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How to Upload a Custom Logo

Your firm logo appears in the client-facing portal, sign-up page, and white-labeled emails. This article explains the upload process and image requirements.

Your firm logo appears in the client-facing portal, sign-up page, and white-labeled emails. This article explains the upload process and image requirements.

Firm branding — logo upload section with preview

Firm branding — logo upload section with preview

What You Can Do

  1. Navigate to Firm branding in the sidebar.
  2. Under the 'Logo' label, click 'Choose file'.
  3. Select a logo file from your computer. Supported formats: PNG, JPG, SVG. Recommended size: 200×60 px or wider at 2× for retina.
  4. The selected filename appears next to the button.
  5. The right-side Preview panel updates immediately to show the logo in context.
  6. Click 'Save branding' to apply.

💡 Good to Know: Use a PNG with a transparent background for best results — it will look clean on light and dark backgrounds.

💡 Good to Know: Avoid logos smaller than 100 px wide — they may appear blurry in the portal header.

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