The customizable client portal built for modern firms
Give your clients a one-stop shop experience with a portal that streamlines messaging, payments, file-sharing, help centers, custom app access, and more.
Discover why thousands of entrepreneurs choose Copilot to start, run, and grow their business.
Tech-enabled service businesses of all types — marketing agencies, accounting firms, law firms, and 100s of others — run on Copilot to provide clients a branded, unified, and delightful experience on web and mobile.
Marketing Agencies
"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."
Technology
"We were able to take a 6-month roadmap and reduce it to a single month by using mostly Copilot Apps and building a Custom App specific to our business. We loved being able to launch and validate our ideas faster.”
eCommerce
"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."
Event Planning
"Our clients love our portal because it makes it so easy for them to communicate with us, stay updated about projects, and make requests."
Powerful out-of-the box functionality, ready to go.
Provide clients a uniform experience with on-brand design, combined in-product notifications, and consistent email notifications. And with modularity built-in, start with just one App, and add more when the time is right.
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 Partner Apps.
Streamline the client experience even more by connecting products you already use and surface them in the client experience — Calendly for scheduling, Airtable project trackers, Google Data Studio dashboards, and thousands more.
Automate your firm.
Automate workflows inside your portal and connect external tools as well. For example, for new clients assign an onboarding form, send out a customized welcome message, set up a default folder structure, and create a lead in Salesforce. Use Zapier for easy setup or our API for full control.
Trigger
New client activated
Condition
Company size <= 50Condition
Company size > 50
Action
Assign small business onboarding form
Action
Send message with scheduling link
Action
Create lead in SalesforceThe 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.
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.
Copilot University
Watch video tutorials that cover getting set up, configuring your portal, best practices, and more.
Help Center
Read answers to the most common questions, learn best practices, and contact our team.
