- 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 agency.
Differentiate your marketing agency with 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.
Carlos Williams, founder of marketing firm DBC, shares how Copilot’s client portal infrastructure is powering his new personalized data-driven marketing service for clients like Spotify and Bank of America—without compromising on security.
Years experience
Assets generated
Satisfied clients
Your customers deserve a modern client experience
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
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.
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.
Notifications
Streamlined and branded notifications for clients in your portal and via email.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
