Lesson 2 of 4 · 10 min

Branding your portal

Your firm's look, a welcome message and (optionally) your own web address.

Lesson 2 of 4

The portal wears your firm's brand: the logo and colours you set once in Firm details are used on letters, emails and the portal alike. The portal's own settings add a welcome message and, if you want a fully branded web address, your own domain.

Before you start

  • Admin access to Settings

One brand, set once

Your logo and colours live in Settings › Firm & people › Firm details, under Brand, and they style the portal, your emails and your letters together, so an invitation email matches the portal it links to. The portal can use a different brand if it has to (Client portal › ⋯ › Different portal brand), but most firms keep one.

  1. 1

    Set your logo and colours

    Go to Settings › Firm details and open Brand. Upload your logo and pick your colours; each row saves as it changes. The portal, your emails and your letters use them from then on.

  2. 2

    Write the welcome message

    Go to Settings › Connections › Client portal. The What clients see card shows what clients can do, the look (from Firm details) and the welcome message they see when they sign in. Edit the welcome message there; it saves when you leave the box.

  3. 3

    Use your own web address (optional)

    To serve the portal on your own web address, open Client portal › ⋯ › Use your own web address, enter it and follow the steps: whoever manages your website's DNS adds the records it shows, then you check it. Until it's verified, invites keep using the shared address. DNS changes can take a little while to take effect, so give it time if the address doesn't work straight away.

  4. 4

    Check how your emails look

    Settings › Connections › Email shows What clients receive: a live preview of your firm's emails, with the logo header and wording set under Firm defaults, so you can check emails match the portal.

Tips & pitfalls

  • Upload your logo once in Firm details › Brand — the portal, emails and letters all use it.
  • Your own web address needs DNS records added by whoever manages your website — until it's verified, invites keep using the shared address.
  • Use View as client to see the portal with your brand exactly as a client does.

Key takeaways

  • The portal's look comes from Firm details › Brand, shared with emails and letters.
  • The welcome message is on Settings › Client portal, in What clients see.
  • Your own web address is in Client portal › ⋯ › Use your own web address.
What clients see Document sharing

Put the lesson into practice.

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