Copilot

Modern client portals for agencies and service businesses

client portalSetup: simple

8.5

AppAdvize

Score / 10

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Overview

Copilot is a modern client portal platform built for agencies and professional service businesses. Each client gets a branded portal with modules for messaging, file sharing, e-signatures, invoicing, forms, and project status updates — all accessible at your custom domain. Unlike Dubsado or HoneyBook which are workflow-centric, Copilot is portal-centric: the goal is giving clients a clean, professional home base for the relationship. Agencies can white-label Copilot under their own brand.

Pros & Cons

What we like

✓Clean, modern client-facing portal that reflects well on your agency brand
✓White-label with your own domain and branding
✓Modular — enable only the features each client needs
✓Built-in messaging, files, e-signatures, invoicing, and forms

Watch out for

✕No free plan
✕Workflow automation less developed than Dubsado
✕Per-client pricing can add up for agencies with many active clients

Best for

Agencies that want to give clients a professional, branded home base for the engagement
Consultants replacing a patchwork of Google Drive + email + invoice tools

Not ideal for

Freelancers who need proposal-to-payment workflow automation (Dubsado or HoneyBook)
Businesses on a tight budget — Dubsado or HoneyBook offer more for similar cost