Copilot

Copilot is the modern client portal designed to help services businesses start, run, and grow. With built-in support for messaging, payments, file-sharing, and help centers, a comprehensive API for automations and Custom Apps, and extensive support for customizations and white-labeling, Copilot is the complete platform for services businesses. Thousands of tech-enabled services businesses operating across technology, marketing, financial services, legal, and other industries run on Copilot to provide clients a branded, streamlined, and delightful experience on mobile and web.

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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.‍

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Go even further with Partner Apps.

Streamline the client experience even more by connecting products you already use and surface them in the client experience — Calendly for scheduling, Airtable project trackers, Google Data Studio dashboards, and thousands more.

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Automate your firm.

Automate workflows inside your portal and connect external tools as well. For example, for new clients assign an onboarding form, send out a customized welcome message, set up a default folder structure, and create a lead in Salesforce. Use Zapier for easy setup or our API for full control.