Copilot

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Copilot is a customizable client portal designed for modern service businesses, offering a unified platform to streamline client interactions, onboarding, and service delivery. The platform enables businesses to impress clients with a branded, secure, and seamless experience on both web and mobile. Copilot serves a variety of industries, including accounting firms, marketing agencies, startups, consulting firms, law firms, real estate, and freelancers. It consolidates essential tools like CRM, messaging, billing, file-sharing, contracts, and forms into one platform, reducing the need for multiple software solutions. Copilot also integrates with popular apps like Airtable, Calendly, and Google Docs, and offers automation capabilities to save time and reduce errors. The platform is built for flexibility, allowing businesses to start with basic features and expand as needed. With enterprise-grade security, including SOC2 and HIPAA compliance, Copilot ensures data protection while providing a modern, efficient client portal solution.