Copilot (client portal)

Copilot is a modern client portal platform that gives freelancers, agencies, and service businesses a branded hub where clients can access everything in one place — messaging, file sharing, invoices, contracts, forms, and help desk. Instead of scattering client interactions across email, Dropbox, Stripe, and DocuSign, Copilot consolidates everything into a sleek, white-labeled portal under your own domain.

What differentiates Copilot from HoneyBook, Dubsado, or building your own client portal is its modular app-based architecture and polished client-facing experience. While HoneyBook and Dubsado focus on the service provider's workflow with client-facing documents, Copilot is built client-first — creating a dedicated logged-in experience that feels like your own custom-built SaaS product. Clients log into your branded portal and see their messages, files, invoices, contracts, and custom apps all in one dashboard. The platform is modular, so you only enable the apps you need, and you can extend it with custom apps that embed any web tool or internal system directly into the portal experience.

Key Features: White-labeled client portal with custom domain and branding that looks like your own custom-built platform, messaging app with threaded conversations and file attachments for organized client communication replacing email, billing app with invoicing and subscription billing and one-time payments through Stripe with automatic payment reminders, contracts app with e-signatures and customizable contract templates and audit trails, file sharing app with organized file storage and client upload capabilities replacing Dropbox and Google Drive links, forms and intake app for client onboarding questionnaires and data collection, help desk app with knowledge base and ticketing for client self-service support, custom apps that let you embed any web application or tool directly into the client portal, client CRM for managing client information and tracking interactions, automations for streamlining onboarding and follow-up workflows, API and Zapier integration for connecting to your existing tools and workflows, mobile-responsive portal design that works on all devices, multi-workspace support for managing different brands or business units, client notifications for keeping clients informed of updates and new items, and team collaboration with internal notes and task assignment.

Pricing: Copilot offers tiered plans based on features and client volume. The Starter plan is designed for individual freelancers getting started with client portals and includes core apps for messaging and billing and file sharing. The Professional plan adds more apps and customization including contracts and forms and help desk and custom apps. The Advanced plan includes all features plus priority support and advanced customization options. All plans include the white-labeled portal with custom domain support. Pricing is per month with annual billing discounts available. A 14-day free trial is available on all plans.

Use Cases: Freelance accountants and bookkeepers who need a branded client portal where clients can upload documents and view financial reports and pay invoices and message their accountant all in one secure place, marketing agencies managing multiple client relationships who want each client to have their own portal with project files and campaign reports and billing and messaging without juggling separate tools, IT consultants and managed service providers who need a help desk and knowledge base alongside file sharing and billing in a portal that clients log into rather than sending support emails, law firms and legal professionals who need a secure client portal for sharing sensitive documents and collecting signed contracts and managing billing with a professional branded experience, business coaches and consultants who want to deliver a premium client experience with onboarding forms and session notes and resource libraries and invoicing all accessible from one branded dashboard, and design studios and creative agencies who want to embed project management tools and design review platforms directly into their client portal using custom apps.