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.

Overview

Dashboard

Revenue stats, outstanding invoices, pipeline, active projects, project health, and overdue alerts.

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

Public-facing forms that auto-create leads in your pipeline when submitted.

Projects

Projects & tasks

Kanban task board, task details, file sharing, message threads, activity feed, and more.

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.

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.

Payments & Paystack

Paystack online payments, EFT, partial payments, and payment receipts.

Client portal

Branded portals at your slug, what clients see, magic link login, and signing quotes.

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.

Plans & billing

Free, Solo, Studio, and Agency plans — limits, upgrading, downgrading, and team seats.

Power features

AI features

Parse meeting notes into quotes, extract tasks from WhatsApp — Studio & Agency plans.

Xero & QuickBooks

Sync invoices to your accounting software with one click.

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