FIRM SETUP
Customize your branding and automated messages
Set your firm name, pricing display, and the messages clients see after submitting.
Firm Settings
Configure branding, pricing, and response messages.
Live Preview
This is how your form header will appear to clients
Your Demo Firm
Get Started with Your Demo Firm
Your brand color on the submit button
Firm Branding
Customize how your screening form looks to clients.
Displayed as the title on your screening form
Shown below your firm name. Use {{firm_name}} to auto-insert your firm name.
Used for submit button and accents
Capacity & Pricing
Off means new clients are waitlisted.
Next Step for Accepted Clients
Response Messages
These messages are shown to clients after they submit. Customize them to match your firm's tone.
Sent when you invite someone via email. Use {{client_name}} to personalize with their name.
Shown when you accept a client's submission.
Shown when a submission is declined (manually or auto-declined by rules).
Shown when you're not accepting new clients and someone submits.