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Root - Legal Whitepaper

A comprehensive, client-facing document streamlining due diligence and security inquiries.

Year

2023

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Type​

Root Software Project

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Role

UI Design
UX Design

Graphic Design
Copy writing

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Mission​

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Legal and security compliance questions can slow down sales momentum. The Root Legal Whitepaper was designed to provide a standardised, self-serve document that answers key client inquiries upfront—reducing the need for extensive back-and-forth and keeping deals moving forward.

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My goal was to create a clear, professional, and easily shareable resource that enables sales teams to efficiently address client concerns while minimizing internal resource strain.

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Impact​

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  • Faster Sales Cycles – Reduces back-and-forth in early discussions.

  • Self-Serve Compliance – Clients get instant access to key legal details.

  • Reduced Internal Load – Limits time spent answering repetitive DD questions.

  • Sales-Ready Collateral – A polished, downloadable document for client engagements.

  • Consistent & Trusted – Ensures all teams present aligned, up-to-date information.

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My services

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  • Content Structuring – Organized legal and compliance info into a clear, digestible format.

  • Sales Enablement – Tailored the document for seamless use in client conversations.

  • Branding & Visual Design – Applied Root’s branding for a polished, professional look.

  • Cross-Team Collaboration – Worked with legal, compliance, and sales teams to refine content.

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© 2024 by MotherPretzel

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