White-label client portals made easy
Impress clients with a modern customer experience that streamlines onboarding, communication, and payments in your own branded client portal.
based on 1,000+ reviews
10,000+ Customer portals created | 1,000,000+ Clients served | 1st place G2 client portal category | 200+ 5 star reviews in G2 |
Give your clients a one-stop shop experience
Copilot’s client portal software let you offer a delightful, integrated customer experience, with instant chat messaging, file sharing, eSignature contracts, invoicing, and more — managed in one place.
Streamline your client onboarding
Quickly set up an onboarding experience that walks clients through a clear task checklist —from submitting forms, signing contracts, to paying the first invoice — so nothing falls through the cracks.
Integrate with tools you already use
Embed services you already use with clients, from dashboard visualization tools to task management apps, and consolidate your client experience into one place.
Project management
Embed grid and kanban views from tools like Airtable and ClickUp to show clients how projects are progressing.
Scheduling
Add tools like Calendly and Cal.com to simplify client bookings directly through your preferred scheduling platform.
Data Visualization
Embed tools like Looker Studio and PowerBI to give clients interactive dashboards for performance insights.
Amplify your brand
Provide clients with an elevated, white-labeled, and professional experience with client-facing software that perfectly reflects your brand.
Theme customization
Customize your brand assets, typography, colors, and authentication experience.
Customize your brand assets, typography, colors, and authentication experience.
App and sidebar customization
Manage the order and visibility of tools you share with clients.
Custom domain and email domain
Maintain brand consistency with a custom subdomain for your portal on your site.
Don’t force clients to remember another password or fumble with links. Copilot cuts the friction with passwordless authentication and lets clients reply by email, so they never have to log in just to connect with you.
Google SSO & Magic links
Once you create a client, you can instantly send invoices, forms, contracts, and more, allowing clients to complete actions seamlessly without a password.
Reply via eMail
Segment your customers and give each segment a unique experience, from which apps they see, to what automations they trigger, and beyond.
Control what clients see with custom permissions
Dynamically control which apps each client can access — so you can offer different service tiers with zero hassle.
Whether you need a Squarespace client portal, Webflow client portal, Wix client portal, or WordPress client portal, Copilot makes setup simple: just add a link from your site to your Copilot portal, and you’re good to go.
Log in and Sign up
After you set up your Copilot client portal, simply link it to your existing website with any simple button. Clients can create accounts themselves through direct sign-up or authentication with Google.
Don’t take our word for it
Thousands of businesses of all sizes say that Copilot lets them streamline internal operations, impress clients with modern software, save time with automations, and save money by consolidating their different software tools.
A modern, fast and intuitive tool to engage with clients and get work done. You can get up and running so quickly, and then it gets out of the way so you can get your work done. It feels like a natural extension of our brand and business already.
Frequently asked questions
A client portal is a secure, online hub where businesses and their customers can communicate, share files, manage billing, and collaborate in real-time. Instead of using email, file-sharing, and various payment softwares, a client portal centralizes client communication into a single, branded environment—improving client experience, boosting efficiency, and ensuring data security. Copilot’s client portal software offers a comprehensive client experience and integrates seamlessly with your website and existing workflows.
When selecting client portal software, look for features that enhance security, user experience, and business efficiency. Key features to prioritize include:
- Secure messaging and file sharing
- Custom branding and white-labeling
- Integrated billing and e-signatures
- Client onboarding workflows
- Automations and integrations
- Mobile accessibility Copilot offers all of the above in a beautifully designed, all-in-one platform built for modern client experiences.
Copilot stands out by offering a fully customizable, no-code client portal that combines sleek design with powerful functionality. Unlike generic portals, Copilot includes: • White-labeled branding, including custom domains and colors • Modular apps like messaging, billing, forms, and help desks • Seamless integrations with tools like Stripe, Zapier, and Airtable • Enterprise-grade security, including SOC 2 compliance and optional HIPAA compliance Copilot is built to elevate your client experience and scale with your business.
Yes, Copilot offers complete white-labeling options on Advanced and Professional plans. You can customize your client portal with your own logo, brand colors, and domain (e.g., portal.yourcompany.com), creating a fully branded experience that feels like an extension of your business. White-labeling enhances professionalism and builds trust with your clients.
Yes, Copilot is a true no-code client portal platform. You don’t need any technical expertise or programming skills to set up, customize, or manage your portal. With an intuitive drag-and-drop interface and pre-built apps, you can launch a branded client experience in minutes—no developers needed.
Yes, Copilot’s client portal software offers enterprise-level data privacy and security for your client communications. Our platform is compliant with HIPAA, SOC 2, CCPA, and GDPR. For up to date reports on Copilot security compliance, visit our Trust Center.
Yes, Copilot offers a HIPAA-compliant client portal option for organizations handling sensitive health data. With robust security infrastructure, audit controls, and custom administrative permissions, Copilot helps you meet HIPAA requirements while maintaining a user-friendly experience for your clients. For up-to-date proof of our compliance, visit our Trust Center.
More than just a client portal
Automate your entire client journey with powerful tools included at no extra cost — subscription billing, digital contracts and eSignatures, custom intake forms, and more.
Invoicing
Create invoices for your clients to pay via credit card or ACH.
Subscriptions
Automate recurring payments and billing cycles for predictable revenue
Contracts
Send professional agreements with built-in eSignatures for faster approvals.
Forms
Create custom intake forms to collect and organize client information efficiently.
Tasks
Manage tasks seamlessly across your team and clients in one place
File-sharing
Share files and documents securely with easy client access and permissions.
Messaging
Communicate with clients through secure, centralized channels
CRM
Manage client relationships and track every interaction in one hub.
Automations
Save time with custom workflows that handle routine tasks automatically.
Professional client portal software for modern businesses
