07 · 5 articles
Client portal and forms
The enquiry form, the portal your clients see and how it is branded.
- Updated 3 Sept 2026
Enquiry form
The one public form new clients fill in, the questions on it and where the answers end up.
- Updated 3 Sept 2026
Embedding the enquiry form
Put the enquiry form on your own website, styled to match, with either of the two snippets.
- Updated 11 Sept 2026
Client portal
The private link for documents, messages, tasks and the details you share with a client.
- Updated 11 Sept 2026
Client portal settings
Choose what clients see in your portal and connect your own domain.
- Updated 11 Sept 2026
Branding
Set the logos, portal banner, colours, font and document layout for your organisation.