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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Provide your clients with a comprehensive one-stop shop experience through a client portal that simplifies communication, payment processing, file sharing, access to help centers, and custom applications, among other features. Businesses leveraging technology—such as accounting firms, marketing agencies, startups, consulting firms, and real estate companies—utilize Copilot to deliver a cohesive, branded, and enjoyable user experience across both web and mobile platforms. Streamline your technology infrastructure with the built-in capabilities of Copilot, which includes messaging, billing, file-sharing, e-signatures, intake forms, and customer support systems. Additionally, the platform’s modular design allows you to begin with a single application and progressively enable more functionalities as your needs evolve. You can easily generate branded invoices and subscription plans, allowing clients to manage payments and access their invoice details effortlessly. Moreover, organize client files into folders, share them securely, and facilitate contract signing through eSignature requests, ensuring a smooth and efficient process for everyone involved. Embrace a more efficient way to engage with your clients and enhance your service delivery.

Description

InfoCenter is a robust and user-friendly self-service web portal that allows organizations to securely share documents and records from various sources. The platform provides comprehensive monitoring of user interactions, including detailed search histories and access to related documents and data. This makes it an excellent choice for various applications, including requests for public, student, or employee records, as well as resources for customer service and inquiries about invoice payments. With a highly customizable authentication system, InfoCenter ensures that content can be selectively accessed by both external and internal users, without jeopardizing the security of sensitive internal data or systems. Whether handling public record requests or managing strictly confidential information, this level of control enables your organization to meet regulatory mandates and legal responsibilities effectively. Ultimately, InfoCenter equips your business to deliver the appropriate information to the right users at the right moments, enhancing overall operational efficiency. Its versatility makes it an invaluable tool for organizations looking to streamline their information-sharing processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Copilot

Founded

2020

Country

United States

Website

www.copilot.com

Vendor Details

Company Name

ICM Document Solutions

Founded

1988

Country

United States

Website

www.icmdocs.com/document-management/infocenter-self-service-web-portals/

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

Alternatives

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