Marlon Misra - Copilot Blog (Page 2)

Sign in Subscribe

Marlon Misra

Client Management: 7 Practical Tips for Winning and Retaining Clients

Client Management: 7 Practical Tips for Winning and Retaining Clients

Learn practical tips to help you improve client management from 7 business experts.

Why Is a Knowledge Base Important for Productized Agencies?

Why Is a Knowledge Base Important for Productized Agencies?

If you want to run an efficient productized agency, you need a knowledge base. Learn more about the benefits of knowledge bases for productized businesses.

Copilot Is Now HIPAA Compliant

Copilot Is Now HIPAA Compliant

Copilot is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.

Copilot Is Now SOC 2 Compliant

Copilot Is Now SOC 2 Compliant

Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.

The Client Communication Manifesto: 6 Simple Rules to Live By

The Client Communication Manifesto: 6 Simple Rules to Live By

In this article, we share six simple rule that can help you improve client communication, and boost your agency's performance.

4 Ways to Improve Your Client Collaboration

4 Ways to Improve Your Client Collaboration

In this article, we will share four tips to help you boost client collaboration for your agency.

The Top 5 Software Picks for Effectively Managing Your Clients

The Top 5 Software Picks for Effectively Managing Your Clients

Running a small business or managing your customer data as a freelancer is difficult. Often you are trying to save customer profiles in a basic database or within a spreadsheet, both of which aren’t ideal interfaces. The same can be said for contact management software, which can help organize

What is a Project Implementation Plan + Templates

What is a Project Implementation Plan + Templates

At the outset of any large project, project managers have the challenging task of organizing team members and creating a strategic plan for completing project objectives. There are many ways that leaders can help lead employees towards planning a cleaner implementation process, such as well-organized Gantt charts, project execution plans,

Introducing Helpdesk 2.0

Introducing Helpdesk 2.0

From 1.0 to 2.0 We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a

September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags

September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags

In September, the Portal team focused on improvements to the Billing Module.

August Highlights: Exports & Custom Fields

August Highlights: Exports & Custom Fields

In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.

June Highlights: Custom Fields, CRM Filters, and Company Management

June Highlights: Custom Fields, CRM Filters, and Company Management

In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).

April Highlights: Billing 2.0 and lots of improvements

April Highlights: Billing 2.0 and lots of improvements

In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.

March Highlights: Client assignment, Help center, and Link sharing

March Highlights: Client assignment, Help center, and Link sharing

In March the Portal team shipped client assignment, a help center, link sharing, and more.

February Highlights: Intake forms & Google Analytics

February Highlights: Intake forms & Google Analytics

In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.

January Highlights: eSignatures module & Module management

January Highlights: eSignatures module & Module management

In January the Portal team shipped a comprehensive eSignatures solution. Unlike most eSignature products, our offering is tightly integrated with the rest of your portal. That means clients can now message you, share files with you, pay, and sign documents, all from one unified place.

December Highlights: Infrastructure month

December Highlights: Infrastructure month

In December the Portal team focused on infrastructure and performance. We shipped better domain management, made cross-product improvement to make the product work in real-time, and improved our notification infrastructure.

Virtual Law Firms: What are the benefits?

Virtual Law Firms: What are the benefits?

In the age of Covid, virtual law firms are taking off. Learn about what they are, what benefits they have, and what technologies you should adopt.