Introducing Copilot 1.0 and Announcing our Series A
Jan 19, 20233 min read
We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to send messages, make payments, sign contracts, access custom apps, and more. We’re also thrilled to announce our $10M Series A round (covered by TechCrunch here) which enables us to create the best possible software to
Announcements
Client Onboarding Questionnaire Template: 13 Things to Ask
Mar 23, 20236 min read
Here's a simple client onboarding questionnaire template you can use to set new clients up for success.
Guides
How to Fire a Bad Client (The Right Way)
Mar 20, 202310 min read
Have you found yourself in a difficult position with a problematic client? In this article, we'll go over how to fire a bad client (the right way).
Guides
How To Collect Money From Clients Who Won't Pay
Mar 17, 20237 min read
Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.
Guides
10 Best SuiteDash Alternatives For Service Businesses [2023]
Mar 14, 202310 min read
Looking for the best SuiteDash alternative? In this article, we'll go over 10 different client portal tools you need to try in 2023.
Guides
How to Bill a Client for the First Time (And Not Mess Up)
Mar 09, 20239 min read
Congratulations, you signed a client! Now it's time to learn how to bill a client for the first time (the right way) and start getting paid for your work.
Guides
How to Create a Custom White Label Client Portal
Mar 08, 20235 min read
Learn how to customize the look, feel, and functionality of your white label client portal so you can create a better user experience for your clients.
Guides
5 Best Hello Bonsai Alternatives You Need To Try in 2023
Mar 07, 20239 min read
Looking for the best Hello Bonsai alternative to help you manage your clients, projects, and invoices? Here are five platforms you should check out.
Guides
SEO Reporting Dashboard: What to Include (With Example)
Mar 02, 202312 min read
What is an SEO reporting dashboard and how do you create one? In this article, we'll go over everything you need to know about client SEO dashboards.
Guides
What Are Productized Services? And Why They Help You Scale
Mar 01, 20238 min read
Learn the benefits of productization and how to productize your services business here.
Guides
Dubsado vs Honeybook: Which Is Better for Client Management?
Feb 28, 202311 min read
Can decide to go with Dubsado vs HoneyBook? In this article, we'll do an ultimate teardown of both platforms (and a third) to help you make a decision.
Guides
7 Steps to Start a Freelance Business (With a Full-Time Job)
Feb 23, 202315 min read
Ready to take the leap and learn how to start a freelance business? In this article, we'll go over how you can get your freelance career started.
Guides
How to Ask for a Referral From a Client (+ Best Templates)
Feb 22, 20237 min read
Some of the best clients come from personal recommendations. Learn how to ask for client referrals and discover email referral templates you can use.
Guides
10 Best Client Portal Software for Small Businesses in 2023
Feb 21, 202311 min read
Having a client portal is a crucial aspect of creating a great customer experience. Here are 10 of the best client portal software and tools right now.
Guides
How to Create a Customer Portal for Any Website (In 6 Steps)
Feb 16, 202314 min read
Creating a great client experience is crucial for your business's reputation. Learn how to create a customer portal that will impress your clients.
Guides
15 Questions To Ask Clients Before Signing a Contract
Feb 15, 20237 min read
We asked the experts for the top 15 questions to ask potential clients to ensure they're a good fit for your business. Here's what they said.
Guides
10 Best Dubsado Alternatives You Need To Try in 2023
Feb 14, 202310 min read
Looking for a Dubsado alternative to help you run your agency or freelance business? Here are 10 tools that are definitely worth trying in 2023.
10 Best Freelance Jobs Right Now & How to Find Them in 2023
Feb 09, 202315 min read
Freelancing is on the rise. Here are 10 best freelance jobs you can start a career in and places you can sign your first client.
Guides
How to Deal With Difficult Clients: 7 Powerful Strategies
Feb 08, 20236 min read
Some clients can be a headache. We put together seven ways for how to deal with difficult clients, so you can create great client experience — every time.
Guides
How to Start Freelance Marketing and Sign Your First Client
Feb 07, 202318 min read
Looking to make the leap to freelance marketing? In this article, we'll go over how to start your freelance business and sign your first client.
Guides
Copilot Winter Release
Jan 19, 20232 min read
We're excited to share details of the Copilot Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on!
A revamped Copilot Admin
The new Copilot Admin is out and you can access it by logging in on copilot.com. You'll see a refreshed look, faster loading speeds, improved search, and a better overview of everything important to your business. The client experience (i.e. , your portal)
AnnouncementsWhat's New
How To Create an Effective Value-based Pricing Strategy
Nov 02, 20224 min read
Learn how to create an effective value-based pricing strategy to generate more revenue from your productized services.
Guides
How to get referrals from clients (with expert tips)
Nov 02, 20227 min read
The best way to tap into word-of-mouth marketing is through client referrals. Asking for referrals directly can be anxiety inducing and time consuming, which is why you need to learn how to secure client referrals without asking.
Guides
Value-Based Pricing: What It Is and When to Do It
Oct 17, 20226 min read
Learn about value-based pricing and how to implement it for your productized services business. We'll show you real-life examples of how value-based pricing works.
Guides
5 Client Communication Best Practices for Small Agencies
Sep 18, 20226 min read
Customers are the lifeblood of every business. Learn how to communicate professionally with your clients and reduce conflicts as a small agency.
Guides
How to Hold an Effective International Off-site as a Series A Startup
Sep 03, 20226 min read
Everything we learned about doing an off-site in a far-away place with a team of 15.
Guides
Why I Joined Copilot to Lead Sales
Aug 22, 20224 min read
Now that I’ve been at Portal for over three months (wow time flies!), I’ve had some time to reflect on the journey that led me here. This is why I joined!
Announcements
What Is a Knowledge Base? Everything You need to Know
Jul 29, 20228 min read
A knowledge base is a must-have for productized businesses looking to scale. This article covers all you need to know about how knowledge bases work.
Guides
Client Management: 7 Practical Tips for Winning and Retaining Clients
Jul 21, 20227 min read
Learn practical tips to help you improve client management from 7 business experts.
Guides
Why Is a Knowledge Base Important for Productized Agencies?
Jul 21, 20224 min read
If you want to run an efficient productized agency, you need a knowledge base. Learn more about the benefits of knowledge bases for productized businesses.
Guides
How to Write a Knowledge Base Article Your Customers Will Love
Jun 21, 20226 min read
In this article, we'll show you a simple step-by-step process for writing effective knowledge base articles, plus templates you can use.
Guides
Copilot Is Now HIPAA Compliant
Apr 28, 20222 min read
Portal is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.
Announcements
Copilot Is Now SOC 2 Compliant
Apr 25, 20222 min read
Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.
Announcements
9 Best Client Management Systems for Small-sized Agencies
Apr 04, 20228 min read
In this article, we share nine different client management systems that will improve your agency-client relationship and help you scale faster.
Guides
The Client Communication Manifesto: 6 Simple Rules to Live By
Mar 29, 20225 min read
In this article, we share six simple rule that can help you improve client communication, and boost your agency's performance.
Guides
4 Ways to Improve Your Client Collaboration
Mar 17, 20225 min read
In this article, we will share four tips to help you boost client collaboration for your agency.
Guides
How Portal Helps You Improve Client Retention
Mar 04, 20224 min read
In this article, we'll show you how Portal can improve client retention for your agency.
Guides
Why a Client Collaboration Portal Is Key to Running a Productized Services Business
Feb 12, 20224 min read
In this article, we'll discuss the benefits of a client collaboration portal for productized services businesses.
Guides
The Top 5 Software Picks for Effectively Managing Your Clients
Jan 12, 20226 min read
Running a small business or managing your customer data as a freelancer is difficult. Often you are trying to save customer profiles in a basic database or within a spreadsheet, both of which aren’t ideal interfaces. The same can be said for contact management software, which can help organize client information but doesn’t always have the email marketing and sales process integration that you may need.
Having the right tools to help improve client relationships and be ready for any client enga
Guides
How to Collect Online Credit Card Payments
Jan 11, 20228 min read
Payment processing can be intimidating for small business owners who may not be familiar with the steps involved or its jargon. With a global pandemic that further pushed contact-free transactions, online credit card payments are growing in popularity. From recurring revenue models to more traditional ecommerce, contact-free payments are seen more and more commonly across industries, potentially even among your competitors. Getting on top of the trend before it is too late is crucial to keeping
Guides
What is a Project Implementation Plan + Templates
Jan 11, 20227 min read
At the outset of any large project, project managers have the challenging task of organizing team members and creating a strategic plan for completing project objectives. There are many ways that leaders can help lead employees towards planning a cleaner implementation process, such as well-organized Gantt charts, project execution plans, project management software, and other collaboration tools.
While there are many project management tools a project team can use to monitor their progress, on
Guides
What Is A Project Execution Plan And How To Write One
Dec 10, 20216 min read
Learn the basic elements of a project execution plan also called a PEP.
Guides
The Clear Rules of Request Meeting Emails: Getting a Response
Dec 06, 20219 min read
Messaging back and forth with anyone--especially coworkers--can be a cumbersome process. Rather than overwhelming a sender with multiple email responses, it can be much simpler to just schedule meetings. A meeting request email is an effective way to establish a place and time to gather colleagues or even potential business partners to make collaborative, action-based decisions.
Often, decisions need to be made in real-time, which sometimes can't happen over messaging or social media. Effective
Guides
Tips For Writing Payment Reminder Emails (And Getting Paid)
Dec 03, 20217 min read
Read our tips for writing an email that reminds a client to pay a bill.
Guides
Introducing Knowledge Base 2.0
Dec 01, 20212 min read
From 1.0 to 2.0
We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a lot since then and couldn't be more excited about Knowledge base 2.0, our most important update yet.
What's new in Knowledge base 2.0
A Powerful New Editor
The Knowledge base now comes with a powerful rich text editor that lets yo
What's New
How To Analyze Metrics To Reduce Customer Support Time
Nov 30, 20219 min read
Learn metrics to monitor and tips to improve customer support.
Guides
How to Transition to a Recurring Revenue Business Model: ABCs
Nov 10, 20217 min read
How to transition from a one-time sale model to a recurring revenue model.
Guides
Following Up Via Email After Sending a Proposal: Best Practices
Nov 09, 20216 min read
Best practices for sending a follow-up email after an initial proposal.
Guides
How To Get The Most Out Of Your Customer Portal
Oct 27, 20214 min read
Here are tips to help you get the most out of your customer portals.
Guides
September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags
Sep 30, 20213 min read
In September, the Portal team focused on improvements to the Billing Module.
What's New
How To Become A Successful Client Manager At An Agency
Sep 28, 20218 min read
Learn what you need to know to be a successful client management professional at a marketing agency.
Guides
How To Grow A Marketing Agency & Make a Meaningful Impact
Sep 22, 20218 min read
Grow your marketing agency so that you can make a meaningful impact on the world.
Guides
Think Outside The Dropbox: Better Alternatives For Small Teams
Sep 20, 20214 min read
Learn about Dropbox alternatives here.
Guides
Effective Tips For Communicating With Clients (No Fluff)
Sep 17, 20216 min read
Here are some tips for communicating effectively with clients.
Guides
User-Friendly Remote Work Software For Small Businesses in 2021
Sep 15, 20218 min read
Here's a simple breakdown of the most user-friendly and useful remote work software on the market.
Guides
The No-Code Movement: Benefits, Best Tools, and Predictions in 2021
Sep 03, 20217 min read
The no-code movement provides a fantastic opportunity for new, fresh ideas to be brought to life.
Guides
August Highlights: Exports & Custom Fields
Aug 31, 20213 min read
In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.
What's New
The 7 Best File Sharing Software of 2021 (What To Look For)
Aug 19, 20219 min read
Learn more about the top 7 file sharing software in 2021.
Guides
Choosing A Help Desk Software: Criteria To Consider in 2021
Aug 18, 20218 min read
Take a look at the features and future of today's help desk software here.
Guides
Recurring Revenue Model Businesses: A Primer
Aug 13, 20217 min read
Businesses have started tapping into recurring revenue streams, as renewable subscriptions are becoming increasingly popular for both consumers and businesses alike. Subscription businesses benefit from more predictable revenues and cash flow. Similarly, customers have started to invest in products as a service that come with an ability to invest month-to-month rather than locking into a long-term contract or paying a high upfront cost. Many sectors are picking up this business model, from cars
Guides
Starting A Virtual Accounting Firm: An Easy To Follow Guide
Aug 10, 20219 min read
You’ve decided to take the leap and start your own virtual accounting firm. That’s great, but where do you begin? Learn the basics here.
Guides
6 Reasons to Start Using Client Portal Software
Aug 03, 20213 min read
Learn how your business can benefit from client portal software.
Guides
How to (Respectfully) Fire a Client in Seven Easy Steps
Jul 15, 20216 min read
Not every client is a good fit. Here's how to fire a client politely without burning a bridge.
Guides
June Highlights: Custom Fields, CRM Filters, and Company Management
Jul 14, 20211 min read
In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).
What's New
How To Set Up A Home Or Remote Office
Jul 06, 202111 min read
Everything You Need To Know
Guides
6 Things You Should Know Before Starting a Virtual Law Firm
Jun 16, 20217 min read
Here are six useful tips for starting a virtual law firm.
Guides
The Best Electronic Signature Software in 2021
Jun 04, 20217 min read
Not all eSignature software is created equal. Here are our top picks in 2021.
Guides
Why Client Retention is Essential
Jun 04, 20216 min read
Few businesses know how to keep their most loyal customers. Here are some tips to help you do so.
Guides
The Ultimate Onboarding Guide for New Clients (With Simple Steps)
May 19, 20217 min read
In this guide, we'll cover onboarding best practices and break the process down into actionable steps.
Guides
Client Intake Form Best Practices + Free Templates
May 14, 20216 min read
Read on to learn how to create a new form that asks the right questions to the right clients to get the results you want.
Guides
April Highlights: Billing 2.0 and lots of improvements
May 10, 20212 min read
In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.
What's New
Best Invoicing Software for Your Business in 2023
Apr 23, 20217 min read
We're going to discuss our top 7 picks for invoicing software and the features to look for when comparing invoicing software options.
Guides
Simplify Your Life With Client Management Software
Apr 21, 20217 min read
What exactly does creating a client management system entail? And why is it so crucial to get it right? Read on to find out.
Guides
What is a Client Portal for Accounting Firms?
Apr 15, 20214 min read
Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.
Guides
How to Choose a Secure File Sharing Service
Apr 10, 20215 min read
Learn how secure file sharing works and how to choose a secure service.
Guides
The True Value of Electronic Signatures (eSignatures)
Apr 10, 20216 min read
Are you on the fence about using e-signatures, and want to be sure that they’re a safe, hassle-free option?
Guides
March Highlights: Client assignment, Help center, and Link sharing
Mar 11, 20212 min read
In March the Portal team shipped client assignment, a help center, link sharing, and more.
What's New
February Highlights: Intake forms & Google Analytics
Feb 28, 20213 min read
In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.
What's New
January Highlights: eSignatures module & Module management
Jan 31, 20213 min read
In January the Portal team shipped a comprehensive eSignatures solution. Unlike most eSignature products, our offering is tightly integrated with the rest of your portal. That means clients can now message you, share files with you, pay, and sign documents, all from one unified place.
What's New
December Highlights: Infrastructure month
Dec 31, 20203 min read
In December the Portal team focused on infrastructure and performance. We shipped better domain management, made cross-product improvement to make the product work in real-time, and improved our notification infrastructure.
What's New
Virtual Law Firms: What are the benefits?
Dec 07, 20204 min read
In the age of Covid, virtual law firms are taking off. Learn about what they are, what benefits they have, and what technologies you should adopt.
Guides
Virtual Accounting Firms: What are they and how do you start one?
Nov 10, 20205 min read
Virtual accounting firms are the hot new trend in the accounting world. They run leaner, have better growth channels, and the tools available to them get better every year.
Guides
The Best Professional Services Software For 2021
Nov 09, 20204 min read
Learn about the best professional services software to prepare your business for 2021.
Guides
Why you should set up a billing customer portal
Nov 08, 20206 min read
Giving your clients access to a billing portal can save you time, increase revenues, and improve client relationships.
Guides
What is the best WordPress client portal plugin?
Nov 06, 20206 min read
With a WordPress client portal plugin, you give clients the ability to log in, pay you, message you, share files with you, and more.
Guides
What is client portal software?
Oct 31, 20204 min read
Client portal software helps professional service firms manage their clients and grow their business. Learn how client portals work and how to set one up.
Guides
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