Navigation: My Admin > My Firm


Please click here to watch how to add a logo


Please click here to find out more about LOE's and proposal letter templates


Please click here to find out how to send an LOE or proposal letter to a client


Please click here to find out how to send a LOE or proposal letter to a prospect


Help/Guide


Please head to My Admin and click on My Firm


Please click on the edit button next to My Firm Details

A pop-up will appear


Please scroll to the bottom of the pop up and click on upload logo


From here you can upload a saved logo from your files


Please click save.


Head to Practice Management > Workspace > Clients > Select a Client > Workspace 


Scroll down to Proposal/LOE


Click on new


The logo will now feature on the left hand side.