Copilot

About Copilot

Take control of client management with Copilot, the all-in-one client portal that streamlines the workflow from onboarding to invoicing. Copilot helps to create a modern, white-label portal that reflects the brand while centralizing secure communication, file sharing, and payments. Say goodbye to endless emails—Copilot keeps everything in one place for seamless collaboration and messaging. Automate repetitive tasks with powerful tools, saving time and letting to focus on what matters most. Features like customizable eSignature requests, branded invoices, and always-on forms make client interactions effortless. Plus, integrate tools like Calendly, Airtable, or ClickUp for a personalized experience. Whether managing client files, organizing tasks, or centralizing communication, Copilot boosts efficiency and professionalism. Designed to impress clients and simplify operations, Copilot is a reliable partner for growing the brand and achieving more. Elevate the business today with smarter client management.

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Pricing

Free Trial Available
Starts at $39.0. Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Copilot Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Starter $39.00 $59.00 per month

All the basics

Features

1 internal user
50 clients
100 automation tasks / month
CRM
Client portal
Messaging and team inbox
Invoices, subscriptions, pay links
Proposals and contracts
Task and project management
File-sharing and intake forms
Embeds and links
Access to Copilot's App Store
Standard support

Professional $149.00 $189.00 per month

Our most popular plan

Features

3 internal users (+$39 per user billed Yearly, +$49 per user billed Monthly)
500 clients
1K automation tasks / month
Includes features of Starter plan, plus
Custom domain for portal
Custom email domain
API, Zapier, Make
App Visibility settings
Custom Apps
Low payment processing fees
Priority support
Personalized onboarding (requires annual plan)

Advanced $399.00 $499.00 per month

For scaling businesses

Features

5 internal users (+$59 per user billed Yearly, +$79 per user billed Monthly)
Unlimited clients
Unlimited automation tasks
Includes features of Professional plan, plus
Remove ‘Powered by Copilot'
Client Access permissions
HIPAA compliance with BAA
Lowest payment processing fees
Enforce MFA for all internal users and clients
Priority support
Personalized onboarding (requires annual plan)

Enterprise Custom

More complex deployments

Features

Unlimited internal users
Unlimited clients
Unlimited automation tasks
Includes features of Advanced plan, plus
Sandbox workspace
Dedicated success manager
Technical advisor
Priority support
Personalized onboarding
Shared Slack channel

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Disclaimer: The pricing details were last updated on 25/06/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Copilot Pricing