- 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
Update clients in Copilot from new Jotform submissions
This automation ensures your client data in Copilot is always current. By updating clients from new Jotform submissions, it automates the process of keeping client information accurate and up-to-date. This minimizes manual data entry errors, enhances data accuracy, and improves the efficiency of your client management system.
