Looking for the best Hubflo alternatives? Discover our top 10 picks to start, run, and grow your service-based business.

With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.

Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients. Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support. T

Background Copilot helps professional service businesses manage clients and communication in one place. Messaging, file sharing, contracts, and billing all happen in a single, unified experience that makes life easier for businesses and provides a seamless experience for their clients. At the core of this is a customizable client portal that businesses can tweak it to fit their needs and even extend it with apps and integrations. On the surface, a client portal might seem pretty simple, but bu

Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.

Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite. Freeform Automations Automations help you save time, minimize tedious work, and reduce human error. Now, with this release, they’re getting more powerful. Start From Scratch Go to Automations in the sidebar and pick Sta

Learn how to productize a service, make your revenue more predictable, and get the benefits that come with scaling your service-based business.

Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.

Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.

At Copilot, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools. Manage tasks with the Tasks App With the Tasks App we’re taking our first steps into the world of task and project management. You can now create tasks and assign them to internal users, clients, and companies. Filters at the top and search make it

Looking for a better CoordinateHQ alternative? Check out our list of the top 10 picks, along with their detailed reviews, benefits, and pricing.

Looking for the best task management software? Discover our top 10 picks to start, run, and grow your service-based business.

Secured your first client? Whether you are a small business owner or an entrepreneur, here’s how you can easily write a contract step by step.

Learn how to create a HIPAA-compliant, secure, and user-friendly client portal in just five steps.

An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.

An expert overview of the 5 pricing templates for bookkeeping that you can start using today to showcase the value of your services and get paid.

Learn 5 expert tips on how to collect payments online. Ideal for freelancers, small business owners, and anyone seeking to get paid on time.

With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g. access to the Calendly App) and message you (e.g. access to our Messages App). You can also create dynamic onboarding experiences. For example, a new lead may need to sign a contract before they can access other parts of

Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.

At Copilot, we set out almost 4 years ago to build the best software suite for creative and professional service businesses. In the beginning, we focused on the foundation and must-have features like a flexible CRM, payments, messaging, and contract management. But every service business is unique and we learned quickly that there was no way to build everything that our customers wanted fast enough. The only way forward was to build a true platform and developer ecosystem. Today we’re excited

We’re excited to announce the Copilot Winter Release 2023. Watch the video to see a full product walkthrough of new features or read about them below. ⬇️ Contracts App There are dozens of eSignature solutions out there, but we wanted to build something better – something that is tightly integrated with the rest of the Copilot Platform. The Contracts App is just that – it’s the 6th addition to our app marketplace and is joining our Messaging App, Billing App, Files App, Forms App, and Helpdesk

Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.

Here's a simple client onboarding questionnaire template you can use to set new clients up for success.

Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Check out our Make profile here. Why we built Copilot on Make Previously, the only no-code tool available for creating automations we supported was Zapier. In order to give you more flexibility when it comes to automations, we decided to release all ava

Did you know file sharing with clients comes with potential risks? Learn how secure file sharing portals work and how to choose a secure service.

We’re excited to announce the Copilot Fall Release 2023, a collection of features we’re releasing today or shipped over the last few weeks. Log in with Google for clients One of our product principles at Copilot is to remove as much friction as possible for your clients. In line with that, today we rolled out Sign up and Log in with Google and enabled it for clients in all portals. Google authentication works seamlessly for new clients and also for clients that previously set up with an email

Learn how to improve your business with client communication best practices. Master genuine interactions and enhance every client experience.

Many startups build chat capabilities into their products. For example, most marketplace, community, and social products provide users with a way to communicate with one another. At Copilot, we make client portal software, and an important use case for us is to let service businesses communicate with clients and vice versa using our web-based Messaging App. In the first iteration of the service, when users sent messages in our web app, we sent out messaging email notifications to inform recipie

Startups are often founded on a small number of product insights that significantly shape their trajectory. In this post I wanted to share what one of those early insights was for us. TLDR: While most startups prioritize just their immediate customers, we felt that there was an important and under-appreciated opportunity to prioritize our customers’ customers instead. How we came to this realization Copilot wasn’t the first company my cofounder Neil and I started. We’ve done so before, and a

How to transition from a one-time sale model to a recurring revenue business model.

Client portal software helps professional service firms manage their clients and grow their business. Learn how client portals work and how to set one up.

Client retention is arguably the most important thing in business, but few businesses know how to keep their most loyal customers. Here are some tips.

Payment processing can be intimidating for small business owners. Learn how to collect online credit card payments the right way.

In this article, we'll discuss the benefits of a client collaboration portal for productized services businesses.

In this article, we'll show you how Copilot can improve client retention for your agency or firm.

In this article, we'll show you a simple step-by-step process for writing effective knowledge base articles, plus templates you can use.

With so many remote work software tools available, the market can be tough to understand. Here's our list of the most user-friendly ones on the market.

We’re excited to launch Copilot Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and the rundown of new features. Also, don’t forget to join us for a live webinar where our experts will demo Copilot Automations. Why we built Copilot Automations When we first launched Copilot, we set to provide

We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a forms submission. Watch the product walkthrough A more powerful & intuitive design We’ve redesigned the Forms App for both internal and client users. For internal users, when you click into a form you’re now greete

Explore the best help desk software of 2023. Learn how these top picks can transform your customer service experience and streamline workflows.

Discover the best client portal platforms and learn how to create a secure white-label client portal and integrate it with your WordPress website.

Discover the best practices of a proposal follow up email and get a sample of a follow up email you can use after sending a proposal to a client.

Learn about value-based pricing and how to implement it for your business. We'll share real-life examples of how value-based pricing works.

Master the art of communication with our guide on crafting the perfect meeting request email. Explore our effective templates and real-world examples.

Learn how to customize the look, feel, and functionality of your white label client portal so you can create a better user experience for your clients.

Some of the best clients come from personal recommendations. Learn how to ask for client referrals and discover email referral templates you can use.

We asked the experts for the top 15 questions to ask potential clients to ensure they're a good fit for your business. Here's what they said.

Some clients can be a headache. We put together seven ways for how to deal with difficult clients, so you can create great client experience — every time.

We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to send messages, make payments, sign contracts, access custom apps, and more. We’re also thrilled to announce our $10M Series A round (covered by TechCrunch here) which enables us to create the best possible software to

We're excited to share details of the Copilot Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on! A revamped Copilot Admin The new Copilot Admin is out and you can access it by logging in on copilot.app. You'll see a refreshed look, faster loading speeds, improved search, and a better overview of everything important to your business. The client experience (i.e. , your portal)

Learn how to create an effective value-based pricing strategy to generate more revenue from your productized services.

The best way to tap into word-of-mouth marketing is through client referrals. Asking for referrals directly can be anxiety inducing and time consuming, which is why you need to learn how to secure client referrals without asking.

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Everything we learned about doing an off-site in a far-away place with a team of 15.

Now that I’ve been at Portal for over three months (wow time flies!), I’ve had some time to reflect on the journey that led me here. This is why I joined!

A knowledge base is a must-have for productized businesses looking to scale. This article covers all you need to know about how knowledge bases work.

Learn practical tips to help you improve client management from 7 business experts.

If you want to run an efficient productized agency, you need a knowledge base. Learn more about the benefits of knowledge bases for productized businesses.

Copilot is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.

Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.

In this article, we share six simple rule that can help you improve client communication, and boost your agency's performance.

In this article, we will share four tips to help you boost client collaboration for your agency.

Running a small business or managing your customer data as a freelancer is difficult. Often you are trying to save customer profiles in a basic database or within a spreadsheet, both of which aren’t ideal interfaces. The same can be said for contact management software, which can help organize client information but doesn’t always have the email marketing and sales process integration that you may need. Having the right tools to help improve client relationships and be ready for any client enga

At the outset of any large project, project managers have the challenging task of organizing team members and creating a strategic plan for completing project objectives. There are many ways that leaders can help lead employees towards planning a cleaner implementation process, such as well-organized Gantt charts, project execution plans, project management software, and other collaboration tools. While there are many project management tools a project team can use to monitor their progress, on

From 1.0 to 2.0 We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a lot since then and couldn't be more excited about Knowledge base 2.0, our most important update yet. What's new in Knowledge base 2.0 A Powerful New Editor The Knowledge base now comes with a powerful rich text editor that lets yo

Learn metrics to monitor and tips to improve customer support.

Giving your clients access to a billing portal can save you time, increase revenues, and improve client relationships.

Here are tips to help you get the most out of your customer portals.

In September, the Portal team focused on improvements to the Billing Module.

Learn what you need to know to be a successful client management professional at a marketing agency.

Grow your marketing agency so that you can make a meaningful impact on the world.

Learn about Dropbox alternatives here.

The no-code movement provides a fantastic opportunity for new, fresh ideas to be brought to life.

In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.

Businesses have started tapping into recurring revenue streams, as renewable subscriptions are becoming increasingly popular for both consumers and businesses alike. Subscription businesses benefit from more predictable revenues and cash flow. Similarly, customers have started to invest in products as a service that come with an ability to invest month-to-month rather than locking into a long-term contract or paying a high upfront cost. Many sectors are picking up this business model, from cars

Learn how your business can benefit from client portal software.

Not every client is a good fit. Here's how to fire a client politely without burning a bridge.

In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).

Everything You Need To Know

Here are six useful tips for starting a virtual law firm.

In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.

Are you on the fence about using e-signatures, and want to be sure that they’re a safe, hassle-free option?

In March the Portal team shipped client assignment, a help center, link sharing, and more.

In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.

In January the Portal team shipped a comprehensive eSignatures solution. Unlike most eSignature products, our offering is tightly integrated with the rest of your portal. That means clients can now message you, share files with you, pay, and sign documents, all from one unified place.

In December the Portal team focused on infrastructure and performance. We shipped better domain management, made cross-product improvement to make the product work in real-time, and improved our notification infrastructure.

In the age of Covid, virtual law firms are taking off. Learn about what they are, what benefits they have, and what technologies you should adopt.