Copilot

In plain words

Copilot is a client portal platform designed for service businesses to manage customer interactions in one centralized location. It allows clients to message their service provider, make payments, upload files, sign contracts, and submit forms. The platform also supports custom apps, giving businesses flexibility to tailor the portal to their specific needs. This solution streamlines communication and administrative tasks between service providers and their clients.

written from the facts on this page · September 2026

From the sources

With Copilot, service businesses can set up a client portal, enabling clients to send messages, make payments, upload files, sign contracts, submit forms, and access custom apps — all from one unified place.

Describe what you want in plain language, approve the plan, and get a real app live in your workspace, then keep refining it by chat. Build a time tracking app to log hours across clients and projects . Build a time tracking app to log hours across clients and projectsfrom assembly.com

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