This feature is part of the Scale Plan. Upgrade anytime.
With Firm Branding, you can white-label and brand your client portal and all client communication.
Branding your client portal:
Customize the client portal URL
Customize the color of the buttons and links
Display your firm's logo
Branding client notifications for client tasks and emails triggered by tasks:
Display your firm's logo
How to customize your client portal and notification branding
Click Settings
Click Company
Scroll to Custom Portal Branding
Upload your logo
Customize the Portal URL
Select your Brand Color
