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:

Login to Practice Ignition https://app.practiceignition.com
Click Library and then Notifications
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.