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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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    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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    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