Assembly Reviews & Product Details

Assembly is a great product! It is very user friendly. Creating an account for my accounting firm was simple and quick. My clients also have found it very easy to use. It also offers great customer support through its resources and the response of the Assembly support team. Review collected by and hosted on G2.com.

I would love if it integrated with other systems that I use like QuickBooks. Review collected by and hosted on G2.com.

I love the ease of which my clients can see and navigate all essential documents for our project. As a website and graphic designer, we are constantly working on projects for existing and new clients. Each project comes with needs for contracts, signatures, approvals, and more. With copilot, our clients can see all of their tasks in one place- with deadlines! Plus, it makes it so much more convenient to go back and find important information with it all being right there. Review collected by and hosted on G2.com.

I wish that Copilot's forms and contracts features were a little more intuitive. Instead of having to upload a document, or start from scratch each time, it would be great if they were a little quicker to use. Review collected by and hosted on G2.com.

I love how customizable their client portal is. I can make it feel like my clients are immersed in my brand. Review collected by and hosted on G2.com.

I wish there was a package option between the first and second tiers. I feel like it may be a while before I can upgrade, Review collected by and hosted on G2.com.

After conducting extensive research to identify a reliable external portal with the right capabilities, I selected Co-Pilot—and I couldn’t be more pleased with the choice. It offers far more features than comparable platforms while remaining extremely user-friendly, making it an excellent fit for the company. I especially love the many updates and new features added over the past year, along with the ability to integrate externally designed pages through iframes, which allows for a seamless, flexible, and highly customizable experience. Review collected by and hosted on G2.com.

To be able to have customization on the home page Review collected by and hosted on G2.com.

I really like the aspect of customization in Assembly and having everything in one place. It's also easy to use for my clients, which is great. Review collected by and hosted on G2.com.

File management is a little unclear on how much storage is used/free. The download status shown is causing confusion for my clients. The login with SSO is causing problems for clients in different companies with different emails for each company. Review collected by and hosted on G2.com.

None. The initial wow and ease of use of the platform does not support deeper customization. Review collected by and hosted on G2.com.

There is very limited customization that is available in the platform. There is no public roadmap of features and support is limited (late replies and when they do reply only confirm that features are not available). Review collected by and hosted on G2.com.

We love the ability to customize the portal for each client. Review collected by and hosted on G2.com.

Some improvements could be more native integrations, ability to toggle multiple instances of an app integration, embeds for Notion and Google to work Review collected by and hosted on G2.com.

I like how easy Assembly's interface is to navigate. It helps with easier client communication and file storage. The initial setup was relatively easy, I'd rate it a 3/10 in terms of difficulty. Also, I use it with my digital solutions agency, Veramind, particularly for client portal messaging, file upload, Calendly integration, task updates, and more. Review collected by and hosted on G2.com.

I wish there was an integrated tool for marketing or website analysis. Also, possibly a direct display for my Stripe dashboard that I could connect. Review collected by and hosted on G2.com.

Before Copilot, we were utilizing so many different platforms with our clients. Copilot has brought all communication into one centralized hub where we can share files, forms, links, and contracts, without having to bog the client down with additional platforms. This platform has been a lifesaver for our client success team!

It was also so easy to set up and integrate into our day-to-day. The customer support was there to help us with implementation each step of the way.

I can't wait for us to keep growing with Copilot! Review collected by and hosted on G2.com.

I would love to see more feature rollouts, especially an iOS or Android app! Our clients have mentioned how they are on the go a lot, so they would love to be able to easily access their copilot hub without having to utilize their browser. Review collected by and hosted on G2.com.

I like how user-friendly the interface of Assembly is, both for me and my clients. All of my clients have onboarded and find it really easy to use. I love that Assembly allows me to introduce different modules and personalize the platform for my specific business needs. Review collected by and hosted on G2.com.

I wish there was a way to know when's the last time I communicated with a client or have a better way to kinda, like, see what I need to keep on top of, that would be helpful. Review collected by and hosted on G2.com.