Copilot

Overview


Copilot is designed to empower freelancers, consultants, and agencies with a centralized platform to manage their client relationships seamlessly. Recognizing the fragmented workflows caused by juggling multiple tools, Copilot provides a unified solution to simplify operations and elevate the client experience.

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The Problem


Freelancers and agencies often struggled to maintain efficient communication, billing, and project coordination with their clients. Relying on separate apps for messaging, invoicing, file sharing, and task management created confusion, wasted time, and impacted client satisfaction.

The Solution

Copilot introduced a powerful all-in-one client portal that brings everything together — messaging, invoicing, project updates, contracts, and file sharing — all in one place. With this streamlined approach, service providers can keep everything organized and professional, improving collaboration and transparency with their clients.

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The Outcome


Users experienced better client relationships, smoother workflows, and increased productivity. By consolidating tools into a single portal, Copilot helped businesses reduce complexity, cut down on manual work, and provide a more polished client experience. This translated into higher client satisfaction and retention.

Our Approach

We focused on building a platform that was intuitive, clean, and tailored to the needs of service-based businesses. Every feature — from messaging to billing — was thoughtfully designed to reduce friction and enhance usability. Our team also ensured the backend was robust and scalable, capable of supporting agencies of all sizes.

Tools & Technologies Used


  • Frontend: React

  • Backend: Ruby on Rails

  • Database: PostgreSQL

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