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08 · 5 articles

Client portal and forms

The enquiry form, the portal your clients see and how it is branded.

  • Updated 27 Oct 2026

    Enquiry form

    The public forms new clients fill in, the questions on them and where the answers end up.

  • Updated 27 Oct 2026

    Embedding the enquiry form

    Put the enquiry form on your own website, styled to match, with either of the two snippets.

  • Updated 27 Oct 2026

    Client portal

    The private link for documents, messages, tasks and the details you share with a client.

  • Updated 27 Oct 2026

    Client portal settings

    Choose what clients see in your portal and connect your own domain.

  • Updated 27 Oct 2026

    Branding

    Set the logos, portal banner, colours, font and document layout for your organisation.