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 one.
Or you can edit the existing default template provided by Lawcus for the client portal invitationOnce you have completed the changes, click on
Saveto save them.
Click on
Assign Templateson the email template page.
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.