{"id":1414,"date":"2023-02-07T21:57:57","date_gmt":"2023-02-07T20:57:57","guid":{"rendered":"https:\/\/www.scalarly.com\/startup-stack\/?p=1414"},"modified":"2026-07-31T12:15:37","modified_gmt":"2026-07-31T10:15:37","slug":"copilot-modernize-your-business-with-a-streamlined-client-portal","status":"publish","type":"post","link":"https:\/\/www.scalarly.com\/startup-stack\/copilot-modernize-your-business-with-a-streamlined-client-portal\/","title":{"rendered":"Copilot: Modernize Your Business with a Streamlined Client Portal"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u2696\ufe0f Our Verdict<\/h2>\n\n\n\n<p>Copilot makes it extremely simple to set up a client portal, allowing clients to exchange messages, make payments, share documents, sign agreements, complete forms, and access custom apps all from one location.<\/p>\n\n\n\n<p>Copilot is best used by businesses that are tech-inclined, as it helps them save time and effort to perform all <a href=\"https:\/\/www.copilot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">business-related tasks<\/a>. Additionally, this application is suited for different sectors seeking to provide a good experience for their clients.\u00a0<\/p>\n\n\n\n<p>All in all, it\u2019s a simple, complete, and helpful tool for managing client portals of service businesses.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\ud83d\udc4d Pros<\/td><td>\ud83d\udc4e Cons<\/td><\/tr><tr><td>\ud83d\udc4d Multiple features in one platform<br>\ud83d\udc4d Top notch support<br>\ud83d\udc4d Streamlines internal workflow<br>\ud83d\udc4d Quality experience for clients<\/td><td>\ud83d\udc4e Lacks some vital functionalities in the billing module<br>\ud83d\udc4e Needs more integrations<br>\ud83d\udc4e Paid application<br><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udf1f About Copilot<\/h2>\n\n\n\n<blockquote class=\"twitter-tweet\"><p lang=\"en\" dir=\"ltr\">Today\u2019s the day! \ud83c\udf89 After 2+ years of development, we\u2019re so excited to launch Copilot 1.0 to everyone.<br><br>Copilot is the best way for service businesses to start, run, and grow their business.<a href=\"https:\/\/t.co\/5ATkGM2CAh\">https:\/\/t.co\/5ATkGM2CAh<\/a><\/p>&mdash; Copilot (@copilot) <a href=\"https:\/\/twitter.com\/copilot\/status\/1616105297478815744?ref_src=twsrc%5Etfw\">January 19, 2023<\/a><\/blockquote> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n\n\n\n<p>Copilot is a new client portal aimed at assisting service firms in starting, running, and growing. Copilot is the ultimate tool for service businesses, featuring established support for communication, transactions, file-sharing, and support centers. It also features a rich API for automation systems and Custom Apps. Lastly, it has broad support for modifications and white labeling.<\/p>\n\n\n\n<p>Copilot is used by thousands of tech-enabled service companies in the <a href=\"https:\/\/www.copilot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">technology<\/a>, advertising, financial, legal, and other sectors to give clients a branded, simplified, and enjoyable experience on mobile and the web. Copilot was created in 2020, acquired a $10 million Series A round in 2022, and is based in New York City.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udf81 What\u2019s In It For You?<\/h2>\n\n\n\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/gv1FNIos05g\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n\n\n\n<p>Copilot makes conversing with clients secure and seamless. With this application, you will never miss a message as a client or a provider with comprehensive email updates. With that, this tool is a comprehensive messaging solution for you and your clients. Additionally, it features an on-brand design and combined notifications.&nbsp;<\/p>\n\n\n\n<p>Copilot allows you to create branded <a href=\"https:\/\/www.copilot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">invoices and subscriptions<\/a> for your clients, making it easier to pay, access, and manage billings. Also, this platform enables you to easily share files with clients and stay organized with folders. You can also get contracts signed by requesting e-signatures.\u00a0<\/p>\n\n\n\n<p>With the forms feature of Copilot, you can gather information from your clients by creating and sending customized forms with different question types. Copilot allows you to view every form-related material in one place. Lastly, the helpdesk feature of this app lets you create a help desk or knowledge base with different content.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udda5\ufe0f How Does It Work?<\/h2>\n\n\n\n<ol><li>Click the messages tab in the sidebar. Choose a channel that you want to use to communicate with your clients.&nbsp;<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/iyzQ6XsIBZpq2q6xTKvT81XjASkJQMOOs-REjHCXv2sui9npjHrfk6iT-yvtbaDUPGz40Yea0o6H1uS-2LBO0SfCGgD2qEhs5saOW58kT5t7_TUVjZEOFxKKPVLe4Y3n1QWTLq0tNEZga_QvqFXudqE\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"2\"><li>To send a file, click the upload button or drag and drop the attachment that you want to send.&nbsp;<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/I2ijaNfK9sxeTxP4Zlk9TPWGNqzNSomHjGFEg0EIkQydMZk2psBsc9HweagHrOB879pZnqru0nnw__3LTJhW2-iOJQ3rNwbRFy4ypp3ezgzkZyhKUp8AwxXn2jrXG1RXjQkWuQP42byCTAcPCfacae4\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"3\"><li>To use the billing feature, connect your bank account first. Edit the settings according to your requirements.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/aPBVHiotMGC547Zj-hUrmiFqCM0UZTTp8BZG80CQF6xNijC4UBUTtXQ_zr_XQofatM7tIn16H3fyto8VyUGUvAmWgIX9fEe-0eT3fCYx0FtzyUXzgSXtU9iZVkVeKtJ0i5GILgZjds2VGS-Wkbmybj8\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"4\"><li>Click the billing tab to view the invoices and subscriptions.&nbsp;<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/D1oFySD4wmY7UyZwUQvF-dAVC7YFeiFiq0EKpIsjxsRM_0hM-ql0WsBiCeLe3ue1tjqpP6LawMV2SfhCR2eSMx8iTlZRyw-hV2Snc29t1wVM0Af8-TgcxqWwt4IAMArMW2US7nDGtdpOgbG0tG3G_qY\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"5\"><li>Click \u2018new\u2019 to create an invoice. Then, set the specifics.&nbsp;<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/syJjRWLmOzortQ1dIajCu4d7aUhbMxH2rvYwXT2mCfUgL3n1UByTp0uKKhZJW-ZqWO0a12YVlY8QaJ4aiskU0kOWAX6R_tghXQuRIO4PkiBDR3tn75_ypz79UqjAmZz_0e0j0uT8IsjXoUw4aZ8tt9A\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"6\"><li>For sending and viewing files, click on the \u2018Files\u2019 tab on the sidebar.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/2dIJ34KN6YlhaXYLh4IxnwS06vN9538RtHBMb7dXU5qaJro7OVfOp2FaS_LkwKWN1msyY6rPbTkwa1iMoynXUcYvHold4K-U5Kj6O4qQ4g1U44t0rDDKsMtiBVAIfECHv15wRMbeqykGIlyXNaQ-zco\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"7\"><li>Click on a channel, then create a folder or upload files.&nbsp;<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/OV9h8L4cRdJ64z1LX_jnwxFA-ZLjTLPRFdERrB8oI1BNOMe6WKtH_DYNR3J_KrqU_6bcZ9EKr92ZZAY30iCxj9RQWwnIwCZbgNZZDNh-Gs6zDzrYUmVOtEMrg3x_PLfbvlOt5Zd9VwlKNsQc0d2g_04\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"8\"><li>Head to the \u2018Forms\u2019 tab to view the forms. You can send, edit, export, duplicate, or delete each form.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/NXtHU9dsqBtuYFE8MNpOSR_VaZH3_7OGYxiG8OcOuR1sQv4bLJIxFInIAiIiuAYjK9YF_6pEHD65TIDpahYAKNc3shjH0co4QyFG3_4ZSFjx5XnbyuitTnjijr9FLXmqcUigXrlqJrur2tDAVhhGwf0\" alt=\"\"\/><\/figure>\n\n\n\n<ol start=\"9\"><li>Edit your form accordingly.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/XTXKCPJiXg_--A9i9_d9ttmoUWw7fnF31gupGlP6RYRQzgUDcV7VMUDgNuipMCCAv65ng5SkC9nrh4NofgMN1QpN-83QB2-Ai_lwhBX69FAl5WXAMyiPywp9DFRuQ8qTVTNGVuSLeSSNnW9ry6qzBY0\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcb2 Pricing Plans &amp; Support<\/h2>\n\n\n\n<p>Copilot offers comprehensive pricing plans for all your client-related needs.<\/p>\n\n\n\n<figure class=\"wp-block-image is-style-rounded\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/0u5Gk49OEq7PYIE_sMSq37iva62FJHGgEJEh2fCyEwkcH5UgHPsBaNMrzpPlc96MsbicN6W8T9fmz7_jUzWSVes8mFVrzE6tiYkyK4fTjnZFUAIn4llQpKXCBBoPlTH2z9NIFialJs4Ji0H11qaY5RE\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc8e Starter &#8211; $39\/Month<\/h3>\n\n\n\n<p>This helpful plan to run a modern service business is only $39 per month!<\/p>\n\n\n\n<p>\u3030 Up to 100 clients and 10GB of storage<\/p>\n\n\n\n<p>\u3030 Client management and custom fields<\/p>\n\n\n\n<p>\u3030 Customizable branding and color scheme<\/p>\n\n\n\n<p>\u3030 Access to every Copilot App including Messaging, Billing, Files, Forms, and Helpdesk&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc8e Professional &#8211; $89\/Month<\/h3>\n\n\n\n<p>This helpful plan to level up with more clients and more features is only $89 per month!<\/p>\n\n\n\n<p>\u3030 Everything in Starter<\/p>\n\n\n\n<p>\u3030 Up to 2000 clients and 2TB of storage<\/p>\n\n\n\n<p>\u3030 Custom domain and custom email domain<\/p>\n\n\n\n<p>\u3030 Automations, Zapier, and API<\/p>\n\n\n\n<p>\u3030 Support for Partner Apps and Custom Apps&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc8e Advanced &#8211; $139\/month<\/h3>\n\n\n\n<p>This helpful plan to level up further with white labeling is only $139 per month!<\/p>\n\n\n\n<p>\u3030 Everything in Professional<\/p>\n\n\n\n<p>\u3030 Up to 20000 clients and 20TB of storage<\/p>\n\n\n\n<p>\u3030 Remove Copilot branding<\/p>\n\n\n\n<p>\u3030 HIPAA Compliance<\/p>\n\n\n\n<p>\u3030 Dedicated Copilot Expert<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udccd The Competition<\/h2>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/suitedash.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/PjzOUsd_1e3va5_giKJVtaFiBI7uUuIGY0MfCNeEIXYxg4EwyBKp_q3OWwnRkvFzINjRytpwKvgHpGWA4af9cMur3ol4aQY3RvQ1hHfOkg98cuTV2vJ35RpQlMhoZghRHx7CxAc0ZqILpNXIn_ZqYT8\" alt=\"\" width=\"150\" height=\"33\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\ud83d\udc4d Pros<\/td><td>\ud83d\udc4e Cons<\/td><\/tr><tr><td>\ud83d\udc4d Malleable framework, manage every aspect of the business<br>\ud83d\udc4d All-in-one application<br>\ud83d\udc4d Automation features<\/td><td>\ud83d\udc4e Has downtimes<br>\ud83d\udc4e Learning curve<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n<h4 class=\"wp-block-heading\">Modernize Your Business with a Streamlined Client Portal using Copilot!<\/h4>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-color no-border-radius\" href=\"https:\/\/www.copilot.com\/\" style=\"color:#ffffff\" target=\"_blank\" rel=\"noreferrer noopener\">Try Copilot Now!<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u2696\ufe0f Our Verdict Copilot makes it extremely simple to set up a client portal, allowing clients to exchange messages, make payments, share documents, sign agreements, complete forms, and access custom apps all from one location. Copilot is best used by businesses that are tech-inclined, as it helps them save time and effort to perform all [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[83],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Copilot: Client Portal for Service Businesses<\/title>\n<meta name=\"description\" content=\"Copilot is a client portal designed for service businesses. 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It simplifies communication, payments, and document sharing for a better client experience.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.scalarly.com\/startup-stack\/copilot-modernize-your-business-with-a-streamlined-client-portal\/\" \/>\n<meta property=\"og:site_name\" content=\"Startup Stack\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-07T20:57:57+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-31T10:15:37+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/lh3.googleusercontent.com\/iyzQ6XsIBZpq2q6xTKvT81XjASkJQMOOs-REjHCXv2sui9npjHrfk6iT-yvtbaDUPGz40Yea0o6H1uS-2LBO0SfCGgD2qEhs5saOW58kT5t7_TUVjZEOFxKKPVLe4Y3n1QWTLq0tNEZga_QvqFXudqE\" \/>\n<meta name=\"author\" content=\"km@scalarly.com\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"km@scalarly.com\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.scalarly.com\/startup-stack\/copilot-modernize-your-business-with-a-streamlined-client-portal\/\",\"url\":\"https:\/\/www.scalarly.com\/startup-stack\/copilot-modernize-your-business-with-a-streamlined-client-portal\/\",\"name\":\"Copilot: Client Portal for Service Businesses\",\"isPartOf\":{\"@id\":\"https:\/\/www.scalarly.com\/startup-stack\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.scalarly.com\/startup-stack\/copilot-modernize-your-business-with-a-streamlined-client-portal\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.scalarly.com\/startup-stack\/copilot-modernize-your-business-with-a-streamlined-client-portal\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/lh3.googleusercontent.com\/iyzQ6XsIBZpq2q6xTKvT81XjASkJQMOOs-REjHCXv2sui9npjHrfk6iT-yvtbaDUPGz40Yea0o6H1uS-2LBO0SfCGgD2qEhs5saOW58kT5t7_TUVjZEOFxKKPVLe4Y3n1QWTLq0tNEZga_QvqFXudqE\",\"datePublished\":\"2023-02-07T20:57:57+00:00\",\"dateModified\":\"2026-07-31T10:15:37+00:00\",\"author\":{\"@id\":\"https:\/\/www.scalarly.com\/startup-stack\/#\/schema\/person\/bca786b6c5e80e7fbd559b7205caaad6\"},\"description\":\"Copilot is a client portal designed for service businesses. 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