- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Create clients in Copilot from new Jotform submissions
This automation is useful for efficient client onboarding. By creating clients in Copilot from new Jotform submissions, you automate the process of converting form respondents into managed clients. It eliminates manual data entry, increases data accuracy, and accelerates your client acquisition process, thereby boosting your productivity.
