Customise your Client Portal branding

Learn how to customise the look of your Client Portal, offering a more branded and consistent experience for your clients.

Table of Contents

• Getting Started

• Accessing Client Portal Settings
• Features that can be itemised

Getting Started

Any staff member can edit the firm's Client Portal Settings.

Accessing Client Portal Settings

triConvey Desktop App triConvey Companion Site Web App

1. Select the gear icon from the top right corner.

2. Select Client Portal from the left menu.

1. Select the gear icon from the bottom left corner.

2. Select Firm Settings.
3. Select Client Portal from the left menu.

Features that can be itemised

You can currently customise the following in your Client Portal: 

Brand colour 

Choose one colour from the colour picker that represents your firm's branding. 

Areas 

Header Underline: Adds an underline to the header to your selected brand colour. 

Header Background: Change the colour of the entire header to your selected brand colour. 

Unread To-Dos: Customize the border color of “unread” to-dos to your selected brand colour. 

Header text colour 

If your brand colour is dark, you can set the text color to white here to ensure visibility against a dark header background. 

Logo 

Upload a smaller "icon" logo here if desired, without affecting the main logo in triConvey. 

Select Save once you are done customising. Select Reset if you wish to revert back to the default colour scheme. 

For your client to see any changes, they must refresh their Client Portal webpage or log out and log back into the Client Portal.