Assembly Pricing Overview

Copilot is the best portal/practice management tool out there at the price point. Its one of the very few options that has such a packed feature set, automated invoicing, payment processing, workflows, and much more.

You can easily prompt new clients to sign up via an easy link - you can also easily and beautifully customize everything to match your brand colours and style. If you're starting out, and you're unsure of who to pick, choose Copilot. You can't go wrong. Review collected by and hosted on G2.com.

The drawback to Copilot is that the payment processing fees appear to be quite high, potentially higher than using Stripe directly yourself. As a result, I think using Copilot for payments might not be ideal. 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.