Assembly Reviews & Product Details

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.

Product Website

Seller

Assembly

Discussions

Assembly Community

Languages Supported

English

Overview by

Marlon Misra

Pricing

Pricing provided by Assembly.

Starter

$39.00

Per Month

View More Pricing Information

Assembly Media

Assembly Demo - Give Clients a Branded Portal

Bring together messaging, tasks, payments, file-sharing, forms, contracts, embeds, and more.

Assembly Demo - Connect With Existing Tools

Bring in 1000s of popular products, embeds and integrations or build Custom Apps on our API platform.

Assembly Demo - Give Your Team an Al-Enabled CRM

Manage clients, track relationships, take notes, and work more efficiently with Al agents on your side.

Assembly Demo - More Than Just a Client Portal

Secure Al for smarter client interactions. Enterprise-grade protection built in from day one. Streamline document signatures in one place. Productize your services with eCommerce-style packages. Send invoices and recurring subscriptions with one-click payments.

Take a detailed product demo walkthrough of a sample custom client portal with Assembly's cofounder Marlon.

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Kieran F.

Co-Founder | Creative Director

Small-Business (50 or fewer emp.)

12/30/2024

"A vital tool for companies looking to stay ahead of the competition in 2025 - Our best investment!"

5/5

What do you like best about Assembly?

Copilot is a massively impactful for any team or business owner who's interested in perfecting a streamlined and capable tech stack.

The ability to add a button to our website directing clients to our dashboard is a huge advantage for us. Within that dashboard it allows us to communicate, invoice, request contracts & agreements, forms, and MUCH MORE.

This platform is so important to my company on a daily basis, if you're not already using it then you're likely behind the rest of the pack.

Lastly, Veronique from Copilot's success team has been extremely helpful for custom requests and very friendly!

To anyone trying to decide on making the switch, I would recommend starting off 2025 with Copilot! Review collected by and hosted on G2.com.

What do you dislike about Assembly?

There is only one thing I dislike about copilot, the fact that there isn't an iOS app. Aside that (very minor) incovenience I could not say enough good things about the platform. Review collected by and hosted on G2.com.

Amanda W.

Owner/President

Small-Business (50 or fewer emp.)

9/25/2024

"Copilot Client Portal"

5/5

What do you like best about Assembly?

The ease of setting up the Apps. It's a very clean view compared to other portals I tested. There is a lot of flexibility in what apps are suitable for your type business. Customer Support is amazing and response time is quick. Their pricing plans offer enough client portals without breaking the bank. My staff learned it quickly and my clients are amazed that so much is now in one place for their access. I like that my clients can pay invoices through the portal with credit or ACH and that I can pass the fees along to the client, or absorb them if I wish. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Quickbooks linking doesn't work properly yet. There is a bit more management involved in managing invoices if also using Quickbooks. Some apps won't allow access so instead of embedding in my portal I have to link to an external source. Review collected by and hosted on G2.com.

What problems is Assembly solving and how is that benefiting you?

I am able to provide several resources in one place where in the past clients were provided with links and expected to keep up with them. Instead they would just call my office when they needed something and my staff is constantly sending reminders and links to clients. I was able to add a sign in button to my website, so now my site gets more traffic and it's a easy way for the client to remember where to sign in. I am able to create a project status snap shot in Monday.com that I embed in the my client's portal. I able to create to do lists for my clients so their Action Items are all in one place. Both the project status and Action Item list cuts down on the number of calls and inquiries from clients about where their case stands or if we need anything from them. Digitally getting contracts signed is a plus and saves everyone time. Review collected by and hosted on G2.com.

Zach M.

Consultant

Small-Business (50 or fewer emp.)

12/19/2024

"Copilot: Helping elevate our business!"

5/5

What do you like best about Assembly?

It's the perfect blend of customizable and easy-to-use. I love that we have the ability to seamlessly integrate it with our existing online presense and implement all the features we need without needing to know how to code. Marlon and his team were super helpful with answering all my questions and educating me how to use the product Review collected by and hosted on G2.com.

What do you dislike about Assembly?

A little bit of a learning curve starting out, but the support team and support guides were a great resource. Review collected by and hosted on G2.com.

Jonathan F.

Financial Coach - Tech & Media Manager

Small-Business (50 or fewer emp.)

10/9/2024

"Great value and consistent improvement"

5/5

What do you like best about Assembly?

What I like most about Copilot is the modern look and clean feel of the software both on the back end and front end for clients. I also like that theyre consistently adding new features and very willing to create and implement community suggested features. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I haven't had any issues with Copilot that would cause me to dislike anything about the software, but if I had to pick something, it would be the 1 license per user or lack of admin included or tiered cost. Review collected by and hosted on G2.com.

What problems is Assembly solving and how is that benefiting you?

Copilot is solving our modernization problem. We've been around 45 years and always taken pride in our personal touch, however we neglected to implement anything technology related for our clients to interact with us. It was always mail, email, phone call etc. We're a finanical services company and we have a lot of regulatory requirements to follow, and Copilot made it easy to implement a technology platform that could securely message clients, export the messages for record keeping purposes. Digital forms to collect client information with ease as well as transfer documents, statements, notices etc, book meetings with our team in one place etc. It also helps us by being compatible with automation like Zapier to automate some of our processes. Review collected by and hosted on G2.com.

Leonel G.

Founder

Small-Business (50 or fewer emp.)

3/26/2025

"One of the best client portals Ives used"

5/5

What do you like best about Assembly?

The user interface is fantastic, customer support is always on top of it, client communication is seamless, payment processing is easy, and overall the design is modern and sleek which matters to our clients. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I haven’t noticed any downsides to using copilot, maybe something that could help is automations with messages! Review collected by and hosted on G2.com.

Angeli K.

agency owner

Small-Business (50 or fewer emp.)

4/24/2025

"Great Client Portal"

4/5

What do you like best about Assembly?

love the digital signatures for contracts as well as the built in forms Review collected by and hosted on G2.com.

What do you dislike about Assembly?

i dont love how to form responses look when downloaded. it doesn't export properly most of the time. would be good to have a pdf version as well. Review collected by and hosted on G2.com.

Rick U.

Owner/Director

Design

Small-Business (50 or fewer emp.)

12/27/2024

"Streamlined Client Portals Made Simple with Copilot"

5/5

What do you like best about Assembly?

I love how easy Copilot makes it to set up and use client portals. Everything is in one place—messages, files, integrations, customization, etc—which keeps things super organized. It’s simple to use and looks really professional for clients. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I wish I could use my own payment processor instead of being limited to the built-in options. It would make billing more flexible and better suited for my needs. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

12/18/2024

"Nicely customizable client facing portal"

4/5

What do you like best about Assembly?

I like that I can choose which apps to have available to my client and can create custom pages based on my needs. The client facing side feels personal to my business - I don't have to tell someone to ignore a section because it doesn't apply, I can just eliminate it and include what I want. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I wish the tasks section was a bit more interactive so that I could use it more like a client request type system to request documents and so forth. I'm hoping this will be expanded in the future, but I'm managing with the workarounds by combining tasks with forms for now. Review collected by and hosted on G2.com.

Sheila C. S.

Owner

Small-Business (50 or fewer emp.)

2/11/2025

"Copilot is perfect for my business!"

4.5/5

What do you like best about Assembly?

As an sole proprietor, I was looking for software that is easy to learn, simple to build out and also provides the necessary support for my business needs; Copilot meets all the criteria. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I had a difficult time with learning the transition of excel reports at first. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

7/28/2025

"Easy to use"

4/5

What do you like best about Assembly?

After trying many platforms, Copilot has been the easiest to manage everything. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I don’t love the client dashboard interface. Review collected by and hosted on G2.com.

Response from Jordan Wechsler of Assembly

edit

Thanks so much for your kind words and for highlighting how easy Copilot has been to use for managing everything—this means a lot to our team!

As for your client dashboard interface, we'd love to try to make your experience as positive as possible. The good news is that Copilot's client portals are highly customizable, so there’s a lot of flexibility to tailor the experience to your brand and your clients’ needs. If you'd like help optimizing the dashboard or learning more about customization options, feel free to reach out to us at support@copilot.app—we’d love to assist.

Thanks again!