Branded client portal invites serve as an extension of your firm's identity. In this article, we'll walk you through the step-by-step process of creating these invites.
Steps to create a branded client portal invitation
To create a firm-branded client portal invitation:
Go to
Automationand navigate to theEmail Templatestab.
Click
Assign Templates, tapCreate Default Templates, then clickSave.
Locate and click the
Client Portal Invitation Default Template, then tap on any section to make the desired change.
Click on Save
5. Once the invitation email is saved, the email needs to be assigned to the 'Client portal invite' action.
Your uploaded law firm logo in firm settings is automatically the logo on the portal. To change it, you'd have to re-upload a new logo.
That is it!