Run a modern, tech-enabled law firm.

Differentiate your law firm with a secure portal that gives your clients a one-stop shop to upload files, sign contracts, send messages, access dashboards, and more.

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Your customers deserve a modern client experience

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Security

Protect sensitive client information. SOC2 and HIPAA reports are available.

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All-in-one

Impress clients with a seamless all-in-one experience on web and mobile.

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Branding

Provide a premium experience by customizing your portal with your brand assets.

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Automations

Save time, work more efficiently, and reduce the risk of manual errors.

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Partner Apps

Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.

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Custom Apps

Build your own Custom Apps that seamlessly integrate with the rest of the platform.

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Integrations

Connect your accounting software, sales CRM, or another supported product.

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Notifications

Streamlined and branded notifications for clients in your portal and via email.

Explore the client experience.

If you’d like to see what the user experience can be like for your clients, you can create a client account in a demo portal we have set up. We’ve customized this demo portal to highlight some of the features that are most relevant.

eSignatures

Let clients sign contracts directly in your portal.

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"Copilot lets our 10-person immigration law firm run more efficiently. Using the automation features, we are able to save over 120hrs per week and completely streamline client onboarding."

Generic - Law firms

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