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)

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!

Portal is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.

Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.