Launch date
Copilot Tasks App — The modern client portal, now with task management
Launched on October 24th, 2024
•Copilot App Store — Our Client Portal now has an App Store
Launched on March 28th, 2024
•Copilot Contracts App — Prepare, sign, send, and manage eSignature contracts
Launched on January 19th, 2024
•Copilot Automations — Run your service business on autopilot
Launched on June 14th, 2023
•Copilot — Modernize your business with a streamlined client portal
Launched on January 19th, 2023
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