Case Study: Zen Aegis saves 40+ hours a week with Assembly

How Zen Aegis Saves Clients 40+ Hours a Week With Secure, Automated Portal Software

Zen Aegis, a consulting firm, needed to move beyond an eclectic mix of disparate software to provide its clients with a more personalized, secure, and automated experience. They adopted Copilot's client portal software to address this challenge and to build tailored solutions for their own diverse client base.

Using Copilot, Zen Aegis built automated, secure portals, often leveraging Zapier for complex workflow integrations. The solution from Copilot saved their clients up to 90% of manual labor time, with one client saving 40 hours per week on data entry and other processes. This automation allowed Zen Aegis to scale efficiently and deliver significant, lasting value.

Zen Aegis

Robert Prochnow

Founder