
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

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 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

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

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

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
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
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
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

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

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