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.
Trusted by 1,000+ businesses and 1M+ clients
Tech-enabled service businesses of all types — accounting firms, marketing agencies, startups, consulting firms, and others — run on Copilot to provide clients a branded, unified, and delightful experience on web and mobile.
Accounting Firms
Copilot's practice management suite for accounting firms brings together secure messaging, file-sharing, contracts, forms, and more.
Marketing Agencies
Content, design, and growth agencies use Copilot to give clients streamlined access to embedded dashboards and more.
Startups
Instead of building everything from scratch, build a Custom App on our extendable platform and get many client-facing features out-of-the-box.
Consulting Firms
Consulting firms run on Copilot to elevate their brand, streamline onboarding, and strengthen relationships with a modern portal.
Law Firms
Law firms run on Copilot to enhance security, streamline client onboarding, and to make it easier to work with clients.
Real Estate
Real estate firms use Copilot to let clients or tenants message, make payments, sign contracts, access resources, and more.
Freelancers
Copilot lets freelancers manage their entire business with one platform and makes it easy to set up a customizable client portal.
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.
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.
Bring your favorite apps with you and discover new ones
Connect products you already use like Airtable and Calendly, discover new ones built for the Copilot Platform, or build your own Custom App.
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.
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.
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.
Client activates account
Trigger
Company size < 50
ConditionCompany size > 50
Condition
Assign SMB onboarding form
Action
Send meeting scheduling link
Action
Create lead in Salesforce
ActionDon’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.
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.
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.
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.
