Assembly Reviews & Product Details

It's perfect for organizing my clients data, contract signing and creating easy-to-use recurring payments for clients. My client's are enjoying having one go-to place to message me, organize files and review their payment details. We also LOVE how simple it is to implement and integrate with each new client. We use it for every single client - it's part of our standard onboarding practice at this point. Review collected by and hosted on G2.com.

I wish there was an app for both me and my clients to make it that much more convenient to use - especially for things like messaging and receipt/file uploads. Review collected by and hosted on G2.com.

I appreciate Assembly for the ease with which it allows us to share client-sensitive information securely with our partners. This capability not only ensures compliance but also grants our customers peace of mind knowing their information is handled safely. I also admire the excellent support provided by Assembly, which made setting up the platform straightforward and hassle-free. The training and demonstrations were thorough, making it easy for us to navigate and utilize the platform effectively from the start. Additionally, I find it incredibly useful to be able to share one client's information with multiple vendors simultaneously. This feature significantly streamlines our communication and operational processes. Moreover, the ability to integrate Assembly with other software like Make and HubSpot enhances its utility and adds great value to our workflow. Overall, these features are critical to our operations, and I especially value how Assembly facilitates secure and efficient data handling. Review collected by and hosted on G2.com.

I don't like the lack of a 'download all' function. Review collected by and hosted on G2.com.

I have been using Copilot for 3 years primarily for managing my own client portal and my clients' portals. I appreciate the ease of use, which greatly enhances my user experience right from the setup process, which was straightforward. The support team is outstanding, as they responded to my queries quickly, providing a smooth onboarding experience. I value the HIPAA compliance feature, ensuring high standards of data protection, which is crucial for handling sensitive information. The file storage is slick, and the internal messaging feature is incredibly useful, allowing me to keep everything together without needing to resort to email communications constantly. I find the integration with external services like Make beneficial for my workflow, which offsets the limited task automation capabilities. Furthermore, I utilize integrations with services like Zapier and Google Slides, making Copilot a versatile tool in my software suite. Overall, the combination of ease of use, excellent support, compliance, and efficient communication and storage features make Copilot a preferred choice, culminating in me recommending it highly, scoring a 10 on a likelihood scale. Review collected by and hosted on G2.com.

The task automations in Copilot are limited. I wish there were more internal integrations available. Review collected by and hosted on G2.com.

I love how Copilot offers a customizable portal that keeps clients updated effortlessly and gives them confidence in our service. The platform's flexibility is impressive, especially with its wide range of customization options that suit our needs perfectly. I appreciate the seamless setup process, which was efficient and quick, taking only twenty minutes to onboard. The file management system is fantastic, and I enjoy the convenience of handling payments directly through the platform. Messaging clients in one unified space is a great feature. Additionally, the ability to connect custom apps and automate processes using tools like Zapier enhances our workflow significantly. Review collected by and hosted on G2.com.

I think the ability to have more app integrations natively would be nice. Review collected by and hosted on G2.com.

{"I appreciate having a centralized place for tasks, files, and everything client-related, simplifying communication and organization within my team.","I find that Copilot helps make team interactions smoother with less need for tracking threads.","The straightforward and uncomplicated setup was a pleasant experience when starting with Copilot.","The DS assembly bot that allows feeding information to create tasks is super helpful for maintaining task completion and accountability."} Review collected by and hosted on G2.com.

{"The website's interface seems outdated and resembles an earlier version of Notion, which could benefit from a more modern look.","The forms aspect feels basic and lacks depth in UX design, which may not fully meet my needs for smoother operation.","An in-depth invoicing feature is missing, and having this could improve the experience significantly.","There isn't a mobile app, which limits accessibility for team members who are often on the go and might not always have computer access.","Pricing could be better with a need for cheaper options to make the service more accessible."} Review collected by and hosted on G2.com.

Copilot is a perfect fit for our needs, successfully doing everything we require after our product failure. I am impressed by how quickly you can launch with it, making it a powerful sales enablement tool that streamlines account management and reduces meeting needs, allowing us to operate more efficiently. The ability to store and share files, message, and sell services is immensely useful. Customer service is brilliant, which is a significant factor in wanting to repurchase. Review collected by and hosted on G2.com.

I find the setup process of Copilot to be fairly clunky, particularly when trying to master workflows and detailed parts of the system. It doesn’t feel like it’s 100% self-service, which makes it challenging without external help. Additionally, there are minor issues like pictures not updating immediately and a few bugs that need addressing. Although these are small friction points, they are somewhat annoying. Review collected by and hosted on G2.com.

I love the features in assembly. I love the simplicity for my clients and the options available even on the lowest paid tier. Review collected by and hosted on G2.com.

I have a few things I wish were features but they are small items. One of them being automated tasks, a forward and backwards arrow when I am in files in a folder instead of going out and back in again and an audit log of when magic links are sent for each person. Review collected by and hosted on G2.com.

I like what clients love about Assembly. Clients always compliment how professional I look. I also find the integrations with Google Sheets and Looker Studio very useful because they allow me to provide custom reporting to clients outside of QuickBooks. Review collected by and hosted on G2.com.

The time tracking and tasks are a little basic for my needs, but they have other integrations that may work that I haven't used yet. Review collected by and hosted on G2.com.

I like the ability to integrate third-party applications in Assembly. It allows us to create customized forms and workflows, leveraging the data from Assembly. Review collected by and hosted on G2.com.

The forms and workflows within Assembly are limited. They're relatively new and workflows only work with a limited number of apps. There was a bit of a learning curve, especially with setting up custom domains. Review collected by and hosted on G2.com.

I appreciate Copilot for being a smooth and integrated platform that seamlessly incorporates with our systems. It's incredibly easy to set up, particularly with third-party embedding which is very useful. The live reporting and file access save our team extensive admin work by allowing clients to locate data independently. The chat function enables clients to contact us quickly, enhancing communication. Review collected by and hosted on G2.com.

I find that managing workspaces for different clients on the back end of the portal can become quite cumbersome. The embed and app section tends to get busy because different clients have different services. It would be much more efficient if I could switch between clients more easily when setting up the portal. Review collected by and hosted on G2.com.