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The stack that powers modern service businesses

Mar 11, 2025
  • 7 min read min read
  • 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
    Inside Copilot
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    What is a Client Portal and what features to look for?

    Aug 09, 2023
  • 4 min read min read
  • 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.
    Guides
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    How to Create a Client Portal in WordPress

    May 31, 2023
  • 6 min read min read
  • Discover the best client portal platforms and learn how to create a secure white-label client portal and integrate it with your WordPress website.
    Guides
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    How to Ask for a Referral From a Client (+ Best Templates)

    Feb 22, 2023
  • 7 min read min read
  • Some of the best clients come from personal recommendations. Learn how to ask for client referrals and discover email referral templates you can use.
    Guides
    blog

    What Are Customer Billing Portals and Why You Need Them

    Nov 17, 2021
  • 6 min read min read
  • Giving your clients access to a billing portal can save you time, increase revenues, and improve client relationships.
    Guides