Our verdict
Copilot is an excellent client communication tool that doubles as a basic onboarding solution. If your biggest pain point is client communication rather than onboarding flows, it earns its place.
Score breakdown
| Setup time | |
| UX quality | |
| Automation depth | |
| Integrations | |
| Pricing fairness | |
| Support quality | |
| Scalability |
Pros & cons
What we liked
- Client messaging and communication features are the best in category
- Clean, modern interface that clients respond well to
- File sharing and approval workflows are polished and reliable
- Setup is straightforward with good onboarding documentation
What we didn't
- More of a client communication hub than a full onboarding solution
- Automation is limited — no multi-step sequences
- Integrations are narrower than competitors at this price point
- Lacks e-signature functionality natively
Who it's for
Best for: Agencies where ongoing client communication is as important as the initial onboarding — particularly retainer-based relationships.
Not for: Agencies that need a full onboarding flow with intake forms, e-signatures, and automation from day one.
Pricing
Starter
$39/mo
Up to 10 clients
Client portal, messaging, file sharing
Professional
$89/mo
Up to 30 clients
Custom branding, team accounts, API