Configure your brand to appear throughout the client experience.
Logo setup
Upload two versions of your logo:
| Version | Usage |
|---|
| Light mode | Used on white/light backgrounds |
| Dark mode | Used on dark backgrounds |
Logo requirements
- Format: SVG preferred, PNG accepted
- Size: Minimum 200px width
- Background: Transparent
- Aspect ratio: Horizontal logos work best
Uploading logos
- Go to Firm Settings → White Label → Branding
- Click Upload Logo for each version
- Preview how it looks in the portal
- Save changes
If you only have one logo version, upload the same file for both. We’ll adjust contrast automatically.
Favicon
The favicon appears in browser tabs:
- Format: ICO, PNG, or SVG
- Size: 32x32 pixels (we’ll resize larger files)
- Background: Transparent recommended
Brand colors
Set your primary and secondary brand colors:
Primary color
Used for:
- Buttons
- Links
- Active states
- Highlights
Enter as hex code (e.g., #2563EB).
Secondary color
Used for:
- Secondary buttons
- Hover states
- Accents
Background colors
Optionally override:
- Page background
- Card background
- Sidebar background
Ensure sufficient contrast between text and backgrounds for accessibility.
Typography
Choose fonts for headings and body text:
Available fonts
- System fonts (fastest loading)
- Inter (Pluvel default)
- Plus Jakarta Sans
- Work Sans
- DM Sans
- Custom (provide URL to self-hosted font)
Font settings
- Heading font
- Body font
- Font weight preferences
Preview
Before publishing, preview your branding:
- Click Preview Portal
- See how clients will experience your brand
- Test both light and dark modes
- Check on mobile viewport
Publishing changes
After configuring:
- Review all settings
- Click Publish Changes
- Changes go live immediately
Allow a few minutes for caches to clear. Some clients may need to refresh.
Per-client branding
Want different branding for different clients? This is available on Firm Scale:
- Go to the client’s settings
- Override specific brand elements
- That client sees custom branding
Useful if you operate multiple brands or have enterprise clients wanting their branding.
Email branding
Customize email appearance:
| Element | Customization |
|---|
| Header logo | Your logo |
| Header color | Your brand color |
| Footer text | Your firm name and address |
| Reply-to address | Your email address |
Brand guidelines
Once configured, generate a brand guidelines document:
- Go to White Label → Brand Guidelines
- Click Generate PDF
- Download a summary of your brand settings
Share with team members to ensure consistent application.
Configure client portal
Customize the client portal experience.
