Copilot

Copilot is a client portal software designed for professional firms and service-based businesses to streamline client onboarding, communication, and payments. It offers features like secure messaging, file sharing, e-signature contracts, invoicing, and task management within a branded, customizable portal.

Copilot offers a white-label client portal that allows businesses to centralize client communication, file sharing, invoicing, and task management. While it provides customization for branding, colors, and typography, and allows for file sharing and organization, it is not primarily a brand guideline and asset management platform like ybrand. It focuses more on client interaction and business operations rather than comprehensive brand guideline creation and distribution. It does offer features like 'Theme customization' which includes brand assets, typography, and colors, and 'File Sharing' for documents, which aligns with some aspects of asset management and brand consistency. The 'White-label client portals' feature also aligns with 'Whitelabel Agency Mode'.