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How to create branded client portal invites?
How to create branded client portal invites?

A Comprehensive Step-by-Step Guide to Creating Branded Client Portal Invitations

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

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:

  1. Go to Automation and navigate to the Email Templates tab

  2. Click Assign Templates, tap Create Default Templates, then click Save

  3. Locate and click the Client Portal Invitation Default Template, then tap on any section to make the desired change.

  4. Click on Save

5. Once the invitation email is saved, the email needs to be assigned to the 'Client portal invite' action.

Note: 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.

By following these steps, you can create branded client portal invites in Lawcus, enhancing the client experience and maintaining a consistent brand image throughout.

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