Copilot
A modern portal software, Copilot transforms client interactions for businesses of all types. It consolidates messaging, payments, file-sharing, and contracts into a single, branded platform. With built-in automations and customizable features, firms can streamline onboarding, enhance security, and create delightful client experiences across web and mobile.
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Top Copilot Features
- Modern white-label client portal
- Secure messaging capabilities
- Integrated file-sharing system
- Customizable invoice generation
- Automated billing and subscriptions
- Comprehensive practice management suite
- Centralized client communication hub
- One-click contract eSignatures
- Flexible form creation tools
- Streamlined onboarding processes
- App marketplace for integrations
- Configurable notification management
- Custom app development platform
- Built-in CRM features
- Intuitive dashboard access
- Multi-channel client interactions
- Workflow automation options
- Support for two-factor authentication
- In-depth security practices
- Community of certified experts.
