Help / The client portal

Will the portal show my firm's brand?

Yes. Under Admin, Brand, add your logo and colours, the name emails come from and the portal's title. The portal, sign-in links, letters and emails use them. Colours are checked so text stays readable.

On the Agency plan, the portal can sit on your own web address, such as portal.yourfirm.co.uk.

More on the client portal

• How do I invite a client to the portal?
• What do clients see in the portal?
• How do we put the portal on our own web address?
• Can a client manage their own people?

Not answered here? Contact us.