Firm Details
Starting at the main menu, on navigation on the left side of the screen, click Settings then Personalization.
Click Upload Logo to change the company logo to your logo.
💡Note that these changes are firm-wide, so you only need to configure once.
You can also upload your desired background for the Client Portal Background. To do that, click on Upload Background Photo. You may also preview you client portal background by clicking Preview and you will be taken to another tab showing how it will look like.
You may also customize your Client Welcome Message. Enter your welcome message, company email address and social media links. You may also upload a picture for your client welcome message. Once done, click on Save:
Below is what your welcome message will look like to clients:
Representative Details
In Settings > Representative Details, select the representative from the list of team members you have from the dropdown list.
💡Representative Details are only needed for licensed members of your team e.g. RCIC or Lawyer as their details will be populated in Use of a Representative forms etc.
Fill in the necessary details and click Save.
