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

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.

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

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

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