Firm branding

What it is for: your clients see a portal that looks like your firm, from the sign in page through every screen.

Steps

1. Open Settings for your firm.
2. Add your logo and choose your brand color.
3. Save. Your clients’ sign in page and portal now carry your firm’s look.

Good to know

• Branding makes the experience feel like an extension of your practice, which builds client trust.
• You can update your logo or color any time.