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)

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.