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Customer-friendly documents address each of these cornerstones

Some examples of our work - click here >>

helpful messaging for customers
goals based investments


  • A good document has the right information – and the right amount of information, no more and no less.

  • Personalized information helps customers manage their account and get the most out of their relationship with you.

plain language writing

Plain language writing

  • People appreciate clear, easy-to-understand communication – regardless of their background or level of education.

  • Plain language works for legal documents too. Lawyers today recognize that a document can be both reader-friendly and legally precise.

An example of our work - click here >>

plain English
organization of information

Organization of information

  • How the information in a document flows is crucial to understanding it. Organize content into ‘bite-size’ modules and apply a top-down hierarchy. Start with your key message and work down to the less-important details.

  • When creating a package that has several documents, apply the same thinking – the order of the documents and their relationship to each other should be instantly clear to the reader.

Some examples of our work - click here >>

visual presentation

Visual presentation

  • The visual presentation of your content has an enormous impact on readability and comprehension of a document.

  • Design elements including a strategy for typography, layout/flow, graphics, and colour must be coordinated within a document to optimize its usability.

An example -
click here

helpful messaging for customers
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