Branded client portal invites extend your firm's identity. In this article, we'll walk you through the step-by-step creation process.
Steps to create a branded client portal invitation
To create a firm-branded client portal invitation:
Go to
Automationand navigate to theEmail Templatestab.Click on the
+ New Email Templateoption to create a new, or you can Edit the available templates by clicking on theEllipsisoption upon hovering on the template and selectingEditfrom the available options.Create a new template or Update the style and content of the existing one. Once you have completed the changes, click on
Saveto save them.
Click on
Assign Templates.Locate
Client Portal Invitation, and click on theSelect Email Templatefield to select the preferred template from the available options, then click onSaveto assign templates.
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!