An Edmonton firm launching a branded portal
White-label portal rollout at an Edmonton practice
Eleven staff
Every scenario below is illustrative. SpidNums does not publish customer results it has not measured, so these pages describe firm archetypes and the workflow that fits them — no client names, no quotes, no numbers we cannot stand behind.
The situation
A firm that has spent years building its brand does not want its client-facing software to advertise someone else's.
Half-branding is worse than none: a branded login followed by a vendor-branded email tells the client exactly what is happening.
How the workflow fits
Branding resolves per tenant at runtime
Name, logo, colours and letter footer apply to the portal, the signing pages, the letter PDFs and the emails.
The address belongs to the firm
A firm subdomain from day one, and the firm's own domain by CNAME when it is ready.
Isolation is enforced below the app
Row-level security means the branding promise is backed by a data boundary, not just a stylesheet.
What changes day-to-day
- Clients see the firm's brand from the sign-in page to the email footer.
- The firm can answer security questions about isolation with specifics.
- Nothing in the client experience names the underlying platform.
