Assembly Pricing Overview

I love how many apps you can integrate into the portal, along with its clean and user-friendly design. During a trial run, I tested three platforms simultaneously to find the best client portal for both my clients and myself. My priorities were ease of use on the client side, simplicity on the backend for building and providing mockups, and the ability to add accessible order forms.

Copilot stood out as the best option. It offered the most features and integrations while maintaining a clean, intuitive interface—unlike the more overwhelming alternatives. We seamlessly integrated our existing order form through Jotform, making it easily accessible within the client portal. While we’re still getting familiar with the platform, I’m confident that Copilot will be the easiest to train my team on and the best fit for our needs. Review collected by and hosted on G2.com.

At this point, I don’t have many dislikes about Copilot—just a few suggestions that could help my team. A fully customizable order form that can be built directly into the portal would be a great addition, as well as continuing to expand the available integrations.

One idea is an app specifically for team members (not clients), but I don’t think that’s a critical need right now and could potentially introduce bugs or complications. For now, bookmarking Copilot on my home screen has worked seamlessly and been easy to use. Review collected by and hosted on G2.com.

I appreciate the client management and messaging feature that Copilot offers as they enhance communication efficiency. The platform is professional, which leaves a good impression on clients, and it has comprehensive all-in-one features. Though not utilized extensively, I see the potential of the knowledge base for client training. Review collected by and hosted on G2.com.

I find the setup process for Copilot to be quite challenging and not as user-friendly compared to other tools like Bonsai. The inability to manually reorder tasks is frustrating, as it requires adding tasks in reverse order to display them correctly. The biggest shortfall, however, is the payment collection system. Being in Canada and billing clients in US dollars should be straightforward, as it is with other services I use, but with Copilot, it becomes a complex issue. The initial setup with my Stripe account led to rejected deposits because Copilot did not handle the currency correctly, forcing me to reconfigure it to Canadian dollars. This limitation has rendered the invoicing feature essentially useless for my needs. Additionally, the integration issues with QuickBooks further complicate billing, as I cannot seamlessly manage US dollar transactions. The high subscription cost of Copilot feels unjustified when the key features like invoicing do not work for my international billing needs. Review collected by and hosted on G2.com.