Managing Clients, invoicing and payments Review collected by and hosted on G2.com.

Credit card fee is a bit on the higher end. Review collected by and hosted on G2.com.

I love the flexibility that Copilot offers with the in-app content feature. It allows so much room for you create any type of interface that works best, on a client-by-client basis! Review collected by and hosted on G2.com.

There are very few things to dislike, if anything I wish there was more automation available with sending messages. For example, if I could schedule a message to be sent to a client on a certain at a specific time, that would shave alot of time off the onboarding process. Last thing is I wish I could customize a bit more the notification emails that go to the client so that it sounds more like our company voice. Those are little things though that we have found workarounds within the third-party softwares we use. Review collected by and hosted on G2.com.

It's very easy to integrate into my Squarespace website and the flexibility in building and customizing it is a big plus. Review collected by and hosted on G2.com.

The inability to assign multiple signers to a contract and have one individual be assigned to multiple companies. Review collected by and hosted on G2.com.

I like how customizable the portal is. Instead of relying on an off-the-shelf portal to give me everything I need, I can choose the features I want for interacting with my clients. The Copilot team also listens to feature requests and pushes updates very quickly. Review collected by and hosted on G2.com.

We can only send messages to our clients and not internally to our team. This requires us to maintain multiple workflow tools, which can be a little annoying. Review collected by and hosted on G2.com.

Copilot provides cheap and effective portal services that has make it too easy to organize our business online. Review collected by and hosted on G2.com.

Specifically, I could see broader features and more customization in the future, however no bugs. Review collected by and hosted on G2.com.

Very easy to set up, fast, scales well.

Does exactly what it needs to do.

Zero code solution to get started, can leverage the API when you hit scale. Had the MVP up in an hour. Review collected by and hosted on G2.com.

User management and staff login could be tricky at scale.

We'll probably end using the API for this. Review collected by and hosted on G2.com.

Copilot excels at streamlining repetitive tasks and generating high-quality content or insights quickly. As someone working in a fast-paced collections environment and with experience in analytics, I appreciate how it helps summarize customer interactions Review collected by and hosted on G2.com.

Sometimes Copilot provides suggestions that are too generic or not fully aligned with the context, which means I still need to double-check and refine the output. Review collected by and hosted on G2.com.

I really enjoy the setup speed of Copilot, you can build a comprehensive client portal very quickly without needing any form of development background.

You can get a product out very quickly that clients will love and see value in, then continue to build upon it as you will find that clients give you ideas "it would be good if you could add X for us"

The support team on Slack are very proactive and reactive, always willing to help even with features that sit outside of Copilot, like using Zapier to automate something in Copilot Review collected by and hosted on G2.com.

There a few minor things that I would like but it relates to the management of "client apps" to allow foldering.

There are a few features with the wiki/help desk text editor which could do with enhancement to allow for improved content e.g. being able tom centre align images, being able to set the height of iframes

Copilot are very receptive to feedback though and I've had calls with their design team explaining my feature requests Review collected by and hosted on G2.com.

I love how many apps you can integrate into the portal, along with its clean and user-friendly design. During a trial run, I tested three platforms simultaneously to find the best client portal for both my clients and myself. My priorities were ease of use on the client side, simplicity on the backend for building and providing mockups, and the ability to add accessible order forms.

Copilot stood out as the best option. It offered the most features and integrations while maintaining a clean, intuitive interface—unlike the more overwhelming alternatives. We seamlessly integrated our existing order form through Jotform, making it easily accessible within the client portal. While we’re still getting familiar with the platform, I’m confident that Copilot will be the easiest to train my team on and the best fit for our needs. Review collected by and hosted on G2.com.

At this point, I don’t have many dislikes about Copilot—just a few suggestions that could help my team. A fully customizable order form that can be built directly into the portal would be a great addition, as well as continuing to expand the available integrations.

One idea is an app specifically for team members (not clients), but I don’t think that’s a critical need right now and could potentially introduce bugs or complications. For now, bookmarking Copilot on my home screen has worked seamlessly and been easy to use. Review collected by and hosted on G2.com.

1. Copilot feels like a software version of Slack, where you can communicate with clients via chat.

2. The client can sign up directly, or I can send an invite.

3. I like the idea of the Helpdesk feature to send clients instructions, guidance, and information.

4. Enable multi-factor authentication for added security. Review collected by and hosted on G2.com.

1. Unable to mark several messages as unread.

2. Workflow doesn’t allow creating folders without files.

3. Lacks emoji support.

4. After saving forms, there’s no option to preview the form again after editing.

5. Enable the link feature in workflow automation.

6. Unable to add notes.

7. Import invoices from QuickBooks into Copilot. Review collected by and hosted on G2.com.