Your firm has a branded portal link that clients can use to sign up directly. Share this link in emails, your website, or onboarding documents so clients can self-register under your firm.
Copy portal link button on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Copy portal link' button next to the page heading.
- A confirmation toast appears saying the link has been copied to your clipboard.
- Paste the link in any email, message, or web page you want to share with potential clients.
- When clients click the link, they land on a branded sign-up page with your firm's logo and name.
- New signups from this link automatically appear in your client list under 'Pending signup'.
💡 Good to Know: The portal link is unique to your firm and reflects your Firm Branding settings (logo, product name).
💡 Good to Know: You can customize how the portal looks by updating your branding in Firm branding settings.
💡 Good to Know: There is no limit on how many clients can sign up through the portal link.
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