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

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)

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.

Everything we learned about doing an off-site in a far-away place with a team of 15.

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

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

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

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

In September, the Portal team focused on improvements to the Billing Module.

In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.

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).

In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.

In March the Portal team shipped client assignment, a help center, link sharing, and more.

In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.

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.

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.

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.

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.