Copilot
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Copilot handles the client-facing side of professional services, giving agencies a centralized hub where clients log in to see projects, download deliverables, pay invoices, and message the team without mixing those conversations into email or Slack. Each client gets a branded experience matching your agency's look while you manage workflows behind a single administrative dashboard.
The platform positions itself as a communication layer between consultants and their clients, replacing scattered email threads and attachments with a single, organized workspace that professionals and their clients actually enjoy using.