, for sake of brevity

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Thanks for reading!