Copilot

Modernize your business with a streamlined client portal

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

Copilot

Launch date
Productized Services Store
Productized Services Store Shopify-style stores for professional service firms

Launched on June 24th, 2025

Copilot Tasks App
Copilot Tasks App The modern client portal, now with task management

Launched on October 24th, 2024

Copilot App Store Our Client Portal now has an App Store

Launched on March 28th, 2024

Copilot Contracts App Prepare, sign, send, and manage eSignature contracts

Launched on January 19th, 2024

Copilot Automations Run your service business on autopilot

Launched on June 14th, 2023

Copilot Modernize your business with a streamlined client portal

Launched on January 19th, 2023