Guides How to create a Webflow client portal (in 6 steps) Learn how to create a Webflow client portal by integrating a no-code client portal builder with your Webflow site in just six easy steps!
Guides 10 best Karbon alternatives you need to check out in 2024 Looking for a new client portal to run your accounting firm. Here are 10 Karbon alternatives to help you run, manage, and grow your service business.
Guides How to create a Squarespace client portal (easiest guide) Learn how to create a Squarespace client portal, boost user experience, and streamline your business communication in this easy six-step guide.
Guides 10 best Plutio alternatives to run your service business Looking for the best Plutio alternatives? Discover our top 10 picks to start, run, and grow your service-based business.
Guides 4 steps to automate your client intake forms Learn how to streamline your firm's workflow with our guide on creating an automated intake form using Copilot's form builder.
Guides Automated invoice processing: How to automate your invoices Explore the transformative power of automated invoice processing. Learn how it boosts efficiency, cuts costs, and streamlines finance operations.
Guides How to send an email proposal to a new client (4 samples) Master the art of sending compelling email proposals to clients. Uncover tips, examples, common mistakes, and how Copilot can simplify the process.
Guides 6 step marketing agency client onboarding checklist Unlock successful agency client onboarding with our 6-step guide. Boost project management, minimize churn, and build lasting relationships!
Guides 7 Best Invoice Apps for Contractors and Consultants in 2024 Discover the best invoice app for contractors and consultants who are looking to take payments from their clients in 2023.
Guides Best Legal Document Management System in 2023 Explore the best legal document management systems of 2023. Transform your law firm's operations with software designed to help you scale.
Guides 5 Powerful Ways Your Accounting Firm Can Use Automation Discover five transformative ways to leverage accounting firm automation with Copilot. Boost your productivity, accuracy, and client satisfaction.
Guides 5 Ways to Automate Client Portals With Copilot and Zapier Unlock the power of automation for your service business with Copilot and Zapier. Learn 5 ways to streamline operations and enhance your client services.
Guides The Ultimate Guide to Law Firm Automation Workflows Maximize your firm's efficiency with law firm automation. Streamline client acquisition, intake, billing, and boost your bottom line. Learn more here.
Guides How to Price Bookkeeping Services for Clients of All Sizes Discover how to price bookkeeping services effectively for clients of all sizes. Enhance your strategy, communicate value, and boost your profits.
Guides What Is a Client Intake Form and How to Create One? A client intake form is your first chance to impress a client. Learn how to design client intake forms that will set you apart from your competition.
Guides 20 Best Freelance Writing Sites for Serious Writers Discover the 20 best freelance sites for writers in 2023, offering lucrative opportunities and tips for success in your freelance writing career.
Guides How to Fire a Bad Client (The Right Way) Have you found yourself in a difficult position with a problematic client? In this article, we'll go over how to fire a bad client (the right way).
Guides 7 Steps to Start a Freelance Business (With a Full-Time Job) Ready to take the leap and learn how to start a freelance business? In this article, we'll go over how you can get your freelance career started.