Copilot

Copilot provides a client portal designed specifically for service businesses, such as accounting firms, eCommerce companies, law firms, and startups. The platform includes features like secure messaging, invoicing, document sharing, contract management, data collection forms, and customer support helpdesk. By consolidating these tools into a single, user-friendly interface, Copilot helps businesses streamline their operations and enhance client experiences, ultimately saving time and resources. Unlike many competitors, Copilot focuses on the unique needs of service-oriented businesses, making it easier for them to manage client interactions and workflows. The company's goal is to improve business efficiency and client satisfaction through its subscription-based software-as-a-service model.