Assembly Reviews & Product Details

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 appreciate how they bring together the various processes I rely on to manage a large number of clients. They provide nearly all the solutions I need to centralize my practice, while also meeting important standards for security, client experience, and office management. In some respects, I feel they even help me stay ahead of others in my field. Review collected by and hosted on G2.com.

Although they offer great solutions for workarounds on features that they do not have, I'm hoping that they are able to implement Rich text and HTML, for the client facing side of the secure portal. Review collected by and hosted on G2.com.

I genuinely appreciate Copilot's intuitive and easy-to-use interface, which simplifies navigation and ensures that the most essential functions are readily accessible without overwhelming me with too many options. This simplicity, paired with its ability to create a seamless and cohesive client experience, has significantly alleviated my stress by minimizing back-and-forth communications and efficiently managing assets and tasks. The task management feature is especially helpful, allowing me to assign tasks with due dates and notes, keeping everything organized and transparent. I am also impressed by how easily I can upload and manage files through Copilot, making it a valuable hub for my clients to access all necessary materials in one place. The software's flexibility allows customizations and integrations, such as embedding calendars for scheduling and leveraging Asana for task management, which enhances its utility. Lastly, I love the ability to develop custom apps within Copilot, making it a versatile tool that adapts to my unique business needs. Review collected by and hosted on G2.com.

I notice that Copilot can be slow at times, specifically the load speed when navigating through some pages, which can take a couple of seconds. For someone like me, working in a fast-paced environment, having it load instantaneously would be beneficial. Review collected by and hosted on G2.com.

It's so simple to use! I love the ability to chat with the clients and have a central place for all client tasks, contracts, forms, files, and invoices. Makes things so much easier when sending a link to them. Review collected by and hosted on G2.com.

The price is a little high for what it is... Features I'd like to have that would make it more valuable to me:

- Ability to edit contracts in the software so I don't have to re-upload a new one every time I notice a mistake

- Ability to send a contract and payment in ONE link then it creates or updates a client in the CRM, so I can make things easy to onboard new clients. Review collected by and hosted on G2.com.

I love the ease of which my clients can see and navigate all essential documents for our project. As a website and graphic designer, we are constantly working on projects for existing and new clients. Each project comes with needs for contracts, signatures, approvals, and more. With copilot, our clients can see all of their tasks in one place- with deadlines! Plus, it makes it so much more convenient to go back and find important information with it all being right there. Review collected by and hosted on G2.com.

I wish that Copilot's forms and contracts features were a little more intuitive. Instead of having to upload a document, or start from scratch each time, it would be great if they were a little quicker to use. Review collected by and hosted on G2.com.

Before Copilot, we were utilizing so many different platforms with our clients. Copilot has brought all communication into one centralized hub where we can share files, forms, links, and contracts, without having to bog the client down with additional platforms. This platform has been a lifesaver for our client success team!

It was also so easy to set up and integrate into our day-to-day. The customer support was there to help us with implementation each step of the way.

I can't wait for us to keep growing with Copilot! Review collected by and hosted on G2.com.

I would love to see more feature rollouts, especially an iOS or Android app! Our clients have mentioned how they are on the go a lot, so they would love to be able to easily access their copilot hub without having to utilize their browser. Review collected by and hosted on G2.com.

Copilot keeps all of my clients in one place, each with their own branded portal. This makes it easy to manage messages, invoices, files, and forms without switching between different tools. Having dedicated, organized spaces for each client streamlines my workflow, keeps communication clear, and creates a more professional experience for both me and my clients. Review collected by and hosted on G2.com.

There are a few bugs that I encounter from time to time, one of them being that when I reply to a message directly from my email, it includes timestamps, which doesn’t look professional. 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.