Copilot Reviews

We are very happy with Portal. In less than 15 minutes, we were able to setup functionality that lets our clients pay us on our website. We love all the customization ability (including the ability to use our own domain) because it has helped in reinforcing our brand. Customers are no longer hesitants about paying us.

The tool could benefit from more payment integrations.

This portal software is the best one I can mind on the market. It is absolutely fantastic and beautifully created. Very fast and easy to use!

Some features that you are going to want require a higher tier of plan, but it isn't too much to bear with. Customer support is amazing!

I liked the overall use of Portal once I had a good understanding of it.

Establishing what exactly we needed was a bit difficult because it wasn't exactly what Portal is typically used for. I'm sure if what the user is going for is a more typical use of it, it would be a lot easier. I am also very tech savvy, so I picked it up quickly, but training others to use it was tricky.

The portal has made it super easy to navigate with clients that aren't the best with technology or have to rely on something like google drive to share files. For example, I just did some wedding photography and now I can add the Groom as a client and he can invite anyone who wants access to the photos. It was a way easier experience. And my clients have liked the experience as well.

Portal is definitely great for small companies like me, but I think they are on the way to being capable of supporting more features like a companion mobile application and more. So it will just take some time. Great overall experience.

Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

A nice to have would be an integration with PCLaw.

We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security. So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well.

There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature.

We are very happy with Portal so far. In the past, we used separate services for messaging (Intercom), file-sharing (Dropbox), and billing (Bill.com), but Portal brings all three together in a way where clients just have to manage a single account. The best part is that our portal is fully customizable (log in screens, color scheme, emails, etc.) and that we can connect a custom domain.

We are waiting for the QuickBooks Online integration. The team has said will be delivered in the next 6 weeks.

Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed.

It would be great if there were more granular notification settings.

Most products are complex and difficult to use, Portal makes it easy to send invoices, share files, message our clients, and we also built our website using Portal.very users friendly.

There is nothing to dislike, it has helped me graciously.

Not only the product but the people who stand behind the product. Portal has a team who provided me assistance from start to finish. Implementation was very quick and I was thrilled we chose portal to take our business to the next level.

Portal provides absolutely everything I need to serve my clients. While it’s rare for there’s nothing I dislike.

We setup a branded client portal in a few minutes and were able to use it with customers on the same day. So far we have only enabled the file-sharing module (which comes with eSignatures) and we have been very happy with it. The user experience is A+ and we love that the whole experience is branded and on our own domain.

There is currently no option to request signatures from multiple users at the same company.

We were looking for an all-in-one client portal product to message clients, share files, requests signatures, and invoice clients. This product does all of these things in a way that is seamless. Instead of long email threads with clients, all of that is now centralized.

We hope that the team makes improvement to the Messaging module and adds read receipts and threads.

Portal gives our clients one place to login and message us, submit intake forms, and share files. That is exactly what we need to help grow our business with a professional look.

We would like the ability to do intake forms with conditional logic.

Portal has made it incredibly efficient to manage new clients. The entire experience of adding a new client, inviting them, and having them fill in a form is so seamlessly setup. The automated emails that are sent our clients are branded with our logo and title, which is a great feature other services dont have.

It would be great to customize the portal even further like adding custom fields for all the different modules.

We can interact with clients via chat, file sharing, invoices, eSignatures, use the knowledge base to make announcements or answer questions, and see all of this data for each client in the client details view. The user interface is also great.

Would like better invoice data visualization.

Elegant design and simple to use so I'm not bothered when I have to use it all day. Best customer support I've ever seen!

I hope they're able to handle bigger traffic soon. Haven't hesitated to recommend Portal to my peers but they simply can't use it because they're so large.

My team was looking for a simple all-in-one solution. I spent a week looking for solutions that were a good fit and couldn't find anything that held a candle to Portal.

The landing page module could use some more customization, I spoke to the development team and heard this is coming soon!

This is a great solution for someone who wants a simple way to manage files and payments for a bunch of clients. It's also cheaper than creating your own site to do the same thing.

Hoping to see a more rich experience for the blogging platform built into the app.

Quick to set up and looks really good and professional, inexpensive and way less hassle than building something from scratch. Easy to manage large numbers of clients at a time.

Would like more features to further customize my site.