- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Run a modern, tech-enabled consulting firm.
Differentiate your consulting firm with a white-label portal that gives your clients a one-stop shop to access dashboards, submit tickets, send messages, make payments, and more.
Explore the client experience.
If you’d like to see what the user experience can be like for your clients, you can create a client account in a demo portal we have set up. We’ve customized this demo portal to highlight some of the features that are most relevant.
Manage projects
Connect apps like Airtable, ClickUp, and Monday to share project statuses and streamline the communication between you and your clients.
Kody Foringer and Robert Prochnow transformed how they deliver fractional executive leadership services by building automated, secure portals for customers with Copilot’s client portal software — saving everyone up to 90% of manual labor time.
Time back
Weekly hours saved
Automations triggered
Your customers deserve a modern client experience
Branding
Provide a premium experience by customizing your portal with your brand assets.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Partner Apps
Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.
Integrations
Connect your accounting software, sales CRM, or another supported product.
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
Notifications
Streamlined and branded notifications for clients in your portal and via email.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
Professional client portal software for modern businesses
