Copilot provides businesses with tools for client communication, payments, contracts, and file-sharing, along with a branded client portal.

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  • Launch Copilot directly from your Dock or taskbar.
  • Work without distractions in a dedicated window, separate from your browser tabs.
  • Manage multiple Copilot accounts and switch between them without logging out.

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Copilot is for service businesses that want to manage client relationships and deliver services through one branded portal. Accounting firms, agencies, consultants, law firms, freelancers, and other client-facing teams can use it to give clients one place to communicate, share information, and handle routine tasks. Teams can manage client records and notifications in a dashboard, while clients use the portal to send messages, pay invoices or subscriptions, exchange files, sign contracts, submit forms, and contact a help desk. Businesses can customize the portal’s branding, choose which features to enable, and connect or embed supported apps such as Calendly and Airtable. Copilot may suit firms looking to bring client communication, onboarding, document exchange, and billing together instead of managing them across separate tools.

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