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Introducing Copilot 1.0 and Announcing our Series A

Jan 19, 2023
  • 3 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

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    Copilot Winter Release

    Jan 19, 2023
  • 2 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)

    Announcements

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    How to Start Freelance Marketing and Sign Your First Client

    Feb 07, 2023
  • 18 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
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    How To Create an Effective Value-based Pricing Strategy

    Nov 02, 2022
  • 4 min read
  • Learn how to create an effective value-based pricing strategy to generate more revenue from your productized services.
    Guides
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    How to get referrals from clients (with expert tips)

    Nov 02, 2022
  • 7 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
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    Value-Based Pricing: What It Is and When to Do It

    Oct 17, 2022
  • 6 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
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    5 Client Communication Best Practices for Small Agencies

    Sep 18, 2022
  • 6 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
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    How to Hold an Effective International Off-site as a Series A Startup

    Sep 03, 2022
  • 6 min read
  • Everything we learned about doing an off-site in a far-away place with a team of 15.
    Company Building
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    Why I Joined Portal to Lead Sales

    Aug 22, 2022
  • 4 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!
    AnnouncementsCompany Building
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    What Is a Knowledge Base? Everything You need to Know

    Jul 29, 2022
  • 8 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
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    Client Management: 7 Practical Tips for Winning and Retaining Clients

    Jul 21, 2022
  • 7 min read
  • Learn practical tips to help you improve client management from 7 business experts.
    Guides
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    Why Is a Knowledge Base Important for Productized Agencies?

    Jul 21, 2022
  • 4 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
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    How to Write a Knowledge Base Article Your Customers Will Love

    Jun 21, 2022
  • 6 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
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    13 Questions You Should Include in Your Client Onboarding Questionnaire (+Free Template)

    Jun 10, 2022
  • 6 min read
  • Here's a simple client onboarding questionnaire you can use to set new clients up for success.
    Guides
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    15 Questions To Ask Clients Before Signing a Contract

    Jun 09, 2022
  • 6 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
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    Copilot Is Now HIPAA Compliant

    Apr 28, 2022
  • 2 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
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    Copilot Is Now SOC 2 Compliant

    Apr 25, 2022
  • 2 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
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    How To Collect Money From Clients Who Won't Pay

    Apr 13, 2022
  • 7 min read
  • Looking to recover debt from non-paying clients? In this article, we'll show you six ways to efficiently collect past-due invoices.
    Guides
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    9 Best Client Management Systems for Small-sized Agencies

    Apr 04, 2022
  • 8 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
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    The Client Communication Manifesto: 6 Simple Rules to Live By

    Mar 29, 2022
  • 5 min read
  • In this article, we share six simple rule that can help you improve client communication, and boost your agency's performance.
    Guides
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    4 Ways to Improve Your Client Collaboration

    Mar 17, 2022
  • 5 min read
  • In this article, we will share four tips to help you boost client collaboration for your agency.
    Guides
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    How Portal Helps You Improve Client Retention

    Mar 04, 2022
  • 4 min read
  • In this article, we'll show you how Portal can improve client retention for your agency.
    Guides
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    Why a Client Collaboration Portal Is Key to Running a Productized Services Business

    Feb 12, 2022
  • 4 min read
  • In this article, we'll discuss the benefits of a client collaboration portal for productized services businesses.
    Guides
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    The Top 5 Software Picks for Effectively Managing Your Clients

    Jan 12, 2022
  • 6 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
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    How to Collect Online Credit Card Payments

    Jan 11, 2022
  • 8 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
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    What is a Project Implementation Plan + Templates

    Jan 11, 2022
  • 7 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
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    What Is A Project Execution Plan And How To Write One

    Dec 10, 2021
  • 6 min read
  • Learn the basic elements of a project execution plan also called a PEP.
    Guides
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    The Clear Rules of Request Meeting Emails: Getting a Response

    Dec 06, 2021
  • 9 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
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    Tips For Writing Payment Reminder Emails (And Getting Paid)

    Dec 03, 2021
  • 7 min read
  • Read our tips for writing an email that reminds a client to pay a bill.
    Guides
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    Introducing Knowledge Base 2.0

    Dec 01, 2021
  • 2 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
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    How To Analyze Metrics To Reduce Customer Support Time

    Nov 30, 2021
  • 9 min read
  • Learn metrics to monitor and tips to improve customer support.
    Guides
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    How to Transition to a Recurring Revenue Business Model: ABCs

    Nov 10, 2021
  • 7 min read
  • How to transition from a one-time sale model to a recurring revenue model.
    Guides
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    Following Up Via Email After Sending a Proposal: Best Practices

    Nov 09, 2021
  • 6 min read
  • Best practices for sending a follow-up email after an initial proposal.
    Guides
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    Why And How You Should Productize Your Services Business

    Oct 29, 2021
  • 8 min read
  • Learn the benefits of productization and how to productize your services business here.
    Guides
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    How To Get The Most Out Of Your Customer Portal

    Oct 27, 2021
  • 4 min read
  • Here are tips to help you get the most out of your customer portals.
    Guides
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    September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags

    Sep 30, 2021
  • 3 min read
  • In September, the Portal team focused on improvements to the Billing Module.
    What's New
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    How To Become A Successful Client Manager At An Agency

    Sep 28, 2021
  • 8 min read
  • Learn what you need to know to be a successful client management professional at a marketing agency.
    Guides
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    How To Grow A Marketing Agency & Make a Meaningful Impact

    Sep 22, 2021
  • 8 min read
  • Grow your marketing agency so that you can make a meaningful impact on the world.
    Guides
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    Think Outside The Dropbox: Better Alternatives For Small Teams

    Sep 20, 2021
  • 4 min read
  • Learn about Dropbox alternatives here.
    Guides
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    Effective Tips For Communicating With Clients (No Fluff)

    Sep 17, 2021
  • 6 min read
  • Here are some tips for communicating effectively with clients.
    Guides
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    User-Friendly Remote Work Software For Small Businesses in 2021

    Sep 15, 2021
  • 8 min read
  • Here's a simple breakdown of the most user-friendly and useful remote work software on the market.
    Guides
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    The No-Code Movement: Benefits, Best Tools, and Predictions in 2021

    Sep 03, 2021
  • 7 min read
  • The no-code movement provides a fantastic opportunity for new, fresh ideas to be brought to life.
    Guides
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    August Highlights: Exports & Custom Fields

    Aug 31, 2021
  • 3 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
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    The 7 Best File Sharing Software of 2021 (What To Look For)

    Aug 19, 2021
  • 9 min read
  • Learn more about the top 7 file sharing software in 2021.
    Guides
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    Choosing A Help Desk Software: Criteria To Consider in 2021

    Aug 18, 2021
  • 8 min read
  • Take a look at the features and future of today's help desk software here.
    Guides
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    Recurring Revenue Model Businesses: A Primer

    Aug 13, 2021
  • 7 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
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    Starting A Virtual Accounting Firm: An Easy To Follow Guide

    Aug 10, 2021
  • 9 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
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    6 Reasons to Start Using Client Portal Software

    Aug 03, 2021
  • 3 min read
  • Learn how your business can benefit from client portal software.
    Guides
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    Tips For Customizing Your White Label Client Portal

    Jul 29, 2021
  • 5 min read
  • Customizing the look, feel, and functionality of your white label client portal.
    Guides
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    7 Strategies To Deal With Difficult Clients (Without Being Insulting)

    Jul 27, 2021
  • 6 min read
  • A list of recommendations to prevent sticky client situations
    Guides
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    How to (Respectfully) Fire a Client in Seven Easy Steps

    Jul 15, 2021
  • 6 min read
  • Not every client is a good fit. Here's how to fire a client politely without burning a bridge.
    Guides
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    June Highlights: Custom Fields, CRM Filters, and Company Management

    Jul 14, 2021
  • 1 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
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    How To Set Up A Home Or Remote Office

    Jul 06, 2021
  • 11 min read
  • Everything You Need To Know
    Guides
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    6 Things You Should Know Before Starting a Virtual Law Firm

    Jun 16, 2021
  • 7 min read
  • Here are six useful tips for starting a virtual law firm.
    Guides
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    The Best Electronic Signature Software in 2021

    Jun 04, 2021
  • 7 min read
  • Not all eSignature software is created equal. Here are our top picks in 2021.
    Guides
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    Why Client Retention is Essential

    Jun 04, 2021
  • 6 min read
  • Few businesses know how to keep their most loyal customers. Here are some tips to help you do so.
    Guides
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    The Ultimate Onboarding Guide for New Clients (With Simple Steps)

    May 19, 2021
  • 7 min read
  • In this guide, we'll cover onboarding best practices and break the process down into actionable steps.
    Guides
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    Client Intake Form Best Practices + Free Templates

    May 14, 2021
  • 6 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
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    April Highlights: Billing 2.0 and lots of improvements

    May 10, 2021
  • 2 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
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    Best Invoicing Software for Your Business in 2021

    Apr 23, 2021
  • 7 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
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    Simplify Your Life With Client Management Software

    Apr 21, 2021
  • 7 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
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    What is a Client Portal for Accounting Firms?

    Apr 15, 2021
  • 4 min read
  • Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.
    Guides
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    How to Choose a Secure File Sharing Service

    Apr 10, 2021
  • 5 min read
  • Learn how secure file sharing works and how to choose a secure service.
    Guides
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    The True Value of Electronic Signatures (eSignatures)

    Apr 10, 2021
  • 6 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
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    March Highlights: Client assignment, Help center, and Link sharing

    Mar 11, 2021
  • 2 min read
  • In March the Portal team shipped client assignment, a help center, link sharing, and more.
    What's New
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    February Highlights: Intake forms & Google Analytics

    Feb 28, 2021
  • 3 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
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    January Highlights: eSignatures module & Module management

    Jan 31, 2021
  • 3 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
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    December Highlights: Infrastructure month

    Dec 31, 2020
  • 3 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
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    Virtual Law Firms: What are the benefits?

    Dec 07, 2020
  • 4 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
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    How to Ask for Client Referrals Without Seeming Pushy

    Nov 18, 2020
  • 7 min read
  • It's no secret that your next best opportunity comes from referrals, colleagues, or other personal recommendations.
    Guides
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    Virtual Accounting Firms: What are they and how do you start one?

    Nov 10, 2020
  • 5 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
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    The Best Professional Services Software For 2021

    Nov 09, 2020
  • 4 min read
  • Learn about the best professional services software to prepare your business for 2021.
    Guides
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    Why you should set up a billing customer portal

    Nov 08, 2020
  • 6 min read
  • Giving your clients access to a billing portal can save you time, increase revenues, and improve client relationships.
    Guides
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    What is the best WordPress client portal plugin?

    Nov 06, 2020
  • 6 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
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    What is client portal software?

    Oct 31, 2020
  • 4 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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