Assembly Reviews & Product Details

Having the freedom to add so many integrations into our client portals is game changing for my advertising agency. Client satisfaction has gone through the roof. Review collected by and hosted on G2.com.

I think there could be some cool updates for themes and design. Review collected by and hosted on G2.com.

While this may not be the most important feature, the fact that you can link a Stripe account to Portal and instantly set up recurring subscription billing along with one-off invoices is a great time saver and simplifies what is normally a clumsy process. I like that I can go in and pre-configure a new client account, create a custom welcome message, add forms and files, and THEN send an invite to the client so that onboarding starts as soon as they log in. Review collected by and hosted on G2.com.

I think they are working on this but adding more integrations is their path to increasing its utility. If I had to nitpick, I would say that when I write a message to a client, and I want to add a blank line, it sends out the message (I think it does), and then after adding a blank line, I start to write again - I am not sure that all gets combined into a single message or if it ends up going out as two messages. Review collected by and hosted on G2.com.

Copilot is a one-stop place for our clients to access documents, communicate, stay up to date and receive round-the-clock support through a help desk. Review collected by and hosted on G2.com.

Eagerly awaiting the new email messaging function to have better communication with clients who prefer to speak via email. Review collected by and hosted on G2.com.

Super easy to use, very self-explanatory. Great features and Integrations (e.g. Databox) Review collected by and hosted on G2.com.

That its only available in english so far. Would like to use it in several languages. Review collected by and hosted on G2.com.

Being able to have clients easily login and set up subscription payments/invoices directly linked to my Quickbooks. Review collected by and hosted on G2.com.

The only downside is Portal is a little bit newer so integrations are slowly trickling in until everyone finds out how awesome the software is. Update 11-17-2022: Many new integrations are available including Zapier! Review collected by and hosted on G2.com.

The ability to sign documents directly within the portal. Review collected by and hosted on G2.com.

The in house conditional forms isn't available, but copilot addresses the issue with integrations with companies like Jotform and Typeform. Review collected by and hosted on G2.com.

Seamless Integration, Amazing Value, Responsive Support Team Review collected by and hosted on G2.com.

No dislikes at the moment. New product to market, so it may not have all the features you would expect from a more advanced product. Current features are well-thought-out and implemented and fit perfectly for small to medium-sized businesses and startups. Review collected by and hosted on G2.com.

I really like how it's an all-in-one solution for collaborating with my clients. The custom-branded portal makes it look professional as well. Review collected by and hosted on G2.com.

Better support would be nice. Can't find a support button anywhere on the website and had to do some serious digging.. I shouldn't have to go through hoops to get help. Review collected by and hosted on G2.com.

I love the UI and how modern the portal is. A lot of others like Clinked or stock portal in practice management software are not user-friendly and they don't flow well. But most of all, I love how responsive and open the team is to their client base. Marlon and Neil really care about what the clients want and prioritize user feedback over all. They're the kind of guys you'd like to grab a beer with, because they're so approachable and cool. Review collected by and hosted on G2.com.

This is just me being nit-picky but I wish there was a bit more control over the portal. I'd like to be able to remove message channels and be able to change the email for my clients if need be. I think more granular control and customization would solve these issues for me.

I'd also like to have the ability to connect a single user to multiple different "companies." Review collected by and hosted on G2.com.

My absolute favourite part about portal is the incredible ease of use. I was setting it up for our company in a few minutes, something which would take hours in other programs! Review collected by and hosted on G2.com.

There are a few limitations that you meet with portal, due it's simplicity it's not possible yet to do some specific things out of the box. Customisability is also very limited and can not be changed. Review collected by and hosted on G2.com.