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What exactly does my client see when they click my branded link?

client-portal · NEW · Granola FAQ mining 2026-06-09

Written by Cohen Nagel

Your client lands on a clean, branded experience showing your logo, name, and brand color, set up in Settings, Branding. They see a step-by-step intake: a short onboarding that captures funding amount, website, contact info, industry, incorporation date, and location, then a place to upload documents and an AI AutoFill option that reads those documents and fills the application for them. They can also invite collaborators like a spouse, partner, or accountant to help. Levr's own branding is minimal, so the experience feels like your platform, not a third party.

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