Copilot

The client portal creates a branded environment where businesses manage all client-facing processes, including communication, contracts, billing, and files. By keeping interactions in a single, consistent workspace, providers deliver a professional experience, while clients benefit from clear visibility into ongoing services and transactions.

Messaging within Copilot replaces scattered emails with secure, centralized threads. Teams can exchange updates, attach documents, and control access while clients stay fully informed. This reduces miscommunication and ensures critical project details are preserved, providing a reliable record of conversations accessible to both sides at any time.

The invoicing feature lets providers create branded invoices, manage subscriptions, and send reminders for overdue balances. Clients can update payment methods, review billing history, and pay securely within the portal. This consistency supports faster collections, reduces administrative overhead, and helps businesses stabilize revenue flow across recurring projects.

Contracts can be issued using reusable templates, signed electronically, and tracked through completion. Providers maintain compliance while saving time compared to manual paperwork. By embedding agreements in the client workspace, Copilot helps firms shorten approval cycles and keep all records easily accessible for reference and audits.

Forms capture structured information such as client onboarding details, approvals, or project requirements. Submissions stay linked to each client account, reducing duplicate entries and inconsistencies. Among Copilot features, this one is especially valued for maintaining organized client data, ensuring accuracy, and minimizing delays during information-gathering processes.