Design & Branding

Upload your practice logo and it appears on proposals, engagement letters, the client portal, and email templates. Support for standard image formats with automatic resizing to fit each context.

Choose fonts and colours that match your practice's visual identity. Set primary and secondary colours, heading and body fonts, and accent colours used for buttons and links.

Colour choices are applied consistently across all themed outputs, so your proposals, emails, and portal all share the same visual language.

Themes bundle your logo, fonts, and colours into a reusable configuration. Create a theme once, then apply it wherever you need branded output.

Sodium includes starter templates to get you going quickly. Customise them with your brand assets, or build a theme from scratch.

Design themes can be applied to:

• Proposals - branded proposal documents sent to prospective clients
• Engagement letters - professional letters with your practice branding
• Email templates - consistent styling on outbound emails
• Client portal - your logo and colours on the portal your clients use
• Content blocks - reusable content inherits the active theme

Some practices need more than one look. You might want a formal theme for engagement letters and a more modern theme for proposals. Or different branding for different service lines.

Create as many themes as you need and choose which to apply in each context. Switch between themes without losing any configuration.