Branding

Your logo, name and contact line on every report from the suite and the three apps. Saved in your clients folder, not on our server.

Your logo

On the cover of every report you send. PNG or SVG; a large PNG is made smaller, an SVG can be up to 200 KB.

Drop a logo hereor

Choose file

No logo yet

On a dark page

No logo yet

On white, as it prints

Details

What your clients read under your logo. Leave a line blank to leave it off.

Display nameYour business name, as it should read on a cover: "Prepared by" and this name. Contact lineUsually your email. Printed under your name on every report. WebsiteAdded after the contact line. PhoneAdded after the website.

Accent colour

#815BFF Brand purple (default)

Headings and rules on your reports. Pick one from your logo, or keep the default.

Preview

The real report headers, on white as they print. They change as you type.

Suite reports · Engagement Summary

App reports · ClientBriefAI, AdoptBriefAI

Where it is used

One branding, everywhere. Each report shows the client's name as text, never a client logo.

Suite reportsPractice summary, Income by client and Pulse results.
Engagement SummaryThe one-page review for the owner, each quarter.
ClientBriefAIReadiness, SEO Audit, Opportunity, Business Case, Policy Pack and the Client Portal.
AdoptBriefAIThe adoption plan and every report from it.
ConsultCastAIPractice session summaries.
Pulse survey invitationYour name and contact line in the footer of the email staff receive.