Copilot keeps all my clients in one place, and each one has their own branded portal. That setup makes it simple to manage messages, invoices, files, and forms without constantly switching between different tools. Having a dedicated, well-organized space for each client streamlines my workflow, keeps communication clear, and helps create a more professional experience for both me and my clients. Review collected by and hosted on G2.com.

I wish the plans were a little cheaper, but either way, I really love the platform. Review collected by and hosted on G2.com.

Automation, pipelines, team clarity now! Review collected by and hosted on G2.com.

Limited customization, reporting depth ability to edit invoices. Review collected by and hosted on G2.com.

I use Assembly as a client portal for my bookkeeping business and it provides an encrypted environment to share confidential financial information. I like that it consolidates everything, including payments and contracts, in one place. I'm glad I can have the payment processing fees be charged to my clients, which is crucial for maintaining my profit margin. Additionally, I appreciate the magic links feature because it prevents my customers from getting frustrated when they forget their passwords. I don’t want a software that frustrates my clients. Setting up Assembly went smoothly, especially because I watched Chloe’s YouTube videos. Review collected by and hosted on G2.com.

The services section of the billing app is a little clunky. It took me a few tries to delete and recreate services that were recurring instead of one-time. I didn’t realize that subscription items had to be listed as recurring when I created the service item. Review collected by and hosted on G2.com.

It’s easy to use, with a simple, easy-to-navigate interface. The client portal looks professional and does a great job of bringing many items together in one place. I also find the custom visibility by company/client very helpful for controlling who can see what. Review collected by and hosted on G2.com.

I’d love to see some additional functionality, such as automated task reminders and more robust native automations. That said, it seems the team is already working on these improvements and will roll out solutions as soon as possible. Review collected by and hosted on G2.com.

I really like the flexibility that Assembly offers. There's the concept of having apps and tailoring workflows for individual customers. The automations that Assembly provides are really unmatched. We were previously doing everything via email, which was driving us nuts. The setup process was super simple and self-explanatory, helped by the community hub and responsive support. It was up and running in like an hour, which was great. Review collected by and hosted on G2.com.

I've been having some trouble with the Google Drive app so far. But I think it's user error. I think there's a security setting on my side, but I'll say Assembly team, I'm gonna have a call with them tomorrow to actually get that sorted out. So, hopefully, it's just a small snag. Review collected by and hosted on G2.com.

I like Assembly for its deep customization and flexibility, allowing us to shape our portal and add whatever functionality we need with a reliable core. The integration with other platforms is also a huge plus for us. The initial setup was quick and seamless, and I appreciate that Assembly allows us to manage a large number of client messages efficiently, assign tasks, automate with Zapier, and include robust custom pages for live reports. Review collected by and hosted on G2.com.

Some clients struggle with how intuitive the UX is. There could be clearer buttons and iconography, especially surrounding messages and tasks. Review collected by and hosted on G2.com.

I find Assembly to be incredibly beneficial for managing CRM for employees. It offers a centralized place where employees can log in to access all company apps, which simplifies our workflow. I love the ability to have individual file storage and the automations are wonderful, such as automatically signing an NDA on sign-up. As a developer, I appreciate the API that allows me to add functionalities like signatures or messaging. The customer support is also commendable, plus they make it easy to sign a BAA. The initial setup was super easy and self-explanatory with great documentation. The overall value of Assembly led me to pay for a year right away, and I would rate it a 10 out of 10 for recommending to others. Review collected by and hosted on G2.com.

Customizing the client facing portal more would be about all I can think of. If it was possible to fully customize with CSS or even some themes it would be nice. It has some customization but not that much. Review collected by and hosted on G2.com.

I really appreciate how easy Assembly is to use and how intuitive the navigation feels. The UI is modern, clean, and well-designed, which makes daily work much smoother. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

I really like the ease of setting up Assembly. It was very straightforward, and I had everything set up in one day, which was amazing compared to another product we looked at that was hard to set up and understand. Assembly was extremely easy to understand, and there was no large learning curve. I also appreciate how it helps streamline the onboarding process for our clients, allowing them to get everything they need, like files, forms, and agreements, all in one place. They can even chat there, making it very useful. Review collected by and hosted on G2.com.

I would love if there were conditional forms in Assembly. Right now, you have to create a question for each possible situation, which can be cumbersome. I'd also love if the workflow was conditional, like if a certain agreement was sent in order because a specific service was selected. Review collected by and hosted on G2.com.

I love that Assembly allows me to message my client, send files, contracts, or invoices, and manage the admin side of my design business all in one tool. The setup was so easy I had everything ready in less than thirty minutes. Having it all in one tool lets me quickly find information instead of scrambling across different platforms. It's more professional for my solo-business model to have a client portal, giving me peace of mind. I also appreciate that I can start with the Starter plan and plan to upgrade to use my custom domain once I have more clients. The seamless integration with my website for the client portal is a bonus. Review collected by and hosted on G2.com.

I wish Assembly had an iOS app for clients and for me to access so I could have the experience of my dashboard optimized to my mobile device instead of a mobile web experience. I would prefer to have push notifications and native widgets. I’m a native app power user but it’s so helpful having admin tools in an app than being limited to the web. Review collected by and hosted on G2.com.