Stage one: your firm’s subdomain
As soon as onboarding finishes, your practice has a working address on a hellobooks.ai subdomain. Clients who visit it land on a sign-in page with your logo, app name and colors. Everything they do after signing in is presented under your brand, so the subdomain is the only place where the platform name appears.
For most firms this is enough to start. You can put the address in welcome emails, link it from your website, and add it to your engagement letter. Because it is stable, you do not need to rush clients through a migration later just to keep things working. Staff sign in at the same address, so the whole practice builds its habits around one link. Bookmarks, saved passwords and welcome packs all point at the subdomain and keep working while you wait.