--- title: Assembly Reviews meta_title: 'Assembly Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 325 reviews by the users' company size, role or industry to find out how Assembly works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 325 scale: '5' date_modified: '2026-08-08' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 325 ## About Assembly Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ## Assembly Pros & Cons **What users like:** - Users find the **ease of use** of Assembly exceptional, streamlining client information presentation and management. (147 reviews) - Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort. (80 reviews) - Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product. (75 reviews) - Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient. (73 reviews) - Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively. (72 reviews) - Users appreciate the **professional look and comprehensive service delivery** of Assembly, enhancing client satisfaction significantly. (71 reviews) - Easy Integrations (60 reviews) - User Interface (60 reviews) - Customization (57 reviews) - Simple (57 reviews) **What users dislike:** - Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality. (96 reviews) - Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability. (66 reviews) - Users desire more **customization options** for the portal, wishing for full CSS control and theme selections. (47 reviews) - Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development. (44 reviews) - Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software. (33 reviews) - Expensive (26 reviews) - Limited Functionality (26 reviews) - Access Limitations (25 reviews) - Difficult Customization (17 reviews) - Lack of Customization (17 reviews) ## Assembly Reviews ### 1. Easy to Use, Quick to Implement, and Perfectly Centralized for Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Assembly?** Ease of use, ease of implementation, customization, everything for my clients is centralized. **What do you dislike about Assembly?** I wish it had a change request - approval or tracker **What problems is Assembly solving and how is that benefiting you?** Centralized communication for clients, centralized hub, centralized control. We integrated figma and monday, its great for management! **Official Response from Jordan Wechsler:** > Thank you for the thoughtful review! We're thrilled that Assembly has made implementation easy and given you a truly centralized hub for your clients. It's also great to hear the Figma and Monday integrations are working well for your team. Your point about a change request approval/tracker is a good one. We're working on something that may help you build this, so hopefully Assembly will be even better for you! Thanks again for being part of the Assembly community! ### 2. Simple, Clean Interface That’s Easy to Manipulate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Assembly?** the client side interface is simple, clean and aesthetically pleasing. It's also very easy to manipulate quickly which is a big plus! **What do you dislike about Assembly?** The tasks function could do with some work, reordering tasks and working better with longer process projects **What problems is Assembly solving and how is that benefiting you?** CRM predominantly, keeping clients connected to their projects in one location ### 3. Secure Data Sharing Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel C. **Reviewed Date:** October 23, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** I don't like the lack of a 'download all' function. **What problems is Assembly solving and how is that benefiting you?** I use Assembly to securely share sensitive information, ensuring compliance and providing our customers peace of mind. It streamlines data sharing with multiple vendors simultaneously, enhancing our operational efficiency. **Official Response from Jordan Wechsler:** > Hi Gabriel, Thank you so much for sharing your thoughtful review! We’re thrilled to hear that Assembly has made secure data sharing simpler and more efficient for your team. It’s wonderful to know our compliance-focused approach, vendor-sharing features, and integrations with tools like Make and HubSpot are helping streamline your workflows. We also really appreciate your kind words about our support and training—our team takes great pride in ensuring every customer feels confident and supported from day one. Your feedback about adding a "download all" feature is noted and valuable; I'd love to know more if you could share it. Feel free to reach out to support@assembly.com to see if we can help. Thank you again for trusting Assembly to safeguard your data and empower your operations! ### 4. Everything for Clients in One Place—A Great Client Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Assembly?** That everything for my clients are in one place. Makes client experience great **What do you dislike about Assembly?** Wish there was a native phone app that provided push notifications **What problems is Assembly solving and how is that benefiting you?** It runs everything for my business in one place with a monthly price **Official Response from Jordan Wechsler:** > Thank you so much for the kind words, we're thrilled that having everything for your clients in one place is making the client experience great. That's exactly what we're building toward. We don’t have a native mobile app, but clients can add a shortcut to our mobile web app on their home screen! Thanks again for running your business on Assembly. We're grateful to have you. ### 5. Copilot: Easy Setup, Great Support, and HIPAA Compliant **Rating:** 5.0/5.0 stars **Reviewed by:** Brian R. **Reviewed Date:** October 22, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** The task automations in Copilot are limited. I wish there were more internal integrations available. **What problems is Assembly solving and how is that benefiting you?** Copilot ensures HIPAA compliance and offers ease of use, effective file storage, and internal messaging, reducing the need for constant emails. **Official Response from Jordan Wechsler:** > Hi Brian, Thank you so much for sharing your thoughtful review and for being part of our community for the past three years! We’re delighted to hear that you’ve had such a positive experience. It’s wonderful to know that our platform’s HIPAA compliance, secure file storage, and internal messaging have helped streamline your workflows and simplify communication. We also appreciate your feedback on task automation and integrations. Expanding our automation capabilities and ecosystem of integrations is an area we’re continuously working to improve, and your insights help shape those priorities. Thank you again for your trust and support—we’re honored to partner with you and look forward to continuing to help your business grow! ### 6. Seamless Client Communication with Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Aminafy T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** I think the ability to have more app integrations natively would be nice. **What problems is Assembly solving and how is that benefiting you?** I use Copilot to provide clients a personalized portal, enhancing communication and access to updates, files, and payments, ensuring confidence and convenience. **Official Response from Assembly Marketing Team:** > Hi Aminafy, Thank you for such a detailed and thoughtful review! We’re thrilled to hear how Copilot has made client communication, file management, and payments easier for your team while giving your clients a seamless and personalized experience. It’s also great to know the setup was quick and that tools like Zapier have helped you automate workflows. We really appreciate your feedback on integrations — expanding our native options is an ongoing priority, and input like yours helps guide what we build next. Thanks again for sharing your experience and for trusting Copilot to support your client relationships. ### 7. Centralized Client Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Atlas A. **Reviewed Date:** October 17, 2025 **What do you like best about Assembly?** {"I appreciate having a centralized place for tasks, files, and everything client-related, simplifying communication and organization within my team.","I find that Copilot helps make team interactions smoother with less need for tracking threads.","The straightforward and uncomplicated setup was a pleasant experience when starting with Copilot.","The DS assembly bot that allows feeding information to create tasks is super helpful for maintaining task completion and accountability."} **What do you dislike about Assembly?** {"The website's interface seems outdated and resembles an earlier version of Notion, which could benefit from a more modern look.","The forms aspect feels basic and lacks depth in UX design, which may not fully meet my needs for smoother operation.","An in-depth invoicing feature is missing, and having this could improve the experience significantly.","There isn't a mobile app, which limits accessibility for team members who are often on the go and might not always have computer access.","Pricing could be better with a need for cheaper options to make the service more accessible."} **What problems is Assembly solving and how is that benefiting you?** I find Copilot centralizes tasks and client data, improving team communication and reducing tracking issues, making workflows smoother. ### 8. Highly Effective Sales Tool with Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Sam G. **Reviewed Date:** October 16, 2025 **What do you like best about Assembly?** Copilot is a perfect fit for our needs, successfully doing everything we require after our product failure. I am impressed by how quickly you can launch with it, making it a powerful sales enablement tool that streamlines account management and reduces meeting needs, allowing us to operate more efficiently. The ability to store and share files, message, and sell services is immensely useful. Customer service is brilliant, which is a significant factor in wanting to repurchase. **What do you dislike about Assembly?** I find the setup process of Copilot to be fairly clunky, particularly when trying to master workflows and detailed parts of the system. It doesn’t feel like it’s 100% self-service, which makes it challenging without external help. Additionally, there are minor issues like pictures not updating immediately and a few bugs that need addressing. Although these are small friction points, they are somewhat annoying. **What problems is Assembly solving and how is that benefiting you?** I use Copilot to eliminate the need for meetings and account management, enabling scaled service delivery and reducing workload, thereby acting as a sales enablement tool. ### 9. Great Features and Simplicity, LOVE this for my business **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica T. | Accountant/ bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Assembly?** I love the features in assembly. I love the simplicity for my clients and the options available even on the lowest paid tier. **What do you dislike about Assembly?** I have a few things I wish were features but they are small items. One of them being automated tasks, a forward and backwards arrow when I am in files in a folder instead of going out and back in again and an audit log of when magic links are sent for each person. **What problems is Assembly solving and how is that benefiting you?** Assembly is keeping all my clients and I organized, it is an all in one place for my clients to communicate with me and have documents e-signed which is a must for me. ### 10. Impressive Client Portals, Easy Assembly Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen C. **Reviewed Date:** February 13, 2026 **What do you like best about Assembly?** I like what clients love about Assembly. Clients always compliment how professional I look. I also find the integrations with Google Sheets and Looker Studio very useful because they allow me to provide custom reporting to clients outside of QuickBooks. **What do you dislike about Assembly?** The time tracking and tasks are a little basic for my needs, but they have other integrations that may work that I haven't used yet. **What problems is Assembly solving and how is that benefiting you?** I use Assembly for client portals, file handling, and integrating external data sources for custom reporting, which is incredibly helpful. ### 11. Empowers Customization but Needs Workflow Expansion **Rating:** 5.0/5.0 stars **Reviewed by:** Colin S. **Reviewed Date:** February 17, 2026 **What do you like best about Assembly?** I like the ability to integrate third-party applications in Assembly. It allows us to create customized forms and workflows, leveraging the data from Assembly. **What do you dislike about Assembly?** The forms and workflows within Assembly are limited. They're relatively new and workflows only work with a limited number of apps. There was a bit of a learning curve, especially with setting up custom domains. **What problems is Assembly solving and how is that benefiting you?** Assembly lets us build custom apps, integrating 3rd party apps to create customized forms and workflows. ### 12. Integrated Client Portal Enhances Agency Productivity **Rating:** 4.5/5.0 stars **Reviewed by:** Charlie L. **Reviewed Date:** September 10, 2025 **What do you like best about Assembly?** I appreciate Copilot for being a smooth and integrated platform that seamlessly incorporates with our systems. It's incredibly easy to set up, particularly with third-party embedding which is very useful. The live reporting and file access save our team extensive admin work by allowing clients to locate data independently. The chat function enables clients to contact us quickly, enhancing communication. **What do you dislike about Assembly?** I find that managing workspaces for different clients on the back end of the portal can become quite cumbersome. The embed and app section tends to get busy because different clients have different services. It would be much more efficient if I could switch between clients more easily when setting up the portal. **What problems is Assembly solving and how is that benefiting you?** Copilot solves live reporting and file access issues, saving us significant admin work. Clients can find data or designs without emailing us, enhancing efficiency. Clients also appreciate the portal, and features like third-party embedding and chat functionality improve communication. **Official Response from Assembly Marketing Team:** > Hi Charlie, Thank you for sharing such a thoughtful review! We’re glad to hear that Copilot has made it easier for your team to manage reporting, file access, and client communication. It’s great to know that features like live reporting, chat, and third-party embedding are helping reduce admin work and enhance your clients’ experience. We also really appreciate your feedback on managing workspaces and the embed/app section. We hear you—switching between clients should be more seamless, and this is an area we’re actively working on improving. Input like yours helps us prioritize the right updates so that Copilot continues to fit smoothly into the way agencies operate. Thanks again for trusting Copilot to support your team’s productivity—we’re excited to keep making the platform even better for you. ### 13. Great Client Portal Solution with a Smooth Setup Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jean-Paul D. | CEO - Founder, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Assembly?** They have a great solution for people that are looking to set up a client portal **What do you dislike about Assembly?** Not really I don’t have anything bad to say **What problems is Assembly solving and how is that benefiting you?** It’s made all of our clients journey is very straightforward and everything in one space ### 14. Copilot is one of the best softwares I've came across in a while. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2025 **What do you like best about Assembly?** Copilot makes the customer buying experience seamless. No more manual email back-and-forths — we save so much time, and every file is automatically organized by client. It’s been excellent. **What do you dislike about Assembly?** I think not being able to add another user for a flat fee is tough. The basic plan should really allow at least 2 users — jumping from 1 to 3 for an extra $150 per month feels like too big of a leap. Also, more app integrations are definitely needed. Right now, most of them are very similar in functionality. It would be great to see options like order tracking apps, quoting apps, and other tools that expand the platform’s capabilities. **What problems is Assembly solving and how is that benefiting you?** Copilot is mainly smoothing out the messy parts of your customer workflow. Instead of juggling long email threads, hunting for files, or losing track of revisions, everything for a client lives in one place automatically. That means: Time saved: no more back-and-forths trying to confirm which file is “final” or re-sending the same info multiple times. Clarity: every client has their own organized hub, so nothing gets misplaced. Consistency: processes run the same way across clients, which makes it easier to scale without chaos. **Official Response from Assembly Marketing Team:** > We really appreciate your review! It’s great to hear Copilot has helped create a smoother, more consistent experience for both your team and your clients. Your points on pricing and integrations are spot on — we know those areas are important, and feedback like yours helps us shape what comes next. Thanks for choosing Copilot! ### 15. Game-Changer for Client Onboarding – Copilot Delivers **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie A. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Assembly?** We’ve recently started using Copilot as our onboarding portal at 19 Six Media, and it’s been a game-changer. The platform is incredibly intuitive and easy to set up—perfect for creating a smooth, professional experience for new clients. What really stands out is the support team. For the trickier bits, their help has been fast, clear, and genuinely helpful. It’s rare to find a tool that balances ease of use with powerful features, but Copilot nails it. Highly recommend to any business looking to streamline their onboarding and deliver a seamless client experience. **What do you dislike about Assembly?** The only drawback we’ve found so far is the lack of native automations, which would make an already smooth process even more powerful. That said, the team at Copilot is actively working on this, and based on their responsiveness so far, we’re confident it’s coming soon. **What problems is Assembly solving and how is that benefiting you?** Copilot has solved a major gap in our client onboarding process by giving us a centralised, professional platform to manage communication, document sharing, and onboarding steps. It’s eliminated messy email chains, reduced back-and-forth, and created a far more polished experience for new clients. The ability to guide clients through a clear, branded portal has helped us make stronger first impressions and get projects moving faster with less friction. ### 16. Easy File Sharing and Communication, but Missing Simple Form-Building Features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Assembly?** This makes it very easy to communicate and send files back and forth throughout an engagement. Setup was simple and easy. **What do you dislike about Assembly?** Some simple features like being able to create a form using a table of questions and types. **What problems is Assembly solving and how is that benefiting you?** Client communication and engagement orchestration. **Official Response from Jordan Wechsler:** > Thanks for sharing your experience! We're glad file sharing and client communication are working well for you. Your feedback on form-building is really helpful. Depending on your needs, our team might help depending on your use case, but we hear you on wanting a more robust solution. If you'd like to share more about your specific needs, we'd love to learn more. Feel free to reach out to our team at support@assembly.com. ### 17. My 7.62 cents.. **Rating:** 4.5/5.0 stars **Reviewed by:** Shahn C. | Solo Prenure..., Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about Assembly?** I have used Assembly for a few years now. For me, it Centralizes documents and information which apeases my OCD. This also helps communication with my customers.. There things I would like adjusted, but Assembly is always doing just that. They continue to adapt to the current environment. **What do you dislike about Assembly?** I would like the task list to be customizable. I would also like to edit documents within the system, without having to download then re upload. **What problems is Assembly solving and how is that benefiting you?** Centralized documents and info. It brings organization. ### 18. Easy Client Portal Setup, But Needs More Customization Options **Rating:** 3.5/5.0 stars **Reviewed by:** Jolea G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2025 **What do you like best about Assembly?** I really appreciate how simple it is to create a client portal. This is especially helpful for someone like me who doesn't have much experience with website building or back-end coding. **What do you dislike about Assembly?** Just wish there was a way to customize the client home page, add a built in calendar of meetings and agendas **What problems is Assembly solving and how is that benefiting you?** It’s providing a one stop shop for all my clients. ### 19. Seamless, Smart, and Simple — The Client Portal Every Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel F. | Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Assembly?** This client portal has completely streamlined how we manage client communication and document sharing. It's intuitive and easy to navigate—not just for our team, but for our clients as well. The onboarding process was smooth, with clear guidance and helpful resources that made setup stress-free. What really sets this platform apart is the support team. They're responsive, genuinely helpful, and always professional. Anytime we’ve had a question, they've responded quickly with thoughtful solutions. It’s clear they care about their users' success. Overall, this portal has saved us time, reduced back-and-forth emails, and improved the experience for everyone we work with. Highly recommend it to any business looking for a reliable, user-friendly solution. **What do you dislike about Assembly?** I have zero dislikes. It is a unicorn for client portals. **What problems is Assembly solving and how is that benefiting you?** It is a one stop shop. I can communicate with my clients efficiently and share important documents securely. ### 20. Decent Tool, Needs Flexible Billing Options **Rating:** 2.0/5.0 stars **Reviewed by:** Brad H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** I find Copilot improves client communication through its messaging feature, allowing project managers to track all interactions without needing to be cc'd, enhancing team communication efficiency. **Official Response from Marlon Misra:** > Hey Brad, Copilot Co-Founder here! Thank you for taking the time to share such thoughtful and candid feedback. I’m so glad to hear that our client management, messaging features, and professional interface have enhanced your experience with both clients and your team. I also appreciate your clear notes on where the experience could be improved. While we may not be able to address every point right away, I’ve shared your feedback with our product team, and it will absolutely help guide our prioritization discussions for the coming quarters. Billing — especially for international transactions — is an area we aim to handle as thoughtfully and intentionally as possible. We understand the frustrations you’ve had with currency handling, invoicing, and integrations, and we’re committed to iterating on this experience to better support both domestic and international scenarios. As recently as 2 weeks ago, we updated our QuickBooks integration to make it more frictionless and robust, directly addressing pain points that customers like you have raised. Feedback like yours is exactly what helps make those updates possible. Thanks again for sharing your perspective. Customers like you play a huge role in helping us evolve Copilot into the best possible platform. I've also reached out to you via email in case you’d like to share any further thoughts now or in the future. — Marlon ### 21. Client portal/CRM experience is great!! **Rating:** 4.5/5.0 stars **Reviewed by:** James G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Assembly?** We love that our clients can communicate with us on one platform, pay bills, upload files, etc. and stay in the know about their projects. **What do you dislike about Assembly?** We are not tech people, so there have been some learning curves, but it is fairly easy! **What problems is Assembly solving and how is that benefiting you?** We have an unwieldy set of projects over several states, all of which have ongoing client communication needs and different requirements. This tool is helping us get our arms around those things while also letting us develop stronger communication and relationships with our clients and vendors. **Official Response from Jordan Wechsler:** > Thank you so much for your kind words! We’re thrilled to hear that Assembly has become a helpful hub for your client communication, project management, and collaboration across states. It’s great to know the platform is helping strengthen your relationships with clients and vendors—that’s exactly what we aim for! We also appreciate your feedback about the learning curve. We’re always looking for ways to make onboarding and setup even easier for every team, regardless of technical background. If you ever need tips or personalized guidance, our support team is always happy to help. Thanks again for being part of the Assembly community--we’re excited to keep growing with you! 🌟 ### 22. Integrated Document Signing and Invoicing That Streamlines Our Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2026 **What do you like best about Assembly?** Integrated document signing and invoicing. **What do you dislike about Assembly?** The document set-up is a little clunky compared to something like PandaDoc. It would be nice if tokens synced with a CRM so we could create document and customer data would pull in. **What problems is Assembly solving and how is that benefiting you?** No need for separate CRM and document tool. Pricing is comparable and enjoyable. Processing fees are also reduced for ACH payments. ### 23. Great tool. Not incredibly flexible, but very high functionality. **Rating:** 5.0/5.0 stars **Reviewed by:** Archer H. | Owner & Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about Assembly?** The functionality. The interface is smooth and the process of using everything is seamless. It's easy to understand. **What do you dislike about Assembly?** It only offers a fixed array of integrations. It's not super flexible on customization in terms of what you might want a portal to do for you. **What problems is Assembly solving and how is that benefiting you?** Copilot allows my clients to have one consolidated hub for all information. And for that, it is incredibly helpful. ### 24. Simplified Client Experience with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Renee C. **Reviewed Date:** October 08, 2025 **What do you like best about Assembly?** I love that Copilot is user-friendly with a clean and modern interface, making it simple to use without unnecessary complications. Its all-in-one functionality significantly improves client communication and task management. I also value the potential to customize the platform with custom apps for future scalability. **What do you dislike about Assembly?** I dislike the limitation regarding user additions, where adding more users requires upgrading to a larger plan or incurring additional costs. Also, I find the lack of a pre-existing or standard templatized project management system internally a drawback, as having such a feature would be game-changing. **What problems is Assembly solving and how is that benefiting you?** Copilot centralizes client communication and task management, simplifying project tracking and ensuring smooth client interactions. **Official Response from Assembly Marketing Team:** > Thank you so much for your thoughtful review! We’re really glad to hear that you’ve found Assembly intuitive and helpful for managing client communication and tasks; creating a clean, all-in-one workspace is exactly what we’re aiming for. We appreciate your feedback about user limits and built-in project templates. Your insights help guide how we prioritize improvements. Thanks again for sharing your experience—we’re excited to keep making Assembly even better for you and your clients! — The Assembly Team ### 25. Outstanding User Interface for Clients and Companies **Rating:** 5.0/5.0 stars **Reviewed by:** Dave R. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Assembly?** The user interface on both the client facing a company sides. **What do you dislike about Assembly?** Certain features like complex billing situations (i.e. deposits), are not available. **What problems is Assembly solving and how is that benefiting you?** Client communications are now streamlined. We have a log that can be retraced and audited. ### 26. User-Friendly Interface That Just Works **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia K. | Ceo, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Assembly?** The interface is user-friendly, and my clients can use it with ease. **What do you dislike about Assembly?** Nothing to report so far, as the system is still new to us. I should know more in about a month or so. **What problems is Assembly solving and how is that benefiting you?** Ez for distribution and e-signatures. Client can easily upload important documents and contact us via there portal. ### 27. Best portal/practice management tool for any freelancer. **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Easy file storage, so that you don't need to dig through emails with clients to find the documents you need. Creates an immediate sense of legitimacy and class around your business. ### 28. Very good app but could be cheaper **Rating:** 5.0/5.0 stars **Reviewed by:** Solomon Y. | CEO & MD, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2025 **What do you like best about Assembly?** I like copilot because of its extensive features that it includes and helps me run my business better and more effectively. For a startup, it’s a little expensive and wish there was a starter plan for cheaper with less clients. It’s got really good features that are really helpful and have had good client feedback about the app. **What do you dislike about Assembly?** The price is a big one for me and my startup because as a startup we don’t have much funds and not a lot of clients. A smaller plan would be helpful for us. **What problems is Assembly solving and how is that benefiting you?** Being able to easily manage all my customers and bots with the easy to use software. Also helps me not have to worry about managing billing. ### 29. Elevated crm experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jacki L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Assembly?** It offers everything I need to manage my clients and give them an elevated experience **What do you dislike about Assembly?** I wish more of the things I use on there were actually offered by the platform itself instead of using third party apps. Like trello. **What problems is Assembly solving and how is that benefiting you?** I wanted to be able to offer my clients a subscription based service, and copilot allows me to easily invoice automatically for that. I also wanted a portal where they could find all of their contracts, bills, and galleries in one place **Official Response from Assembly Marketing Team:** > Hi Jacki, Thanks for sharing your experience! We’re glad Copilot is helping you deliver a more elevated client experience by bringing invoicing, contracts, and files into one central portal. It’s great to hear the subscription billing feature has made it easier to manage recurring services. We also appreciate your note on third-party apps — expanding what can be done natively in Copilot is an area we’re continuing to focus on. Your feedback helps us move in the right direction. Thanks again for choosing Copilot! ### 30. intuitive, simple, and flexible. **Rating:** 4.5/5.0 stars **Reviewed by:** Recte Books . | Founder and Lead Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Assembly?** I like the simplicity of the platform. I am a solopreneur bookkeeper and I love tool that can help improve my process and the CX. But, I don't love spending hours learning new about how to use new platforms. Copilot was easy to set-up and onboard my first client in half a day. **What do you dislike about Assembly?** There are only a few customization option to make the space feel like your brand. They are adequate for sure, but room for improvement is definitely there. With that, I had to download an integration for to make a home screen for my clients portal. This seemed odd to me and the option itself was also basic. i would like to see more built-in functionality instead of everything being an integration. **What problems is Assembly solving and how is that benefiting you?** Getting stripe and the basic functionality for my needs ready to go in the a matter of a few hours was great. The main problem that copilot solves is improving the user experience for my clients. providing them a one-stop-shop to interact with my business and manage payments and files. ### 31. Amazing first experiences **Rating:** 4.5/5.0 stars **Reviewed by:** Juan Felipe I. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Assembly?** Copilot has been incredibly easy to set up and use from day one. Its intuitive interface made onboarding simple, and we were able to integrate it into our workflow without friction. I particularly appreciate how seamlessly it helps track and manage acquisition targets **What do you dislike about Assembly?** There are a few areas where Copilot could improve. For example, there isn’t as much flexibility in customizing views and reports as we’d like, especially when working with more complex use cases. Additionally, customer support response times could be a bit faster. **What problems is Assembly solving and how is that benefiting you?** Having a portal for our clients and team to have access ### 32. Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about Assembly?** I use Copilot as my client portal, and it’s been a game-changer for how I manage communication and document sharing with clients. The standout feature for me is how smoothly it handles file uploads and downloads—whether it’s sharing reports, receiving documents, or organizing files, everything is quick and seamless. From a client’s perspective, the layout is clean and super easy to navigate. Whether they're messaging me, accessing files, or reviewing contracts, everything is intuitive and well-organized. It’s made the entire collaboration process more efficient and professional for both sides. **What do you dislike about Assembly?** Currently, I can’t assign tasks to multiple clients at once, which can be time-consuming when I need to send the same task to several people. Also, I’m not able to add a user with the same email address to multiple businesses, which is limiting if a client is involved in more than one entity. Lastly, the contract customization options are a bit limited, making it harder to create professional-looking documents quickly. **What problems is Assembly solving and how is that benefiting you?** Copilot is helping me solve the problem of securely sharing files and communicating with clients in one centralized place. Before, I had to juggle multiple platforms for messaging, document sharing, and contracts—but now it's all streamlined. This has saved me a lot of time and made the client experience more professional and efficient. It's especially beneficial for managing sensitive documents, as the upload/download process is smooth and reliable. ### 33. Beautifully designed and flexible, gets better every day **Rating:** 4.5/5.0 stars **Reviewed by:** Brandan B. | Owner, Video editor/motion designer at 26Made, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Assembly?** I love the look. It's just visually great to work with. I also like they way you can connect outside apps to get more done with it. They've recently added many new features and the options for use are growing dramatically. **What do you dislike about Assembly?** It's limited. Sometimes I feel like I'm trying to bend features without breaking them to get it to do what I need. But the outside apps plugging in help to make it all possible. They are adding new features all the time too. **What problems is Assembly solving and how is that benefiting you?** Getting all my clients in one place. My clients email and slack and store files in google and dropbox and it's a mess. This has allowed them to come to one place for everything. They find it easier and we can accomplish more for them. We are now using their Tasks app to manage project planning and tracking. We also use it for subscription based billing. ### 34. Copilot helped me go from independent contractor to real-deal agency, big level up **Rating:** 5.0/5.0 stars **Reviewed by:** Drew C. | Digital Discoverability Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Assembly?** As a new agency owner, Copilot has been a game-changer for staying organized and cutting down on account management time. The platform makes it easy to offer my customers clear tracking and task organization, which not only improves efficiency but also enhances transparency. Instead of juggling multiple tools, I can manage client projects, billing, communications, and workflows all in one place. **What do you dislike about Assembly?** While there are some features I’d love to see added, the Copilot team is incredibly responsive to feedback. They’ve already taken some of my suggestions and turned them into live features, so even when something is missing, it hasn’t been for long. **What problems is Assembly solving and how is that benefiting you?** Copilot is solving the challenge of managing deliverables tracking in a way that keeps both my agency and my clients on the same page. Instead of juggling multiple tools or endless email threads, I can clearly outline tasks, deadlines, and progress all in one place. This not only streamlines my workflow but also builds trust with my clients by providing them with full visibility into the work being done. It’s made account management more efficient and significantly reduced back-and-forth communication. ### 35. I love it, my clients love it - can't say enough good things. **Rating:** 5.0/5.0 stars **Reviewed by:** Leah M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Assembly?** My small accounting practice was growing, and I needed a solution to manage new client onboarding, and general secure file sharing, communication, and billing. I wanted to build out my client portal myself, and I needed to do it fast. I also wanted my client's experience to be easy. I had explored several other softwares I've heard about through my network, and they were SO time consuming for me to set up, mostly because they are so customizable, in addition to having countless zapier integrations and stuff I didn't care about. Then, I found Copilot in the Google search results. From the beginning, the setup was so easy and intuitive, without compromising on the quality of the experience AND is still customizable where it matters. It's so user friendly, and my clients have loved it for this reason. I also really appreciate how sleek and modern it is. I was able to build out my client portal over a weekend. Its also really cool that you can create a test client and practice everything before sending to a real client. Customer support is quick to respond. I use this software every day with my clients, as the messaging feature allows us to minimize email clutter. My favorite app is the Tasks app, which is a very simple and effective project management-ish app. **What do you dislike about Assembly?** There are a few features I've suggested to support, who have been very receptive to the feedback: - Integration limitations: (a) Doesn't yet integrate with Xero, my accounting software. (b) All integrations with popular apps (Notion, etc) are only for client facing purposes, not internally facing. - Project Management: Tasks app has a ton of potential for internally-facing project management, but for right now, gets the job done fine since I'm a solo-firm owner. I'd love to see more features here for categorizing tasks and bulk actions! - Forms: Would be fantastic to see more options here for different questions prompted based on responses to one-answer questions. **What problems is Assembly solving and how is that benefiting you?** Billing Secure file sharing and storage Messaging Meeting scheduler Contract management Forms ### 36. Impressive software! **Rating:** 5.0/5.0 stars **Reviewed by:** Taresa S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Assembly?** What I love about this product is the design and ease of use. Within a few hours I was able to customize the portal to reflect my brand and even add essential apps for my team and clients to use. **What do you dislike about Assembly?** The fees vary based on the plan chosen, which considering the price of the plans the fees could be simplified at a lower rate. **What problems is Assembly solving and how is that benefiting you?** Its provides me with a single touch point to manage and communicate with all my clients. I've even been able I streamline my client onboarding process to collect all forms, content, and data in one location. ### 37. Fantastic Client Management System for businesses of all sizes **Rating:** 5.0/5.0 stars **Reviewed by:** Julian M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Assembly?** Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic. **What do you dislike about Assembly?** \The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go? **What problems is Assembly solving and how is that benefiting you?** Particularly, it's helping solve the absolute pain of "send X files over". They're organised, have a high file limit, and don't mean I need to send an upload link to something like mediafire or drive via email. It looks so much more professional and I love it. ### 38. Super Easy + Makes Us Look Professional **Rating:** 5.0/5.0 stars **Reviewed by:** Cody G. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Assembly?** I like the ability to integrate with other apps and create automations, the use of custom domains to ensure a white-labeled professional look to our customers, and the ease of use for billing & contracts. **What do you dislike about Assembly?** I wish the SDK was more versatile and in languages other than JS. **What problems is Assembly solving and how is that benefiting you?** Copilot centralizes our process of onboarding, gathering customer information, signing and storing contracts, having clients send relevant files (we are a web + SEO agency), and setting up subscriptions ### 39. Good Experience. Great way of managing clients, invoice and take payments. Love building apps too. **Rating:** 4.5/5.0 stars **Reviewed by:** Shahrukh M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Assembly?** Managing Clients, invoicing and payments **What do you dislike about Assembly?** Credit card fee is a bit on the higher end. **What problems is Assembly solving and how is that benefiting you?** Managing my clients communications. Helping me setup Subscription to generate proper invoices and taking payments with ease. **Official Response from Jordan Wechsler:** > Hi Shahrukh, Thanks so much for the review and for sharing your experience. We're thrilled to hear that managing clients, invoicing, and taking payments is working so well for you, and that you love building apps with us! Helping you with subscriptions and client communications is exactly what we aim to do. Thanks again for your valuable input! ### 40. So grateful I stumbled upon their ad! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Director of Design Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Assembly?** I love the flexibility that Copilot offers with the in-app content feature. It allows so much room for you create any type of interface that works best, on a client-by-client basis! **What do you dislike about Assembly?** There are very few things to dislike, if anything I wish there was more automation available with sending messages. For example, if I could schedule a message to be sent to a client on a certain at a specific time, that would shave alot of time off the onboarding process. Last thing is I wish I could customize a bit more the notification emails that go to the client so that it sounds more like our company voice. Those are little things though that we have found workarounds within the third-party softwares we use. **What problems is Assembly solving and how is that benefiting you?** Co-Pilots helps me solve the problem of organizing cluttered communication systems within executive corporate teams. It has helped me offer a solution that feels like a sense of relief to my clients. ### 41. Overall fairly seamless but there are some additional functionality that would make it more useful. **Rating:** 4.0/5.0 stars **Reviewed by:** Justin B. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Assembly?** It's very easy to integrate into my Squarespace website and the flexibility in building and customizing it is a big plus. **What do you dislike about Assembly?** The inability to assign multiple signers to a contract and have one individual be assigned to multiple companies. **What problems is Assembly solving and how is that benefiting you?** Having an easy place on our website to share documents with clients (both us and them uploading) and it also serving as a place for esignature really helps streamline our work process. ### 42. Great Portal for Customizability **Rating:** 4.5/5.0 stars **Reviewed by:** Colin V. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2025 **What do you like best about Assembly?** I like how customizable the portal is. Instead of relying on an off-the-shelf portal to give me everything I need, I can choose the features I want for interacting with my clients. The Copilot team also listens to feature requests and pushes updates very quickly. **What do you dislike about Assembly?** We can only send messages to our clients and not internally to our team. This requires us to maintain multiple workflow tools, which can be a little annoying. **What problems is Assembly solving and how is that benefiting you?** Copilot provides our accounting firm with a clean and easy to use client-facing portal. It allows us to optimize the customer experience with various apps embedded in copilot like tasks, embedding financials, messages, and forms. Not every client needs to see everything, so the flexibility of what is visible to clients is very helpful. ### 43. I would highly recommend Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Will H. | Principal Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Assembly?** Copilot provides cheap and effective portal services that has make it too easy to organize our business online. **What do you dislike about Assembly?** Specifically, I could see broader features and more customization in the future, however no bugs. **What problems is Assembly solving and how is that benefiting you?** Copilot makes our professional client portal, now for a low price, we legitimately look 10x better than our competition. **Official Response from Assembly Marketing Team:** > Thank you for the recommendation! We’re so glad Copilot has made it easy and affordable for you to organize your business online while giving your clients a professional experience. It’s great to hear the portal has helped you stand out from the competition. We also appreciate your feedback on adding broader features and customization — those are areas we’re continuing to invest in. Thanks again for sharing your experience and for trusting Copilot to support your business growth! ### 44. Excellent client portal SaaS product **Rating:** 4.5/5.0 stars **Reviewed by:** Carlo C. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Assembly?** Very easy to set up, fast, scales well. Does exactly what it needs to do. Zero code solution to get started, can leverage the API when you hit scale. Had the MVP up in an hour. **What do you dislike about Assembly?** User management and staff login could be tricky at scale. We'll probably end using the API for this. **What problems is Assembly solving and how is that benefiting you?** A no code client portal to unify all the underlying front end modules that we use to deliver our AI insights to our clients. ### 45. Boosts Productivity with Smart Assistance **Rating:** 4.0/5.0 stars **Reviewed by:** Sidharth M. | N/A, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Assembly?** Copilot excels at streamlining repetitive tasks and generating high-quality content or insights quickly. As someone working in a fast-paced collections environment and with experience in analytics, I appreciate how it helps summarize customer interactions **What do you dislike about Assembly?** Sometimes Copilot provides suggestions that are too generic or not fully aligned with the context, which means I still need to double-check and refine the output. **What problems is Assembly solving and how is that benefiting you?** Copilot is helping me save time on repetitive tasks like drafting responses, summarizing information, and creating structured content. It reduces the effort needed for routine work, allowing me to focus more on analysis. ### 46. All in one Portal Solution with ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Will B. | Head of Support and QA, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** I really enjoy the setup speed of Copilot, you can build a comprehensive client portal very quickly without needing any form of development background. You can get a product out very quickly that clients will love and see value in, then continue to build upon it as you will find that clients give you ideas "it would be good if you could add X for us" The support team on Slack are very proactive and reactive, always willing to help even with features that sit outside of Copilot, like using Zapier to automate something in Copilot **What do you dislike about Assembly?** There a few minor things that I would like but it relates to the management of "client apps" to allow foldering. There are a few features with the wiki/help desk text editor which could do with enhancement to allow for improved content e.g. being able tom centre align images, being able to set the height of iframes Copilot are very receptive to feedback though and I've had calls with their design team explaining my feature requests **What problems is Assembly solving and how is that benefiting you?** Allowing us to align all our client documents and consolidate our knowledge base, reduces time spent recreating documents when they are centralised and ready for all client bases. It's also easier for our clients to obtain everything they need in a one stop solution. ### 47. Easy to use client portals! **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie B. | Found and Chief Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Managing clients, mockups, and feedback—along with client-requested design changes—can be overwhelming, especially with the volume of files, contracts, and orders we exchange via email. This method has become unsustainable for us. Copilot has been a game-changer, allowing us to manage everything in one centralized platform. While we’re still new to it and have only tested it with a few clients so far, it has already proven to be a lifesaver. It’s easy to use for both myself and our clients, and I’m optimistic it will be just as effective for my team in the near future. ### 48. Copilot Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Assembly?** 1. Copilot feels like a software version of Slack, where you can communicate with clients via chat. 2. The client can sign up directly, or I can send an invite. 3. I like the idea of the Helpdesk feature to send clients instructions, guidance, and information. 4. Enable multi-factor authentication for added security. **What do you dislike about Assembly?** 1. Unable to mark several messages as unread. 2. Workflow doesn’t allow creating folders without files. 3. Lacks emoji support. 4. After saving forms, there’s no option to preview the form again after editing. 5. Enable the link feature in workflow automation. 6. Unable to add notes. 7. Import invoices from QuickBooks into Copilot. **What problems is Assembly solving and how is that benefiting you?** 1. Copilot feels like a software version of Slack, allowing me to communicate with clients via chat instead of always using the phone. 2. Helpdesk feature to send clients instructions, guidance, and information. 3. Clients can sign up directly if I don't have their email. 4. Enable multi-factor authentication for added security. ### 49. User friendly, robust online portal system! **Rating:** 5.0/5.0 stars **Reviewed by:** Ayla Z. | 3D Modeler and Illustration Artist, Architecture & Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Assembly?** The program overall and support are fantastic. Before purchasing the program, I was able to set up a trial and meeting with a sales person. Copilot is quite user-friendly and robust at the same time. I like that the native apps are easy to use, especially if you already have documents created as PDFs for your business. The highest paid plan includes HIPAA compliance, and is on the low end of competitive pricing for similar products. I have asked several questions during set up, and in almost every case, someone has replied to my question within an hour! **What do you dislike about Assembly?** I have made a couple of suggestions so far. For example, Copilot allows you to rename the apps as they appear on the menu, for example, you could change the forms app to “Onboarding,” however, in the client home app you cannot change the titles to match. This would be a very helpful feature, as I do not want to confuse my clients. Another tool that would be very helpful is the ability to duplicate a form or a contract then change the title if you have two forms that are very similar. **What problems is Assembly solving and how is that benefiting you?** I am using the program as a HIPAA compliant client portal. Copilot is acting as a central hub for my employees and clients to communicate, submit forms, sign contracts, and host records. This is benefiting my company by allowing our users to have a centralized location for communicating as well as giving them access to their documents at any time. ### 50. Love the copilot experience, it's truly a special one. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Assembly?** I love how easy it is for my clients to login & get the most out of it. **What do you dislike about Assembly?** I do sometimes wish they had better navigation and customizable features. The support team is incredible though & the ease of getting started is definitely there. I have used it daily and also had periods of infrequent use and can say they have supported me fully through both periods. **What problems is Assembly solving and how is that benefiting you?** It's super easy to use in all ways esepcially for client management, onboarding and security. ## Assembly Discussions - [while maintaining quality and being the best](https://www.g2.com/discussions/42975-while-maintaining-quality-and-being-the-best) - 1 comment, 1 upvote - [i want a software to save my document files](https://www.g2.com/discussions/42414-i-want-a-software-to-save-my-document-files) - 3 comments, 1 upvote - [View Assembly pricing details and edition comparison](https://www.g2.com/products/assemblysoftware/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+01%3A13%3A36+-0500&secure%5Bsession_id%5D=db5fde44-eaf5-4617-b9d6-db6f01ace3e5&secure%5Btoken%5D=6d2c20e04b0558fb49bf3ec7dce60e2953c65d1b3a9ef3378209f74c4a119cf0&format=llm_user) ## Assembly Integrations - [AgencyAnalytics](https://www.g2.com/products/agencyanalytics/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ClickFunnels](https://www.g2.com/products/clickfunnels/reviews) - [Close](https://www.g2.com/products/close/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Forms](https://www.g2.com/products/microsoft-forms/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) ## Assembly Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **File Management** - Device Syncing - Web Interface - File Type Support - Search - Video Support **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Online Document Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Billing** - Automation - Adjustments **Administration** - Application Deployment - Native Deployment - Data Security - Access Control - Scalability **Channels** - Multi-Channel Coverage **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Debit/Credit Card Processing - Online Payments - Partial Payments - In-Person Payments - Digital Wallet Payments **Content** - Document Collaboration - E-Signature - File Request - Feedback **Bill Generation** - Templates - Digital Billing - Recurring Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Onboarding Setup** - Workflows - Templates - Checklists **Functionality** - Storage Scaling - Backup Support - File Security - File Organization - Automatic Backup - Secure Data Storage - Document Storage **Customization** - Custom Fields - Multi-page Forms - Design - Forms Creation & Design **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Third-Party Integrations - Multi-Language **Collaboration** - File following - File Sharing - Activity Tracking - Progress Tracking - Screen Sharing - Real Time Editing **Workflow** - Assembly and Approval Workflows **User Interface Design** - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Customizations** - HTML Input - Domain Name - Custom Domains - Customizable Forms - Customizable Branding - Customizable Templates **Automation** - Workflow Automation - Real-Time Updates **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance - Batch Communications - Multi-Channel Communication - On-Demand Communications - Interactive Content **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - Omnichannel - Payment Gateway Integration - ACH Payment Processing - Cryptocurrency Processing **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Engagement Tracking **Bill Processing** - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Project Tracking** - Monitoring - Content - Tasks - Kanban Board - Goal Setting/Tracking - Communication Management **Cloud Support** - Service Support - Cloud Migration Support - Multi-Device Support **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Administration** - User and Role Management - Policies and Controls - Security - Calendar Management - File Management - Document Management - Communication Management - Workflow Management - Content Management - Project Management - Email Management - Version Control - Approval Process Control - SSL Security - Task Management - Website Management - Secure Data Storage **Data Control** - Data Migration - Data Synchronization - Data Security **Growth** - Site Analytics - E-Commerce - Hosting - Online Booking Tools - Website Analytics **Development** - Application Templates - UI Code Extending - Collaborative Development **Payment Options** - Self Service Portal **Integration** - Accounting - Payments - ERP - Mobile Payments - CRM **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Automation** - Workflow Automation - Data Storage Management - Document Management - File Management - Compliance Management - Audit Management - User Management - Email Management - Password Management - Real-Time Data - Application Management - Meeting Management - Workflow Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - E-Signature** - Cross-system Integration - Natural Language Interaction - Third-Party Integrations - Multi-Language **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Additional Functionality** - Chat/Messaging - Customer Database - Customizable Branding - Call Recording - Autoresponders - IVR - Email Management - Template Management - SMS Messaging - Surveys & Feedback - Content Management - Knowledge Base Management - Compliance Management - Multi-Language - Interaction Tracking - Third-Party Integrations - Social Media Integration - Workflow Management - Customer History - Activity Dashboard - AI Copilot - Video Support - CRM - Inbox Management - API - Alerts/Notifications - Feedback Management - Reporting & Statistics - Collaboration Tools - Activity Tracking **Additional Functionality** - Two-Factor Authentication - Role-Based Permissions - Generative AI - Data Import/Export - Data Synchronization - Monitoring - Activity Tracking - File Transfer - Authentication - Third-Party Integrations - Reporting/Analytics - Offline Access - Access Controls/Permissions - Commenting/Notes - Real Time Synchronization - Historical Reporting - Cloud Computing - Encryption - Backup and Recovery - Activity Dashboard - Version Control - Remote Access/Control - Data Recovery - Approval Process Control - Secure Login - Alerts/Notifications - AI Copilot - API - File Sharing - Data Replication - Drag & Drop - HIPAA Compliant - Audit Trail - Archiving & Retention - Mobile Access - Customizable Branding - Remote Synchronization - Single Sign On - Reporting & Statistics - Synchronization Scheduling - Real-Time Monitoring - Conflict Tracking - Chat/Messaging - Two-Way Synchronization **Platform** - Performance and Reliability - System of Record Integration - APIs **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Publishing** - Platform Compatibility - Mobile Access **Content** - Email Integrations - Permissions - Design Management - Website Management - eCommerce Management - SEO Management - Website Integration - Social Media Integration - Third-Party Integrations **Support** - Customer Support **Agentic AI - No-Code Development Platforms** - Natural Language Interaction **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **Additional Functionality** - Shopping Cart - Online Store Builder - Real Time Editing - Multi-Language - Landing Pages/Web Forms - CRM - API - Activity Tracking - Generative AI - Alerts/Notifications - Visitor Tracking - Survey Builder - Auto Update - Widgets - AI Copilot - SSL Security - Data Import/Export - Customizable Fields - Activity Dashboard - Media Library - WYSIWYG Editor **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Additional Functionality** - Data Import/Export - Search/Filter - Audio/Video Conferencing - Content Library - Mobile Access - Document Templates - AI Copilot - @mentions - Data Synchronization - Real-Time Notifications - Prioritization - Customizable Branding - Commenting/Notes - Chat/Messaging - Configurable Workflow - Electronic Signature - Activity Dashboard - Single Sign On - Task Planning - Alerts/Notifications - Drag & Drop - Reporting & Statistics - Two-Factor Authentication - Encryption - Access Controls/Permissions - Collaboration Tools - Task Scheduling - Generative AI - Archiving & Retention - Content Publishing Options - Document Classification **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Subscription Billing** - Cross-system Integration - Third-Party Integrations - Accounting Integration **Additional Functionality** - For Telecommunications Industry - Reporting & Statistics - Customer History - Activity Dashboard - Alerts/Notifications - Service Provisioning - Multi-Currency - Self Service Portal - Pre-Paid Service - Product Catalog - Generative AI - Configurable Workflow - Payment Processing - Call Data Records(CDR) - API - Flexible Rate Tables - Audit Trail - Customer Accounts - CRM - AI Copilot - For Internet Service Providers (ISP) - Post-Paid Service - ACH Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Customizable Branding - Mobile Access - Tax Calculation - Bank Reconciliation - Transaction History - Contact Database - Credit Card Processing - Customizable Fields - Real-Time Data - Invoice Processing - PCI Compliance - Multiple Payment Options **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Data Synchronization - Transaction Monitoring - Purchasing & Receiving - Contactless NFC - Offline Access - Electronic Signature - PCI Compliance - Credit Card Management - Fraud Detection - SSL Security - Mobile Access - Generative AI - Returns Management - Discount Management - Reminders - Barcode/Ticket Scanning - Reporting & Statistics - Recurring/Subscription Billing - Compliance Management - Transaction History - Mobile Card Reader - Sales Tax Management - Customer Database - Receipt Management - Customizable Branding - Invoice Management - Cash Management - Remote Access/Control - Multi-Location - Sales Trend Analysis - CRM - Gift Card Management - Sales Reports - AI Copilot - Multiple Payment Options - Loyalty Program - Status Tracking - Alerts/Notifications - Activity Dashboard - Expense Tracking - Data Security - Payment Links - API - Payment Fraud Prevention - Payment Reconciliation - Data Import/Export - Search/Filter - Real-Time Data - Billing & Invoicing **Platform** - Custom Branding - User, Role, and Access Management - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates ## Top Assembly Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)