Here is the third article in a series of articles that we are re-running from Ivy Grey at WordRake. Enjoy!
Edit Legal Memos for Screen Reading
Though we continue to write legal memos as though they will be read on printed paper, that expectation no longer holds. Even before the recent shift to working remotely, email had become the primary method of business communication and email memos the vehicle to share legal analysis. Now the screen of the electronic device on which we read provides our structure, context, and limitations—we no longer rely on the printed page for this information.
Screen-reading changes our perceptions of the content we consume. A paragraph that looks reasonable in print can be off-putting on a smartphone. A harried partner may be willing to skim the first page of a printed memo left on her desk, but she’s less willing to read beyond the initial screen on her phone. This means we have fewer characters to communicate important information, so we must get to the point.
The Modern Legal (e)Memo
Email memos have become the primary way to communicate analysis between lawyers. But despite having the same required elements as a traditional memo, the email memo is different—the medium makes it so. In a 2015 article, Professor Ellie Margolis argued that the shift from printed legal communication to electronic communication should usher in a corresponding change in document design and strategies to communicate organization, including hyperlinked navigation and frequent use of headings. In screen-reading, headings surrounded by white space act as a visual cue. But more headings and white space, which improves readability, also means less room for substantive content on the screen.
Every Inch and Every Word Counts
Every lawyer is urged to write clearly and concisely. But what may be concise for a traditional printed memo is painfully long-winded for an email memo.
Though we may academically understand that a reader viewing a memo on a smartphone screen will see less text than she otherwise would, it’s hard to grasp the significance of the loss. When viewing a memo on an iPhone 11, the reader can only see 40-45% of the first page of a memo, and about 10% of the total document.
Viewing a memo in Outlook on a laptop is significantly better. Here, the reader can see 77% of the first page. If the reader receives the memo as an attachment and reads it in Microsoft Word using default settings, she can see 80% of the first page.
Balancing Complexity and Brevity
To write a short message appropriate for a smartphone screen, it’s tempting to strip away all formalities and reduce your analysis to the minimum. But legal writing expert Bryan Garner urges lawyers not to assume informality and to avoid oversimplifying a complex or messy legal topic merely because the memo is in electronic form.
So how do we balance the limitations of screen reading with the complexity of legal work? As we wrote in our eBook The Art & Science of Writing Business Email, put the main point first, then work your way into the details.
Professor Joe Regalia recommends starting with a summary of takeaways or action items before launching into your analysis. He suggests including:
- Context to tell the reader what this email is about and why you are writing
- Direct answers to questions you were asked
- Summary of the most important points, such as key holdings, deadlines, or next steps
In 800 characters or less, address these points in a quick introduction and provide a roadmap for what to expect, then dive into your more formal analysis. (If your recipient is reading your email memo on an iPhone 11, she will see about 800–900 characters, so make those characters count.)
More on the Medium
Once you know what to say, think of how the electronic medium allows you to help you reader. Hyperlinking is a powerful solution in modern email. As Professor Margolis points out, the electronic format obscures the architecture of the document. If reading on a smartphone, the reader may easily lose track of context. And, unlike reading on paper, she can’t easily flip to the table of contents to re-establish herself. But you can help by using hyperlinking for navigation.
Professor Margolis also notes that hyperlinking can add multidimensionality to your email memo. Now the content isn’t limited to what’s on your screen at the moment. With hyperlinking, you can link to supporting research and the reader can navigate to a case to confirm a key fact or holding, then seamlessly return to her memo.
Now that most legal memos are read on smartphones, getting to the point quickly is more important than ever. You have fewer than 1,000 characters to convince your reader that it’s worth her effort to scroll to the next screen to read your legal analysis—so every letter and every word counts.
About the Author
Ivy B. Grey is the Vice President of Strategy and Business Development for WordRake. Prior to joining the team, she practiced bankruptcy law for ten years. In 2020, Ivy was recognized as an Influential Woman in Legal Tech by ILTA. She has also been recognized as a Fastcase 50 Honoree and included in the Women of Legal Tech list by the ABA Legal Technology Resource Center. Follow Ivy on Twitter @IvyBGrey or connect with her on LinkedIn.