Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Client portal platform for service businesses with modules for billing, messaging, and file sharing.
Pricing
$39 / month
Founded
2018
Team size
11-50 employees
Headquarters
New York, NY
Product Preview
Preview from copilot.com
At a glance
Best for
Agencies
Pricing model
Tiered plans
Try before you buy
Integrates with
Microsoft TeamsWordExcelPowerPointOutlook+5
About Copilot
Copilot is an all-in-one client portal platform that lets service businesses give clients a branded hub for messaging, billing and payments, file sharing, contracts, forms and help desk. It bundles apps and a no-code app builder plus API/whitelabel options. It targets agencies, accounting and professional-services firms wanting one polished client-facing experience instead of stitched-together tools.
Pricing
$39 / monthPricing
Updated Aug 2026| Offering | Price | Billing terms |
|---|---|---|
| PlanPublished entry price | $39 / month | Starting price |
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Copilot
Copilot doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Copilot and Cubbie routes it to the vendor and our procurement team.
