Preparing your firm’s brand kit for client software

Most of what you need probably exists already, scattered across your website designer’s files, your letterhead template and old marketing material. Pull it into one folder and check that each file is the current version. Outdated logos have a way of resurfacing when nobody owns the folder.

The list below covers what a typical white-label setup requires. If your firm has never formalised its brand, this is a useful prompt to settle the basics, even if you keep things simple. A clean, consistent look matters more than an elaborate one.

• Logo in vector or high-resolution format
• A square version of the logo or a simple mark
• Light and dark variants for different backgrounds
• Primary and secondary colour codes
• The app name clients will see
• Firm contact details for document footers

Colours that look elegant on printed stationery can be hard to read on a laptop or phone. Check that text placed on your primary colour remains legible, and that buttons stand out from the background. Accessibility guidelines on contrast are a useful reference; poor contrast frustrates clients even when they cannot say why.

Logos face similar issues. A wide wordmark may shrink to an unreadable sliver in a browser tab or small header. That is why a compact square mark is worth preparing. Preview each asset at small sizes before sending it to the vendor.

The app name appears on the sign-in page, in emails and in the browser tab. Many firms simply use their firm name followed by a descriptive word, which keeps recognition strong. Others choose a distinct product name. Either works, but changing it after clients have learned it creates needless confusion.

Once your kit is ready, HelloBooks applies your app name, logo, colours, sign-in page styling and document templates during onboarding. Keep the folder maintained afterward, because future documents, proposals and marketing material should all draw from the same source, and a single owner for the folder stops outdated versions from creeping back into circulation.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.