Agency is where you set up your brand, your client reports and client mode. Do these five steps once on your first client site, then save a blueprint to copy everything to the next one.

The four shortcuts at the top

• 1
  Client reports opens Reports, where you view and download reports.
• 2
  Email the report sends today's report to your client right now.
• 3
  Blueprints jumps down to copying this setup to another site.
• 4
  Leads shows how many people used your free site checker in the last 30 days.

Do it in this order

1. Fill in Your agency

   Click Agency. In Your agency, type your Agency name, Email, Website and phone. These show on every client report and on your client's Home screen.

   

2. Add your brand

   Turn on Show my brand instead of Legal Eagle and add your name, color and logo. Step-by-step with pictures

3. Set up the monthly report

   In Client reports, type your client's email in Send to, and turn on Email the report every month. See how reports work

4. Lock the settings

   Turn on client mode so your client can look but not change anything. How client mode works

5. Press Save changes

   Press Save changes in the bar at the bottom.

White label means your client sees your brand, not ours. Your name and logo replace Legal Eagle in the WordPress menu, on the dashboard, in reports and in the Plugins list.

1. Turn on your brand

   Click Agency. In Your brand, turn on Show my brand instead of Legal Eagle 1.

   

2. Type the name to show

   In Name shown in the menu 2, type a short name, like "SiteShield" or "Northstar Legal". Short names fit the menu best.

3. Pick your color

   Click the Brand color box 3 and pick your color. Buttons and highlights change to it.

4. Add your logo

   Press Choose image 4, pick your logo from the Media Library (or upload it), and press Select.

   Best logoA wide PNG or JPG, at least 300 pixels wide. The same logo appears at the top of every PDF report.

5. Decide on the credit

   Keep a small "Protected by" credit on the cookie banner is off by default on white-label sites. Leave it off to keep the banner clean.

6. Save and look

   Press Save changes, then reload the page (press F5, or Cmd + R on a Mac). Your name and color are now at the top.

   

Clients pay for what they can see. Reports turns the site's protection into a clean report with your brand on it. You can view it, download it as a PDF, email it, or send a private link. It can also email itself every month.

The two scores on every report

• 1
  Protection Score (dark, with a shield): how well the site covers the legal basics: pages, cookie consent, disclosures and privacy rights.
• 2
  Accessibility Score (purple, with an eye): how easy the site is to use for people with disabilities. It's a separate score. 90 or more adds 10 points to the Protection Score.

See today's report

1. Open Reports

   Click Reports. Today's report appears right on the screen, built from the site as it is right now.

2. Use the buttons above the report

   

   • 1
     Download PDF saves the report as a PDF, with your logo, ready to attach or print.
   • 2
     Open full page opens the report on its own, full size.
   • 3
     Save a copy keeps today's report in the list below, so you can compare later.
   • 4
     Email it sends it to your client now. If you haven't added a client email yet, it's sent to you.

3. Read what's in it

   Every report has the two scores, what got fixed since last month and what's new since then, a chart of scores over time, what's still to do, what's in place, and a list of the legal pages. Your note sits at the end, under Next steps from your agency.

   

Look back at earlier months

Scroll down to Saved reports. A report is saved automatically each month, and every time you press Save a copy. Each row shows both scores.

Press View to open an old report, PDF to download it, or the × to delete it. The last 36 reports are kept.

Send a private link (no login needed)

1. Open a saved report

   Press View on a report in Saved reports. (Only saved reports can be shared. Press Save a copy first for today's.)

2. Press Get a share link

   Press Get a share link. A box appears with the link. Press Copy and paste it into an email or a chat.

   

3. Stop sharing whenever you like

   The link works for 30 days, for anyone who has it. They can read the report and download the PDF. To turn it off early, press Stop sharing.

Email the report every month, automatically

1. Open the Agency tab

   Click Agency and scroll to Client reports.

   

2. Write your note (optional)

   In Your note on every report, write what you did and what's next, like "We switched on the cookie banner this month." Short and friendly works best.

3. Turn on the monthly email

   Turn on Email the report every month. Leave Attach the report as a PDF on, so clients get a file they can save or forward.

4. Add who gets it

   In Send to, type your client's email. For more than one person, put a comma between them. Then press Save changes.

Your client owns the website, so they are often an admin too. Client mode lets them see their score and reports, while only you can change the settings. No more "I clicked something and the banner disappeared".

1. Turn on client mode

   Click Agency and scroll to Client mode. Turn on Clients can look, but not change settings 1.

   

2. Tick who can change settings

   Under Who can change settings 2, you are always ticked. Tick anyone else on your team who needs to make changes. Leave your client unticked.

3. Hide WP Legal Eagle from your client

   Leave Hide from clients in the Plugins list 3 on. Your client won't see WP Legal Eagle in the Plugins list, so they can't switch it off by mistake.

4. Save

   Press Save changes.

What your client sees

When your client logs in and opens the menu item, they see just three things:

• Home with their Protection Score, and a bar saying the site is Managed by your agency, with your email.
• Reports, where they can read their reports and download PDFs.
• Help, with a short guide made for clients: Your website dashboard, explained.

They can't press Fix it, change the banner, or open any settings. If they try a settings link, they're sent back to Home.

A blueprint is a small file with this site's whole setup: banner, features, pages, Pro options and your brand. Load it on the next client site and it's set up in a minute.

Part 1: Save a blueprint from a finished site

1. Open the Agency tab on a site you've already set up

   Click Agency and scroll to Blueprints (or click the Blueprints tile at the top).

   

2. Choose whether to include the business details

   Under 1. Save from this site, leave Include business name, email and address 1 off when the next site belongs to a different business (that's almost always).

3. Download it

   Press Download blueprint 2. A small file called something like legal-blueprint-yoursite.json is saved to your computer. Keep it somewhere safe; you can use it again and again.

Part 2: Load it on a new client site

1. Install the plugin on the new site

   Install and activate Legal Eagle on the new site, then open License and paste your license key, like you did on the first one. Pro and Agency are built in: there's nothing else to install.

2. Choose the file

   On the new site, open Agency and scroll to 2. Load on a new site. Press Choose File 3 and pick your blueprint file.

3. Tick the boxes

   Leave Create the same legal pages ticked, so the pages are made for you. Tick I understand the pages are templates… 4.

4. Press Load blueprint

   Press Load blueprint 5. You'll see a message saying it worked and how many pages were created.

5. Finish the client's details

   Open Settings and type this client's business name and email. Then, on Agency, add the client's email for reports and turn on client mode. Press Re-check my site on Home to finish.

Put a free "Is your website breaking privacy laws?" checker on your own agency website. Visitors type their address, see a score, and leave their name and email to see every problem. You get a warm lead who already knows they need help.

1. Copy the shortcode

   On your agency's own website (not a client's), open Agency and scroll to Lead scanner. Press Copy 1 next to [legal_eagle_scanner].

   

2. Fill in the three boxes

   • Email new leads to 2: where you want an email for each new lead.
   • Button under the report 3: the words on the button visitors see after the check, like "Get this fixed for me". It links to your agency website.
   • Contact checkbox wording: the "you may contact me" box. You can leave it as it is.

   Press Save changes.

3. Make a page for it

   Go to Pages → Add New Page. Give it a title, like "Free Website Check". Add a Shortcode block, paste [legal_eagle_scanner] and press Publish.

   Want different words? Use [legal_eagle_scanner title="Free privacy check" button="Check my site"].

4. Try it

   Open the page and check any website. Visitors see a score and the first few checks. To see the full list, they fill in their name and email.

   

5. See your leads

   Back on Agency, Scanner leads lists everyone: when, who, which website, their score, and whether they said you may contact them. Press Download CSV to open them in Excel or your email tool.

   

This page explains what you see on your website's dashboard. You can look at everything, and your web team takes care of the settings for you.

Your two scores

Your site has two separate scores. They measure different things.

For both scores, 90 to 100 (green) is great, 60 to 89 (orange) means a few things are missing, and under 60 (red) needs attention.

Your Home screen

Home shows your Protection Score, the four areas it's made of, and anything that still needs doing. The bar at the top shows who manages your site and how to reach them.

Your reports

1. Open Reports

   Click Reports. Today's report is shown straight away.

2. Download a PDF

   Press Download PDF to save the report, to print it or to send it to someone.

3. Look at earlier months

   Scroll down to Saved reports and press View or PDF on any month.

How to read a report

• Fixed since…: what your web team fixed since the last monthly report.
• New since then: anything new that needs attention.
• Scores over time: a line for each score, month by month. Going up is good.
• Still to do and In place: what's left, and what's already done.
• Next steps: a note from your web team.