Designed for startups that want to move faster.
Use our comprehensive developer platform to integrate fully custom client-facing apps but still make use of Copilot infrastructure for auth, security, permissions, roles, notifications, automations, Copilot Apps, and more.
Your customers deserve a modern client experience
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
Partner Apps
Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.
Integrations
Connect your accounting software, sales CRM, or another supported product.
Branding
Provide a premium experience by customizing your portal with your brand assets.
Notifications
Streamlined and branded notifications for clients in your portal and via email.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
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 lets our 10-person immigration law firm run more efficiently. Using the automation features, we are able to save over 120hrs per week and completely streamline client onboarding."
CEO
