The customizable client portal built for modern firms

Impress clients with a modern portal, streamline onboarding and service delivery, save time with automations, and get paid faster. And that’s just the start — accomplish even more with apps from our App Store.

internal

Streamline your business

Consolidate your tech stack. Copilot comes with a CRM, notification center, powerful permission controls, and essential apps for messaging, billing, file-sharing, contracts, and forms. Built for flexibility, you can start with just one app and enable more over time.

CRM
Notification Center
Messaging
Billing
Files
Forms

Create clients, associate companies, and manage custom fields. After clients are created you can interact with them through apps.

Configure you and your team's notifications and then manage them in an inbox-zero like experience.

Let clients securely and seamlessly message you from your portal, and give your team the ability to centralize client communication and stay organized.

Create branded invoices and subscriptions, and make it easy for client to pay, access invoices, and manage their payment credentials.

Make it easy to share files with clients, stay organized with folders, and get contracts signed with eSignature requests.

Streamline data collection with forms you can assign to clients or always-on forms that clients can fill out any time.

CRM
Notification Center
Messaging
Billing
Files
Forms
msg-screen
msg-screen
msg-screen
msg-screen
msg-screen
msg-screen

Elevate the client experience

Set up a white-label client portal and give clients a one-stop shop experience where they can communicate with you, make payments, upload files, submit forms, sign contracts, and more.

Easy login
Client Portal
Embeds

Make it easy for clients to log in to your portal with support for email/password, white-label Google Auth, and 2FA.

Set up a modern, white-label client portal that acts as the central hub for your clients. You have full control over enabled apps and design.

Embed products you already use like Calendly, Airtable, ClickUp, and 1000s of others in your portal, then let clients access them all in one place.

Easy login
Client Portal
Embeds
msg-screen
msg-screen
msg-screen

Automate your firm

Build automations that save you time, reduce human error, and enable you to create magical client experiences. Copilot offers dozens of triggers and actions, along with the flexibility of using custom fields for conditional logic. Set up your workflows on Zapier, Make, or directly through our API.

link-icon

Client activates account

Trigger
process-icon
link-icon

link-icon

Company size < 50

Condition
process-icon
link-icon

link-icon

Company size > 50

Condition

process-icon
link-icon
action-icon

Assign SMB onboarding form

Action
process-icon
link-icon
msg-icon

Send meeting scheduling link

Action
process-icon
link-icon
sales-icon

Create lead in Salesforce

Action
process-icon
link-icon

Don’t take our word for it

Businesses of all sizes say that Copilot lets them streamline internal operations, impress clients with modern software, save time with automations, and save money by consolidating disparate sofware tools.

logo
logo
logo
logo
logo

We are a consulting firm, and we are able to perform almost all client interactions in one place, including messaging, signing contracts, sharing files, invoicing, and more. Copilot has been an invaluable tool for our business, and gets better every day.

profile
Luke Wegryn
Founder, Pensive Security
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo

The support you need, when you need it.

Community

Meet our team and a community of businesses that run on Copilot. Requires a Slack account.

Guide

Read our comprehensive guide about how to get started and implement best practices.

Security

Review our security practices to learn more about our commitment to best-in-class security.

Experts

Work with a certified Copilot Expert to build custom features, set up automations, and more.

right-arrow
msg-iconmsg-icon

Upgrade your service business

msg-iconmsg-icon