No chatbot to babysit. Paste meeting notes and get a priced quote. Paste a WhatsApp export and get a task board. Snap a receipt and get a categorised expense. CoPortal's AI turns conversations you've already had into billable work — it doesn't generate more conversation.
Every new workspace gets a 14-day Studio trial — every AI feature unlocked from day one
Meeting notes or brief
Brand Refresh Proposal
From meeting notes ✓Same idea, three places it shows up — paste or snap what already exists, review the structured result, save.
Ruan: also need the logo tweaked
Ruan: and can we push the deadline?
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ScannedNotes, briefs, or emails — priced in one pass
Paste meeting notes, an email brief, or a scope doc — or upload .txt, .md, .html, or .eml files — and AI drafts a quote title, priced line items, and scope notes, using your workspace’s own default hourly rate.
Chats split into tasks, queries, and decisions
Paste a WhatsApp export into a project (or run it from the central WhatsApp import screen and pick the project) and AI sorts every message into board tasks, open client queries, and a decisions log.
Catches scope creep as it’s asked
When a project has paid invoices, extracted tasks are checked against those line items — anything that looks outside the agreed scope is flagged “Out of scope?” before it lands on the board.
Receipts prefilled from a photo
Snap or upload a receipt and AI reads vendor, date, gross total, VAT, currency, and a SARS-aligned tax category — each field scored for confidence so you know exactly what to double-check.
Redacted before it’s stored
Card numbers, ID numbers, and other long digit runs are stripped from receipt text before and after the AI call — your statements never leak through an extraction.
Your inbox gets the same treatment
On the Triage page, paste in emails or message dumps (or upload .txt / .eml files) and AI turns each item into a personal task, a teammate’s task, a project task, or a new lead — ready to route in one click.
AI usage limits by plan
| Free | Solo | Studio | Agency | Enterprise | |
|---|---|---|---|---|---|
| Meeting notes → quote | — | 20/mo | 300/mo | Unlimited | Unlimited |
| WhatsApp → tasks | — | — | 1 000/mo | Unlimited | Unlimited |
| Receipt scan | — | — | 200/mo | Unlimited | Unlimited |
Triage runs on daily per-person caps that scale by role rather than a flat monthly number — Studio owners get 25 dumps a day, Agency and Enterprise are unlimited. All four features retry automatically across providers if one is briefly unavailable.
Free plan forever. No credit card needed. Up and running in 2 minutes.
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