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Link Practice Ignition with Onboarding Hub

You can link to your Onboarding Hub via the confirmation email in Practice Ignition.

Watch our short video here: 

Check out this Video

  1. Login to Practice Ignition https://app.practiceignition.com
  2. Click Library and then Notifications
  3. In Proposal Accepted Messages, edit the Proposal Accepted Email. We've added two examples texts you can use below:

Simple Onboarding Form

Hi {name},
Thanks for choosing {your firm name}!
To get started, we need a few details from you, which can be done easily and securely using our Onboarding hub: https://yourfirmname.ourclienthub.com/client-onboarding-form/
Thanks
The {your firm name} team
 

AML Form

Hi {name},
Thanks for choosing {your firm name}!
UK law requires some additional details from you, which can be done easily and securely using our Onboarding hub: https://yourfirmname.ourclienthub.com/aml-form/ 
Thanks
The {your firm name} team
 
Feel free to amend the confirmation message to your needs.