Your firm’s branding is important. Branding can influence a client’s decision to retain your service as much as price or quality, and we recognize the importance of that — ensuring that the branding you’ve selected for your firm is front and center at all times.
As part of our recent upgrades to Clio Connect, we rolled out a brand new option that will allow you to brand your client portal, client login screen, and client communications with your logo and firm name. This will ensure your clients always know who they’re communicating with, and helps keep the branding you worked so hard on at the forefront of your practice.
How to customize Clio Connect with your firm logo:
1) Navigate to your Settings page and choose ‘Clio Connect’.
2) Once on the Clio Connect settings page, you’ll see a ‘Branding’ option. Here you’ll be able to select your existing firm logo and theme, or upload an entirely new logo should you wish to use specific branding for your client portal.