Copilot Reviews & Product Details

Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic. Review collected by and hosted on G2.com.

\The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go? 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.

My small accounting practice was growing, and I needed a solution to manage new client onboarding, and general secure file sharing, communication, and billing. I wanted to build out my client portal myself, and I needed to do it fast. I also wanted my client's experience to be easy.

I had explored several other softwares I've heard about through my network, and they were SO time consuming for me to set up, mostly because they are so customizable, in addition to having countless zapier integrations and stuff I didn't care about. Then, I found Copilot in the Google search results.

From the beginning, the setup was so easy and intuitive, without compromising on the quality of the experience AND is still customizable where it matters. It's so user friendly, and my clients have loved it for this reason. I also really appreciate how sleek and modern it is. I was able to build out my client portal over a weekend. Its also really cool that you can create a test client and practice everything before sending to a real client.

Customer support is quick to respond. I use this software every day with my clients, as the messaging feature allows us to minimize email clutter. My favorite app is the Tasks app, which is a very simple and effective project management-ish app. Review collected by and hosted on G2.com.

There are a few features I've suggested to support, who have been very receptive to the feedback:

- Integration limitations: (a) Doesn't yet integrate with Xero, my accounting software. (b) All integrations with popular apps (Notion, etc) are only for client facing purposes, not internally facing.

- Project Management: Tasks app has a ton of potential for internally-facing project management, but for right now, gets the job done fine since I'm a solo-firm owner. I'd love to see more features here for categorizing tasks and bulk actions!

- Forms: Would be fantastic to see more options here for different questions prompted based on responses to one-answer questions. 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 the look. It's just visually great to work with. I also like they way you can connect outside apps to get more done with it.

They've recently added many new features and the options for use are growing dramatically. Review collected by and hosted on G2.com.

It's limited. Sometimes I feel like I'm trying to bend features without breaking them to get it to do what I need. But the outside apps plugging in help to make it all possible. They are adding new features all the time too. 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.

The program overall and support are fantastic. Before purchasing the program, I was able to set up a trial and meeting with a sales person. Copilot is quite user-friendly and robust at the same time. I like that the native apps are easy to use, especially if you already have documents created as PDFs for your business. The highest paid plan includes HIPAA compliance, and is on the low end of competitive pricing for similar products. I have asked several questions during set up, and in almost every case, someone has replied to my question within an hour! Review collected by and hosted on G2.com.

I have made a couple of suggestions so far. For example, Copilot allows you to rename the apps as they appear on the menu, for example, you could change the forms app to “Onboarding,” however, in the client home app you cannot change the titles to match. This would be a very helpful feature, as I do not want to confuse my clients. Another tool that would be very helpful is the ability to duplicate a form or a contract then change the title if you have two forms that are very similar. Review collected by and hosted on G2.com.

What I love about this product is the design and ease of use. Within a few hours I was able to customize the portal to reflect my brand and even add essential apps for my team and clients to use. Review collected by and hosted on G2.com.

The fees vary based on the plan chosen, which considering the price of the plans the fees could be simplified at a lower rate. Review collected by and hosted on G2.com.

My favorite thing about Copilot is the ability to have a client portal where I can manage a large number of clients easily and be able to "text" them through the platform, instead of having to email them. I also had trouble finding a client portal with a clean design so Copilot stood out to me. Review collected by and hosted on G2.com.

The only downside of Copilot is it's a newer platform so there's a few features I'd like to see added to the platform but the support team has been super great about asking for new feature recommendations. It's great to have a support team that asks for user feedback so they can make the platform even better! Review collected by and hosted on G2.com.