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Sample: Add your logo, favicon and brand colors

Upload your firm's logo and browser icon, then set the two colors clients see across the portal.

In this article8 sections

Before you start

Your logo and colors make the portal look like your firm's own. Clients see them whenever they open it, on a computer or a phone.

  1. Open Design Settings

    In Settings › General, find the Design Settings card.

  2. Under Logo, choose Change file and pick a JPG, PNG, WebP or HEIC image of up to 30 MB. Crop it in Crop Image and choose Save. It's live at once.

    The Design Settings card with the firm's logo and two colors set
    Desktop
    The Design Settings card on a phone, with the firm's logo uploaded
    Mobile
  3. Add a favicon

    The favicon is the small icon on the browser tab. Under Favicon, choose Change file, crop the square and choose Save.

    The Crop Image window with a square crop over the firm's icon
    Desktop
  4. Choose your colors

    Click the swatch beside each color and pick one. Each color saves as you pick it.

    SettingWhat it colors
    Text ColorLinks and the selected menu item
    Background ColorButtons, switches and highlights
  5. Check the portal

    Open the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. on a phone. Your logo heads the page, and buttons take your Background Color.

    The Lobby on a phone with the firm's logo in the top bar and buttons in the firm's color
    Mobile

What happens next

Your logo replaces the default one at the top of the portal and the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings.. Your colors show for everyone from their next visit.

If something goes wrong

  • "Incorrect image format" Choose a JPG, PNG, WebP or HEIC image.
  • Clients still see your old colors. They change when the page is next loaded.

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