Documentation
CoPortal Docs
Complete reference for every feature in CoPortal — from onboarding a client to getting paid, and everything in between.
Start here
Getting started guide
Set up your workspace, add clients, and send your first invoice in under 5 minutes.
Clients & Leads
Clients
Add clients, invite them to their portal, manage contacts and communication history.
Leads & pipeline
Kanban pipeline from new lead to won deal, with conversion to client in one click.
Intake forms & questionnaires
Conditional fields, file uploads, multi-step flows, per-form member routing — every submission becomes a lead.
Projects
Projects & tasks
Kanban task board, task details, file sharing, message threads, activity feed, and more.
Project updates
Post timeline updates with photos, status markers, and a one-tap acknowledge or approve flow for clients.
File request links
Send a branded upload link — no login needed. Files land directly in the project.
WhatsApp import
Paste a WhatsApp conversation and AI extracts tasks, queries, and decisions automatically.
Contracts & e-sign
Reusable contract templates with variables, client e-signatures, and signing history.
Inbox
Every project message and task comment in one unified view — reply inline without jumping between projects.
Quotes & Invoices
Quotes
Create proposals, track views, get e-signatures, send deposit invoices, and convert to invoice.
Invoices
Full invoice management, PDF download, recurring billing, overdue tracking, and partial payments.
Retainers
Monthly or quarterly recurring engagements with auto-invoicing and hours-used tracking.
Billing & Time
Time & expenses
Live timer with persistence, hours budget, time rounding, team time log, client-visible logs, and convert to invoice.
Expense vault & receipts
Capture receipts in-app, AI scans them on Studio+, central /expenses ledger with project / overhead filters and CSV export.
Payments & Paystack
Paystack online payments, EFT, partial payments, and payment receipts.
Client portal
Workspace
Analytics
Revenue overview, outstanding amounts, project profitability, and margin tracking.
Settings
Branding, invoice settings, reminders, service library, intake forms, and more.
Team & permissions
Invite team members, set roles (owner/admin/member), and manage access.
Email notifications
Invoice reminders with escalation tones, quote expiry alerts, and payment receipts.
Automations
Multi-step workflows with delays and conditions, ready-made recipes, and webhooks.
Google reviews
Auto-email a tap-to-review link to clients when their project is marked complete. Studio+.
Plans & billing
Free, Solo, Studio, and Agency plans — limits, upgrading, downgrading, and team seats.
Power features
Can't find what you're looking for?
Email us and we'll help you out — and update the docs if something's missing.
hello@coportal.io