15 years helping British businesses
choose better software

What is Copilot?

Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal.

Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot.

Who Uses Copilot?

Copilot is intended for tech-enabled service firms operating in technology, marketing, financials services, legal, real estate, consulting, creative fields, and more.

Copilot Software - Copilot Dashboard
Copilot Software - Client Portal
Copilot Software - Messaging & Billing
Copilot Software - Files & Forms
Copilot Software - Helpdesk & Apps

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Reviews of Copilot

Average score

Overall
4.9
Ease of Use
4.8
Customer Service
4.9
Features
4.9
Value for Money
4.9

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
90%
4
10%
Myles
Myles
Creative Director in US
Verified LinkedIn User
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Super friendly company, and easy to work with!

5.0 2 years ago

Comments: Before portal, I was using WIX to do everything, but it really isn't the best. I needed a marketing page and a separate account system. This way I can make it look simple for future clients on my marketing page, then be able to show my clients everything once they were interested.

Pros:

The portal has made it super easy to navigate with clients that aren't the best with technology or have to rely on something like google drive to share files. For example, I just did some wedding photography and now I can add the Groom as a client and he can invite anyone who wants access to the photos. It was a way easier experience. And my clients have liked the experience as well.

Cons:

Portal is definitely great for small companies like me, but I think they are on the way to being capable of supporting more features like a companion mobile application and more. So it will just take some time. Great overall experience.

Hayes
Owner in US
Apparel & Fashion, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Best client facing portal out there.

5.0 4 months ago

Comments: Overall it has been a phenomenal experience. Marlon got me set up within minutes and the client portal is very easy to customize and prepare for our clients.

Pros:

The client portal is amazing. Fully customizable so you can provide clients with all pertinent information 24/7. No more answering FAQs constantly, just post them in the client portal. Email notifications are sent with every message you send, ensuring your clients are retained and aware of updates regarding their project. On top of all these features, the customer service is top notch. From onboarding to Zapier automation help, Copilot team members will help you every step of the way. If you manage clients and need a way to stay organized, give copilot a try. You won't regret it.

Cons:

The messaging portal could use more features, like snooze and/or team member tagging options.

Liz
Senior Paralegal in US
Legal Services, 11–50 Employees
Used the Software for: Free Trial
Reviewer Source

Portal does make good portals.

4.0 2 years ago

Pros:

I liked the overall use of Portal once I had a good understanding of it.

Cons:

Establishing what exactly we needed was a bit difficult because it wasn't exactly what Portal is typically used for. I'm sure if what the user is going for is a more typical use of it, it would be a lot easier. I am also very tech savvy, so I picked it up quickly, but training others to use it was tricky.

Verified Reviewer
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Best Customer Portal

5.0 2 years ago

Comments: The entire team over at Portal is absolutely incredible! Wonderful to work with and very helpful.

Pros:

This portal software is the best one I can mind on the market. It is absolutely fantastic and beautifully created. Very fast and easy to use!

Cons:

Some features that you are going to want require a higher tier of plan, but it isn't too much to bear with. Customer support is amazing!

Shashi
Shashi
Lawyer in Canada
Verified LinkedIn User
Law Practice, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Best Portal for Files, Billing and Communication with clients

5.0 3 years ago

Comments: Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients.

Pros:

Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

Cons:

A nice to have would be an integration with PCLaw.