CoPortal AI

AI that does the admin, not the talking.

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

Generate quote from meeting notes

Meeting notes or brief

Full rebrand — new logo, brand guidelines, 5-page website. Client wants it in 6 weeks. They also mentioned social media templates.
Generate quote

Brand Refresh Proposal

From meeting notes ✓
Logo & brand identityR 12 000
5-page website buildR 28 000
Social media templatesR 6 500
Total (excl. VAT)R 46 500

Three inputs. Zero retyping.

Same idea, three places it shows up — paste or snap what already exists, review the structured result, save.

WhatsApp → TasksStudio+

Ruan: also need the logo tweaked

Ruan: and can we push the deadline?

To doTweak the logo
QueryNew deadline? Out of scope?
Receipt → ExpenseStudio+

IMG_2841.jpg

Scanned
VendorMakro Cape Town
TotalR 1 248.50
VATR 162.85
CategoryOffice supplies
Triage → RoutedStudio+
Forwarded email — “Following up on sign-off for the proposal, can we chat this week?”
Follow up — proposal sign-offPersonal task
PriorityHigh

Notes, 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

FreeSoloStudioAgencyEnterprise
Meeting notes → quote20/mo300/moUnlimitedUnlimited
WhatsApp → tasks1 000/moUnlimitedUnlimited
Receipt scan200/moUnlimitedUnlimited

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.

Ready to try it?

Free plan forever. No credit card needed. Up and running in 2 minutes.

Create your free account