The customizable client portal built for modern firms
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
"We were able to migrate away from five tools and now run entirely on Copilot. Our clients absolutely love it because it gives them a single place to speak with us, view campaign dashboards, and submit requests."
Accounting and Bookkeeping
"We provide a virtual CFO service for startups and small businesses, and with Copilot we are able to compete much more effectively against competitors with engineering teams."
"Copilot is a perfect solution for eCommerce companies that handle custom requests like us. We now have a streamlined workflow where clients can make custom requests, view previews, and sign contracts."
"Our clients love our portal because it makes it so easy for them to communicate with us, stay updated about projects, and make requests."
"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."
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.
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.
TriggerNew client activated
ConditionCompany size <= 50
ConditionCompany size > 50
ActionAssign small business onboarding form
ActionSend message with scheduling link
ActionCreate lead in Salesforce
The support you need, when you need it.
Meet our team and a community of businesses that run on Copilot. Requires a Slack account.
Weekly Live Demo
Join our team as we take you on a tour of the Copilot platform in a 20-minute demo followed by a live Q&A.
Watch video tutorials that cover getting set up, configuring your portal, best practices, and more.
Read answers to the most common questions, learn best practices, and contact our team.