With Copilot, service businesses can set up a client portal, enabling clients to send messages, make payments, upload files, sign contracts, submit forms, and access custom apps — all from one unified place.

Professional services firms can apply eCommerce strategies to package their services as “shoppable” products and subscriptions. Clients can browse, pay upfront, and get onboarded automatically — all through a modern client portal.

Copilot is the modern all-in-one client portal for service businesses. With our new Contracts App you can create reusable contract templates, assign them to clients, and track submissions and requests in a consolidated view.