Introducing Stores: Shopify-like stores for professional services

We’re excited to announce Copilot Store — the latest addition to our all-in-one client management and client portal platform. Now you can create a Shopify-like storefront with recurring subscription plans and one-off services, making it easy for new leads and existing clients to pay.

We’re building Shopify for Professional Services

Whether you’re an accounting firm looking for new clients after tax season, a private practice law firm building out your legal consultation offerings, or a marketing agency trying to differentiate yourself from the crowd, Copilot lets you customize your offerings and makes billing and checkout easy.

Take advantage of the best aspects of eCommerce platforms — easy checkout options, upfront payments, online storefronts — and put them to work for your service business.

Deliver experiences that delight your clients

Copilot Store was specifically designed for professional service firms where the client experience doesn’t stop at the checkout page. Post-purchase, clients are taken to your client portal so they can immediately start working with you.

Fully automated onboarding

With our in-product automation builder, you can set up workflows to make the client onboarding journey easy for everyone. For example, you can set up a workflow where clients that just made their first store purchase are prompted to fill out a new client onboarding form.

Different apps for every type of client

Your clients’ experience can be as custom as their needs. With our modular app platform, you can decide exactly what features are available in your client portal. For some clients, that may mean secure messaging and file-sharing, and for others it could mean intake forms and tasks.

Set up your Copilot Store

After your create your Copilot workspace, start by customizing your client portal with your brand assets and color scheme. Next, connect your preferred payout method to get paid.

After the basics are done, make sure you have the Billing App enabled and start creating your reusable products — both one-time purchases and recurring plans.

With products created, you can then navigate to the Store tab in the Billing App and start setting up your custom storefront. Check out this interactive walkthrough to follow along:

Start productizing your services today

Thousands of tech-savvy businesses are growing by productizing their services — turning custom work into clear packages with transparent pricing. Store makes it easy for you to join them.

Launch your own digital storefront in minutes and:

🛍️ Showcase services in a sleek, self-serve experience for new and existing clients

🛒 Offer up to 4 recurring plans and 12 one-time packages

💸 Onboard and manage clients post-checkout in your branded client portal

If you want to take your service business to the next level, start a 14-day full-access free trial with Copilot today.