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Set up your signature

Open Settings and go to the email signature area. Create or edit your signature, then include the contact details and professional information your firm wants clients to see. Keep the content concise enough to work on desktop and mobile email clients. Verified sender with an email signature preview and edit action.

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Recommended content

  • Your name and role.
  • Firm name.
  • Reply-to email address and phone number where appropriate.
  • Required professional designation or licence information approved by your firm.
  • Firm website or booking link when the recipient should use it.
Use your firm’s approved wording for regulated or legal notices. Do not add unreviewed claims, personal contact details, or confidential case information to a reusable signature.

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Send a test

After saving, send a test email to an internal address. Check the From address, reply-to behaviour, line breaks, links, and mobile readability. If you use a branded sending domain, configure it first through Branded email.

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Keep signatures current

Review signatures when a team member changes role, phone number, credentials, or firm branding. A signature is client-facing content, so update it before sending the next client communication rather than relying on recipients to infer a changed contact method.