
The stack that powers modern service businesses
Mar 11, 20257 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

What is a Client Portal and what features to look for?
Aug 09, 20234 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

How to Create a Client Portal in WordPress
May 31, 20236 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

How to Ask for a Referral From a Client (+ Best Templates)
Feb 22, 20237 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

What Are Customer Billing Portals and Why You Need Them
Nov 17, 20216 min read min read
Giving your clients access to a billing portal can save you time, increase revenues, and improve client relationships.
Guides