You can customize the look and feel of the Client Portal to match your firm’s brand. Changes are previewed in real time before you save.
🎨 How do I customize the branding?
Click the gear icon at the bottom left of EstateMin to open Settings, then select Client portal under Firm, then select Branding.
Under Branding, adjust the following settings:
Primary color: Controls buttons, step numbers, and key interface elements.
Secondary color: Controls background accents and card highlights.
Status color: Controls the color of completion checkmarks and progress indicators.
Font: Choose a font for the portal (defaults to system-ui).
Firm logo: Check "Use firm logo on client portal" to display your logo at the top of the portal. You must upload a logo in Settings > Firm details first (Learn more)
Use the Preview panel on the right to see your changes in real time.
Click Save client portal branding when you are happy with the result.
You can click on the preview to open a larger view of the Client Portal with your branding applied.
🔄 Can I reset to default?
Yes, click the Reset to defaults button at the bottom of the Branding page. This will revert all branding settings to the EstateMin defaults.
💡 Good to Know
Colors can be set using the color picker or by entering a hex code directly.
Branding changes apply to all Client Portals across your firm, including existing portals.
To use your firm logo on the portal, you need to upload it under Firm Details first. The checkbox will be disabled until a logo is saved.
To change the introduction text for each step or add your own message to the Get Started step, see How to Customize Client Portal Content.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.