Setting up your firm's branding

When a client receives a BopSuite-generated email or lands on a doc-request portal, they see your firm — not BopSuite. Three settings drive that experience.

Logo

Settings → Organization → upload your firm's logo.

Use a square or near-square PNG, ideally 200 × 200 px or larger. The image is auto-resized for:

• Top of every transactional email (doc-request, reminder, invoice, signature)
• Header of the client portal (/p/[token]) and signature page (/sign/[token])
• Public intake form page
• The signed-PDF audit trail page (small — 30 px tall)

Avoid wide horizontal logos for now — they squish on the email/portal headers. If your firm only has a wide wordmark, crop or commission a square mark for product use; the wider one can stay on your website.

Accent color

Settings → Organization → Accent color. Hex picker, defaults to BopSuite blue (#3d6d9e).

This color shows up:

• Primary buttons on portal + signature pages
• Email button colors
• Status accents on the public intake form
• Branded PDF cover and audit page accents

Tips:

• Pick something with enough contrast against white (your portal background is light) — the accent color is used for buttons and links. WCAG AA contrast ratio of 4.5:1 against white is the floor; verify at webaim.org/resources/contrastchecker.
• Don't pick neon or hot pink unless you mean it. Most professional services brands use deep blue, navy, or burgundy.
• Match your website. If your firm's website is #1a4480, use #1a4480 here. Brand consistency is the single biggest trust signal.

Sender email (Practice + Firm plans)

Out of the box, every BopSuite email goes out as hello@bopsuite.com (set platform-wide via RESEND_FROM_EMAIL). For Starter-tier orgs, that's the only option.

On Practice and Firm plans, the Custom email templates plan flag unlocks per-org sender customization. Settings → Branding → Sender email:

• Pick a verified sender domain (you'll DNS-prove ownership)
• Set sender display name (e.g., Smith Law Group)
• Optionally customize the email body templates

Heads-up — full per-org SMTP requires a paid Resend or SendGrid account on your end and a couple of DNS records (SPF, DKIM). It's fully supported but you have to do the DNS plumbing once. Email us at hello@bopsuite.com and we'll walk you through it.

If you don't want to set up your own sending domain, the default hello@bopsuite.com is fine — clients see your firm's NAME on the from address (Smith Law Group <hello@bopsuite.com>), not "BopSuite," so it doesn't break the experience.

Where else your branding shows up

Once logo + color are set, they propagate automatically:

Stripe Connect branding (separate)

Stripe-hosted invoice payment pages inherit branding from your Stripe Connect Express account, not from BopSuite directly. To brand those:

1. From Settings → Payments, click "Manage Stripe account" (opens Stripe-hosted dashboard)
2. Inside Stripe Connect → Branding → upload logo + accent color there separately

Painful that you set it twice; we don't have a way to push branding to Stripe automatically yet. Set both and forget.

Quick check

After you set logo + color:

1. Open a test matter
2. Send yourself a doc request (use your personal email)
3. Open the email on a phone — verify logo renders, button is your color, no broken images
4. Click through to the portal — verify same look
5. Submit a field
6. Approve it as the firm
7. Check the "submission ready for review" notification email

If all four touchpoints look right, you're set. Move on.

What's next

• Inviting your team — bring your colleagues in
• Plan limits + upgrading — see which branding features come at which tier