- 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
Find or create folders and files in Google Drive when new files are uploaded for a client in Copilot
This automation promotes seamless data synchronization between Copilot and Google Drive. When a new file is uploaded for a client in Copilot, it either finds an existing folder or creates a new one in Google Drive. This ensures your client files are consistently mirrored and accessible across both platforms, improving your document management.
