Run a modern, tech-enabled design firm.
Design firms should care about the client-facing software they use. With Copilot they can make onboarding and client engagement feel modern, on-brand, and differentiated.
Your customers deserve a modern client experience
Branding
Provide a premium experience by customizing your portal with your brand assets.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
Partner Apps
Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
Integrations
Connect your accounting software, sales CRM, or another supported product.
Notifications
Streamlined and branded notifications for clients in your portal and via email.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
Explore the client experience.
If you’d like to see what the user experience can be like for your clients, you can create a client account in a demo portal we have set up. We’ve customized this demo portal to highlight some of the features that are most relevant.
Project management
Connect apps like Airtable, ClickUp, and Monday to share project statuses and streamline the communication between you and your clients.
"Copilot is the ultimate sidekick for Trulytell. It lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "
Founder, Trulytell
