Make it easy to share files with clients, stay organized with folders, and get contracts signed with eSignature requests.
Powerful out-of-the box functionality, ready to go
Provide clients a uniform experience with on-brand design, combined in-product notifications, and consistent email notifications. And with modularity built-in, start with just one App, and add more when the time is right.
Seamlessly let your team and clients share files and links, and organize them with folders. A modern drag-and-drop experience on desktop and mobile makes staying organized a breeze.
Give your team all the tools it needs for file-sharing, eSignatures, and more
File notifications to clients are intelligently grouped and only sent when needed.
Share files with clients, groups of clients, or everyone associated with a company.
Automatically create folders or upload files with Zapier or our API.
Never worry about losing files with continuous automatic backup to AWS.
"Copilot is the ultimate sidekick for Trulytell - it lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "