What each week held
Withheld: something was read in 1 week of the last 12. A series needs at least 2 to say anything a single reading does not.
What it declares
- client portal
- white-label branding
- messaging
- file sharing
- invoicing and payments
- task management
- CRM / client records
- custom apps
As the company’s own pages describe it. Forge did not test any of these.
What users raised
The reading listed none.
Everything on record
5 observed claims. Newest first; the tag on each row is what kind of claim you are reading.
- PRODUCTCOMPANY CLAIMSep 30, 2026
Copilot added 'Custom Visibility for Apps,' letting firms dynamically control which clients have access to a given app, enabling differentiated service tiers.
Supports segmentation/tiering of client access, a packaging-adjacent capability relevant to firms serving multiple client tiers.
www.copilot.com/updates - PRODUCTFACTSep 30, 2026
Copilot added a portalUrl property to the Workspaces API endpoint, which returns the client portal's URL (including custom domain if configured).
Developer-facing API change enabling easier integration for partners building on Copilot's platform.
www.copilot.com/updates - PRODUCTCOMPANY CLAIMSep 30, 2026
Copilot redesigned checkout with a Stripe-inspired look optimized for mobile and added Apple Pay and Android Pay, which render dynamically when supported.
Improves billing/payment collection UX, a capability buyers compare when choosing portal/invoicing tools.
www.copilot.com/updates - PRODUCTCOMPANY CLAIMSep 30, 2026
Copilot shipped Task App enhancements: internal users can reassign tasks to other internal users, clients, or companies; an activity feed now logs task creation, reassignment, status changes, due dates, title updates, and archiving; internal users can create tasks and comment directly from client/company detail pages; and tasks can be archived with a new 'Display' drawer to toggle visibility of archived tasks.
Expands task/workflow management depth, relevant to agencies evaluating Copilot against dedicated project-management competitors.
www.copilot.com/updates - PRODUCTCOMPANY CLAIMSep 30, 2026
Copilot introduced a 'Client Home' feature letting firms design a dynamic home page clients see in the portal, usable for announcements, firm introductions, and setting expectations.
Gives portal admins a new customizable first-touch surface for clients, a positioning-relevant feature for buyers comparing portal customization.
www.copilot.com/updates
A record of what Forge read in public about Copilot — its own pages and what people wrote about it. Nothing here is a test of the product, a ranking or a score, and Forge has no relationship with this company.