Copilot is the modern client portal for service businesses
Give clients a one-stop shop experience with a client portal that streamlines messaging, payments, file-sharing, help centers, custom app access, and more.

Thousands of service businesses choose Copilot to streamline their business and client experience.
Tech-enabled service businesses of all types — accounting firms, marketing agencies, startups, consulting firms, real estate firms, and others — run on Copilot to provide clients a branded, unified, and delightful experience on web and mobile
Everything you need to run a modern service business.
Consolidate your technology stack. Copilot comes with messaging, billing, file-sharing, eSignatures, intake forms, and help desks out of the box. And with modularity built in, start with just one App and seamlessly enable more over time.
Messaging
Let clients securely and seamlessly message you from your portal, and give your team the ability to centralize client communication and stay organized.

Go even further with Copilot's App Platform.
Connect the products you already use and integrate them into your portal. Calendly, Airtable, Google Data Studio, and thousands more are available for integration. You can also build or request a Custom App and create a completely unique experience.
Scale faster than your headcount with Automations.
Automate workflows and get valuable time back. For example, you can let clients self-serve sign up and then automatically send them a welcome message, assign an onboarding form, and upload standard files. Use Zapier or Make for easy setup or our API for full control.
Client activates account
Trigger
Company size < 50
Condition
Company size > 50
Condition
Assign SMB onboarding form
Action
Send meeting scheduling link
Action
Create lead in Salesforce
Action
The support you need, when you need it.
Our Community
Meet our team and a community of businesses that run on Copilot. Requires a Slack account.
Product Demo
Watch a recorded product tour where we go over key features for your team, the client experience, and more.
Copilot University
Watch video tutorials that cover getting set up, configuring your portal, best practices, and more.
Copilot Guide
Read our comprehensive guide about how to get started and implement best practices.
