Copilot

Copilot is a versatile client portal that enhances client communication and operational efficiency for modern service-oriented businesses such as accounting firms, marketing agencies, and consulting firms. The platform offers a variety of features to streamline operations and improve service delivery, including secure messaging, file sharing, contract management, and billing. Businesses can start with a single application and expand their use as needed. Copilot's App Store facilitates the integration of third-party applications, providing businesses with additional functionalities tailored to their specific needs.
Key functionalities include:
- Secure Messaging: Facilitate safe and private communication between clients and service providers.
- File Sharing: Easily share documents and files in a centralized location.
- Contract Management: Manage contracts with clients, including eSignature solutions for added convenience.
- Billing: Streamline invoicing and payment processes, improving cash flow.
- Integration Options: Connect with existing tools and applications through integrations with platforms like Zapier and Make.
These features aim to elevate the client experience and consolidate technology stacks, ensuring businesses can focus on delivering quality services to their clients. Trusted by over 1,000 businesses and with a user base exceeding 1 million clients, Copilot is built for flexibility and scalability.
For more information, visit the Copilot website.