Set up your client portal

A walking tour of the LedgerOS workspace
settings/branding
Clients

Branding & portal

Customize how your firm appears to clients in the portal.

Portal address
Where your clients reach their portal.
brightwater.tryledgeros.com Live

Your free address — always available to your clients.

brightwater .tryledgeros.com Save
Use your own domain Free Point portal.yourfirm.com at LedgerOS for a fully branded address. Set up
Branding
Your logo, color, and welcome note set the tone for clients.
Logo
Upload logo PNG or SVG, up to ~2 MB.
Accent color
#1A6B3C
Welcome message
A short greeting shown when clients sign in.
KM Kestrel Manufacturing LLC LLC Active
Overview
Tasks
Communications
Activity
Documents
Credentials
Research
Comp Studies
Portal Access
Health
Settings

Portal Access

People at this client who can sign in to the portal and see their work. They only ever see this client's portal-visible items.

Link existing Add from Contacts
Client portal enabled Kestrel Manufacturing LLC can access brightwater.tryledgeros.com. On by default — no one has changed this client's portal setting.
Portal users
SM Sarah Mitchell s.mitchell@kestrelmfg.example Primary Active
DP Daniel Poole dpoole@kestrelmfg.example Invited Resend

Invited users can accept until their link expires (7 days). Disabled users lose access immediately but keep their history.

What clients seePortal display settings →
Show staff names to clients When off, clients see status without naming who's working on it.