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
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.