Feature videos · Firm Branding
Feature highlight: Firm Branding
GleanMark's Firm Branding puts your firm's logo on the clearance reports and client reports you send, so they look like your own work product.
Chapters
Set it up once
Owners and administrators open Organization from the account menu and, on the Profile tab, upload the firm's logo. A wide logo on a white or transparent background works best, and you can add a short tagline for the cover.
One switch for both kinds of report
Turn on Use my firm's branding on reports I send clients. Branding stays off until you do, and the same switch brands clearance reports and the portfolio summaries you send clients by email on a schedule.
Your logo on the cover
A branded clearance report, as a PDF or a Word document, leads with your logo, your firm's name and your tagline; the analysis inside is the same. A small Powered by GleanMark line stays in the footer, and the disclaimer says your firm prepared the report using GleanMark's tools and is responsible for any legal conclusions.
Transcript
Hi! This is Howard Katzenberg, GleanMark's founder. In this video, we'll walk you through GleanMark's Firm Branding. It puts your firm's logo on the clearance reports and client reports you send, so they look like your own work product.
Owners and administrators set it up. Open Organization from your account menu. On the Profile tab, upload your firm's logo. A wide logo on a white or transparent background works best. You can also add a short tagline for the cover.
Then turn on Use my firm's branding on reports I send clients. Branding stays off until you do. One switch covers both kinds of report.
Here's a clearance report on CASA VERDE as a restaurant name. The export card shows the firm name your report will carry. Export it as a PDF or a Word document. Both carry your branding.
Without branding, the cover leads with GleanMark.
With branding, it leads with your logo, your firm's name, and your tagline. The analysis inside is the same.
On the pages inside, the header shows your logo and firm name. A small Powered by GleanMark line stays in the footer. The disclaimer says your firm prepared the report using GleanMark's tools and is responsible for any legal conclusions.
The same switch brands the portfolio summaries you send clients by email on a schedule. Here's the cover of a weekly summary for Games Global. It carries your logo, above your firm's name.
Put your firm's logo on the reports your clients read. Start a free trial or book a short walkthrough at gleanmark.com.
See it on your own trademarks
Start a free trial, or book a short walkthrough.
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