# Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 308 ## 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 value the **ease of use** of Assembly, greatly enhancing their ability to present and manage client information. (152 reviews) - Users find the **easy setup** of Assembly impressive, enabling quick launches and efficient operation for sales teams. (82 reviews) - Users commend the **fantastic and responsive customer support** , highlighting helpful assistance and effective problem-solving. (78 reviews) - Users find Assembly to be **intuitive and user-friendly** , simplifying client management and enhancing overall workflow efficiency. (75 reviews) - Users appreciate the **professional and customizable client portals** of Assembly, enhancing service delivery and client satisfaction. (73 reviews) - Users commend the **seamless integrations** in Copilot, enhancing functionality and customizing their business portals effectively. (73 reviews) - User Interface (63 reviews) - Easy Integrations (62 reviews) - Customization (60 reviews) - Simple (58 reviews) **What users dislike:** - Users desire more **flexibility and features** in Assembly to better adapt to their workflows and project needs. (100 reviews) - Users find the **limited features** of Assembly restrict useful integrations and customization options significantly. (69 reviews) - Users express concerns about **limited customization** , such as static dashboards and restricted file management options. (49 reviews) - Users find the **limited features** of Assembly require workarounds and hinder flexibility in their workflows. (47 reviews) - Users desire improved **integration capabilities** for smoother workflows, as current APIs are still a work in progress. (35 reviews) - Limited Functionality (28 reviews) - Access Limitations (26 reviews) - Expensive (26 reviews) - Difficult Customization (19 reviews) - Lack of Customization (18 reviews) ## Assembly Reviews ### 1. Streamlined Client Portals Made Simple with Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Rick U. | Owner/Director, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** I love how easy Copilot makes it to set up and use client portals. Everything is in one place—messages, files, integrations, customization, etc—which keeps things super organized. It’s simple to use and looks really professional for clients. **What do you dislike about Assembly?** I wish I could use my own payment processor instead of being limited to the built-in options. It would make billing more flexible and better suited for my needs. **What problems is Assembly solving and how is that benefiting you?** Copilot helps keep all client communication, files, and integrations in one place, which saves a lot of time and reduces confusion. It’s easier to stay organized and provide a better experience for clients, which helps build stronger relationships. ### 2. Nicely customizable client facing portal **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Assembly?** I like that I can choose which apps to have available to my client and can create custom pages based on my needs. The client facing side feels personal to my business - I don't have to tell someone to ignore a section because it doesn't apply, I can just eliminate it and include what I want. **What do you dislike about Assembly?** I wish the tasks section was a bit more interactive so that I could use it more like a client request type system to request documents and so forth. I'm hoping this will be expanded in the future, but I'm managing with the workarounds by combining tasks with forms for now. **What problems is Assembly solving and how is that benefiting you?** Organizing documents in a secure way to share with clients. ### 3. Copilot is perfect for my business! **Rating:** 4.5/5.0 stars **Reviewed by:** Sheila C. S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Assembly?** As an sole proprietor, I was looking for software that is easy to learn, simple to build out and also provides the necessary support for my business needs; Copilot meets all the criteria. **What do you dislike about Assembly?** I had a difficult time with learning the transition of excel reports at first. **What problems is Assembly solving and how is that benefiting you?** Copilot is eliminating the manual reporting of client accounts for my business referral partners. Also allowing them to schedule meetings for the customers with me freely and upload documents in a secure manner. ### 4. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Assembly?** After trying many platforms, Copilot has been the easiest to manage everything. **What do you dislike about Assembly?** I don’t love the client dashboard interface. **What problems is Assembly solving and how is that benefiting you?** Copilot makes it easy not only for the agency side, but the client side as well. **Official Response from Jordan Wechsler:** > Thanks so much for your kind words and for highlighting how easy Copilot has been to use for managing everything—this means a lot to our team! As for your client dashboard interface, we'd love to try to make your experience as positive as possible. The good news is that Copilot's client portals are highly customizable, so there’s a lot of flexibility to tailor the experience to your brand and your clients’ needs. If you'd like help optimizing the dashboard or learning more about customization options, feel free to reach out to us at support@copilot.app—we’d love to assist. Thanks again! ### 5. Copilot enables the customer portal you need **Rating:** 5.0/5.0 stars **Reviewed by:** Alex G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** The constantly evolving Copilot platform provides an ideal landing point for your customers. As a customer the portal is intuitive, branded, and highly accessable. As an operotor it is customizable, flexible, reliable, and deeply supported. From zapier integration to in built automation the Copilot platform is a fantastic solution to supporting your customers. **What do you dislike about Assembly?** You cannot bring your own merchant solution and limited by Stripe Express's limitations. **What problems is Assembly solving and how is that benefiting you?** Copilot is our main point of interaction post opportuntiy. Once the customer has been qualitifed they use the customer portal to pay invoices, sign contracts, comminicate with my customer service team, browse knowledge articles, and submit requests for cancellation. ### 6. Copilot Client Portal is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua J. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Assembly?** We love how customizable Copilot is! They have A TON of integrations, which are easy and intuitive to setup. Also, the customer support is AMAZING - very responsive and professional. Highly recommend Copilot client portal! **What do you dislike about Assembly?** Nothing really! Great product and service! **What problems is Assembly solving and how is that benefiting you?** Content management, service bookings, communications and billing. ### 7. It's the software I'd given up on ever finding, with all the subtle details that come with that **Rating:** 5.0/5.0 stars **Reviewed by:** Conrad B. | Technology Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Assembly?** It meets you where your add and keeps things simple enough to get started with ambitious projects. **What do you dislike about Assembly?** I would love more people to get value, but alas it can't be expanded to more uses cases **What problems is Assembly solving and how is that benefiting you?** I saved me needing to make more own internal client platform. I can now use the system I want behind the scene and have a client portal that's simple, secure and easy to use. ### 8. Great product! **Rating:** 3.5/5.0 stars **Reviewed by:** Abe G. | Small Business Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2025 **What do you like best about Assembly?** Copilot does an excellent job of connecting me with my clients. **What do you dislike about Assembly?** The pricing structure for the upgrades. I felt the cost was designed for firms much bigger than myself. For example, I have 5 customers and I could not justify spending any more than the subscription. **What problems is Assembly solving and how is that benefiting you?** Copilot allows me to connect with my clients wiht feature that far exceed going back and forth with emails. ### 9. A Powerful Productivity Tool with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Dave I. | Author - Coach - Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2024 **What do you like best about Assembly?** What I love most about Copilot is its incredible flexibility and how effortlessly it integrates with other apps. It feels like having a personal assistant designed to fit your unique workflow, rather than making you conform to a preset system. The customization options are outstanding, giving me the freedom to shape the platform exactly to my needs. **What do you dislike about Assembly?** ot all sites fully integrate, which sometimes causes certain pages not to load properly—a bit frustrating when you're trying to streamline tasks. Additionally, there’s no notes feature available for internal use yet, which would be incredibly helpful for quick reminders or team collaboration. **What problems is Assembly solving and how is that benefiting you?** By centralizing communication, organizing tasks, and simplifying workflows, Copilot has made managing clients more efficient, allowing me to dedicate more time to delivering exceptional results instead of getting caught up in administrative tasks. ### 10. Simple Client Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Malick T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Assembly?** This is a super easy app to setup. The automation integration with zapier work well. **What do you dislike about Assembly?** I wish there was more of an ability to customize the actual portal notification settings. Clients recieve an email 5 minutes after you change something in their portal. I would love to simply have an updated button that sent them a bulk change I made in their portal. Also the ability to have them download an app would be incredible helpful. **What problems is Assembly solving and how is that benefiting you?** Creating a streamlined experience for everything from messages to file delivery to contracts to meetings. ### 11. Exactly what we needed as a tech enabled service **Rating:** 5.0/5.0 stars **Reviewed by:** Joe P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Assembly?** The ability to have everything for the client in one place, and branded to our liking is amazing. I just create their account and boom, I can send contracts, invoices, we can chat, embed dashboards...very seamless **What do you dislike about Assembly?** Team is working on it, but a little more functionality with the new tasks app and the ability to sync that with my other tools so clients don't have to leave **What problems is Assembly solving and how is that benefiting you?** They're helping service companies have the CS experience of a great SaaS tool, which everyone expects now ### 12. Copilot Digital Agency Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Assembly?** I like how there are multiple different abilities to store and manage client information in one singular portal. **What do you dislike about Assembly?** I wish it were more customizable to how internal users and clients can interact with a few of the different plug ins / apps. **What problems is Assembly solving and how is that benefiting you?** Making a singular client portal where everything can be store for onboarding and management. ### 13. A simple, no BS, client portal software **Rating:** 4.5/5.0 stars **Reviewed by:** Christian G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2024 **What do you like best about Assembly?** The best parts about copilot are managing client contracts, messaging, and projects all in one place. The team is also very responsive and provides helpful work arounds where necessary. There are many softwares in this space that lost my business for simply trying to do too much... Copilot CRM understands what its use case is, and is focused on continously improving in those areas. **What do you dislike about Assembly?** I would appreciate a more complete billing system where you can set up payment links that are required before clients logging in. **What problems is Assembly solving and how is that benefiting you?** Organizing our account management and project management. ### 14. acountant review **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac g. | managing partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Assembly?** the encryption and ease for clients to use with a portal customizable **What do you dislike about Assembly?** There isn't a use of artificial intelligence used **What problems is Assembly solving and how is that benefiting you?** confiendential data share ### 15. Easy and simple client portal solution **Rating:** 5.0/5.0 stars **Reviewed by:** Colby A. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Assembly?** The current iteration of my service works well. The contracts (e-signature), invoicing, and forms built in apps enable me to host my client onboarding in one place. The next steps for my services utilize a good bit of gsheets which easily embeds into either a global view or client level view to share resources. **What do you dislike about Assembly?** As of now it almost seems too simple. While the subscription and invoicing features are great, I wish there were easier ways to integrate my own payment processing service within the app **What problems is Assembly solving and how is that benefiting you?** Having a central place to house most of my client experience for consulting services. It's a benefit because instead of hosting resources and sharing with clients from multiple sources I can house the majority of my interactions with them in one place. ### 16. CoPilot Client Portal an Incredible Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2024 **What do you like best about Assembly?** Copilot makes client communication and management seamless by providing a centralized portal for all client interactions. Its user-friendly interface, easy navigation, and ability to organize documents, tasks, and updates help streamline workflows and improve overall efficiency. The most helpful feature of Copilot is its ability to consolidate client information and tasks in one place. It improves transparency by allowing clients to track progress, access important documents, and communicate directly. This reduces back-and-forth emails and ensures projects stay on schedule. Its integration options and customization capabilities also allow businesses to tailor the portal to their needs, enhancing client satisfaction. **What do you dislike about Assembly?** Nothing! It really is a pretty great tool that I have recommended to many. **What problems is Assembly solving and how is that benefiting you?** Keeping clients in one place. ### 17. Good, basic client portal that offers access to a variety of apps and connectors **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Assembly?** Modularity of the offerings are good, allows for variable access based on client type, service type, etc. They have good customer support staff and have worked with us to solve a couple of issues. **What do you dislike about Assembly?** They oversold their native connection with Notion which forced us to pay someone to code up the connections, etc. **What problems is Assembly solving and how is that benefiting you?** Provides a solid client portal application, allows us to centralize our communication with clients. Gives us a good place to log our work and have shared visibility on our deliverables. **Official Response from Veronique Cadet:** > Hi there! Thank you so much for your review! We're so happy to hear that Copilot has been helpful for you. I apologize for any confusion regarding Notion’s embed functionality. Notion has implemented a same-origin restriction, thus prohibiting iFrames on any other domain. However, you can add a Notion page as an App using Super (super.so). Super allows you to create a website from a Notion page, which enables you to embed it into Copilot. We have instructions on how to do this in our Copilot Guide (https://www.copilot.app/guide/notion-partner-app). If you were looking for a different type of integration with Notion, I’d love to hear more! If you’re open to sharing, feel free to reach out to me directly at veronique@copilot.app. Your feedback is invaluable, and I’d love to hear your thoughts! 😃 ### 18. User-friendly and Polished **Rating:** 4.5/5.0 stars **Reviewed by:** Trimaine C. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Assembly?** This platform is simplistic, easy to use, and looks professional. **What do you dislike about Assembly?** The flexibility and automation is somewhat limited, especially for the price. **What problems is Assembly solving and how is that benefiting you?** Copilot has a polished client portal, useful help desk features, and an effective onboarding process for clients, making it an excellent choice for customer experience. **Official Response from Veronique Cadet:** > Hi Trimaine! Thank you for your review! We're thrilled to hear that Copilot has been helpful for you. We understand that our in-product automations are currently limited, but we’re actively working on expanding our automation workflows. In the meantime, you can use Make or Zapier for more complex automations or to integrate Copilot with other third-party apps. We’d love to hear more about what you’re looking for in our in-product automations. If you’re open to sharing, feel free to reach out to me directly at veronique@copilot.app with any detailed feedback. I’d love to hear your thoughts! 😃 ### 19. Great way to bring tech-enabled services to market quickly and affordably **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Assembly?** I love copilot. Top pros are ease of use, great UI, helpful features, easy to get started, helpful apps that can be plugged in **What do you dislike about Assembly?** I haven't seen any major downsides regarding the intended us of the platform. There are a few features I wish existed, but they may be unique to our use case...like being able to set custom fields in the task app and more out of the box automations like creating tasks when a new user is added. **What problems is Assembly solving and how is that benefiting you?** We need a simple and easy to manage way to manager our tech-enabled services customer experience while iterating quickly on feedback and making changes in real time. Copilot allows us to do that without long development cycles required in our old product. ### 20. Review from a Copilot User of almost 6 months **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** - Customization/Whitelabeling options, i particualrly love the ability to easilt connect, share and alter custom domians that make my buisness sound out - Ability to integrated apps of almost anytype and embed interanlly or externally really contributes to - The integration of all in-house apps that allow for an fairly staright forward and east-to-understand workflow - Customer Support is fantastic and responsive, very helpful and kind (shout-out Veronique) **What do you dislike about Assembly?** - Customization on the admin side of a portal is limited and apps with similar names can conflict - In-House app selection from Copilot are fairly rigid in their feature selection, limiting the amount of usefulness that can be derived from each app - I think the CRM side of the platform is fairly limited and with some input from the community, could expand its offering to allow for some more personalization and segmentation business of all kinds could take advantage of **What problems is Assembly solving and how is that benefiting you?** As a marketing agency, I love the idea of using Copilot as a platform that allows my business to fairly seemlessly integrate all the marketing tools and resoruces a client uses all in one place, and the Copilot product accomplishes that and so much more. ### 21. Excellent attention to detail and service **Rating:** 4.5/5.0 stars **Reviewed by:** 🌞 Rachel R. | Director of Relationships and Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** I like how tailorable copilot is and how many excellent tutorials they have to explain things! Beyond the tutorials, the slack they have set up is an amazing way to get more answers and connect with more poeple to get ideas. I love how they are building a community with it! Additionally, any time I have reached out for help, they have been incredibly responsive and helpful! I feel that my needs come first, which I really appreciate. **What do you dislike about Assembly?** Although it is very tailorable, there are some limitations. One big one for me is the limited ability to integrate a number of different notion pages without paying for another third party. I also would like more tailorability on the homepage for assinging tasks to clients. **What problems is Assembly solving and how is that benefiting you?** Keeping all the information for my clients in one place, making communication with them about the project easier, and being able to assign tasks to my clients so that they are aware of what needs to be done! ### 22. Copilot - adds professionalism to my business..... **Rating:** 3.5/5.0 stars **Reviewed by:** Iwan L. | Forest Manager & Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Assembly?** I find Copilot an effective way of sharing documents with my woodland clients. The function to 'chat' with a client is also useful. **What do you dislike about Assembly?** I would like to see the option to allocate a client to 2+ email addresses. **What problems is Assembly solving and how is that benefiting you?** Sharing documents with my woodland owners (clients) ### 23. Copilot is hands down one of the best softwares we’ve worked with in our agency **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle C. | Cofounder and marketing director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** The ease of use and interface, functionality, and customer service. **What do you dislike about Assembly?** Not much to dislike about Copilot, maybe a few minor things that I'm sure will be fixed in patches. **What problems is Assembly solving and how is that benefiting you?** A client portal that has so much capabilties. It has centralized a lot of our operations, eliminating unnecessary softwares. Saves us money & time. ### 24. I've Tried So Many CRMs **Rating:** 5.0/5.0 stars **Reviewed by:** Vash P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Assembly?** Listen... I tried sooo many different CRMs and none of them were for me. Stumbling upon Copilot was one of the best days of my life. Not only is their support team VERY responsive and assistive, they actually listen to ideas for iterations. It feels like I'm heard—not to mention the robust features they make available. I will likely never leave Copilot because of the way their features work for my agency swimmingly, but the way they have treated me and the care they have exemplified reinforces that sentiment 10x over. **What do you dislike about Assembly?** To see more customizations available to the client-facing portal would be nice, but there certainly are quite a bit already! **What problems is Assembly solving and how is that benefiting you?** I needed a beautiful yet simple client portal so bad—I couldn't find it anywhere! Copilot was EXACTLY what I needed after months of searching. ### 25. Exactly what I was looking for! **Rating:** 4.5/5.0 stars **Reviewed by:** Aidan D. | CEO / Head of Design, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2024 **What do you like best about Assembly?** Copilot is a one stop shop for clients. It was hard finding a software for a client facing portal for clients who are recurring customers. Each project can have it's own area, but clients are still able to view ALL of their previous projects from one platform. It was easy to set up and implement. **What do you dislike about Assembly?** I am not a fan that Custom Domains are only available on Professional plan +, and the professional plan is over double the price of the starter. My company has everything it needs in the starter plan, but a custom domain seems fairly customary for even the lowest plans... **What problems is Assembly solving and how is that benefiting you?** We have a lot of recurring clients who wanted a portal to view all of their previous designs. Copilot is doign an excellent job of solving this! ### 26. Changed the ball game for my client experience and having confidence in their information being safe **Rating:** 5.0/5.0 stars **Reviewed by:** Freddy C. | Founder/Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2024 **What do you like best about Assembly?** I was able to create a seamless onboarding experience for my clients along with a hub for all my client's needs. **What do you dislike about Assembly?** It's a little bit of a learning curve, but it's worth the time investment! **What problems is Assembly solving and how is that benefiting you?** I've tried other platforms to create a custom client portal, but most of them felt clunky and unintuitive. Copilot helped me create a secure, streamlined portal for my clients. ### 27. Tried for a Company and Added to one more **Rating:** 5.0/5.0 stars **Reviewed by:** Bittu K. | Co-Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Assembly?** Our Invoicing and Contracting have been streamlined. We are not juggling between tools to onboard and service new clients. Support is amazing and very responsive. They also have a Slack and they are releasing new features all the time. **What do you dislike about Assembly?** APIs are still a work in progress, and it will make it easier to integrate some specific APIs with CRM. **What problems is Assembly solving and how is that benefiting you?** - Single Place to manage Client Invoices, Contracts and Communication - Forms for Easier onboarding of clients - 1:1 Chat with Clients for Faster Communication ### 28. Copilot = Excellent Client Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Prem A. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Assembly?** Copilot is an excellent client portal to share dashboards and we use it for billing as well. **What do you dislike about Assembly?** Nothing comes to mind. I appreciate the platform. **What problems is Assembly solving and how is that benefiting you?** Currently we are using Copilot for billing. ### 29. Copilot makes it easy to manage your clients all in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Jay C. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Assembly?** Making my agency look a lot more professional by using a customised portal. It makes it really easy tio communicate with my clients in one central place, sharing files, contracts and everything needed through out the projects. **What do you dislike about Assembly?** I do think it is a little expensive and you should be able to completely whitelabel the portal even from the basic package. **What problems is Assembly solving and how is that benefiting you?** A central place to manage the projects for my clients. Making my agency look more professional. ### 30. Copilot for Small Education Consulting **Rating:** 5.0/5.0 stars **Reviewed by:** Heather W. | Assistant Professor/ Founder of Map your Ed Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Assembly?** It is extremely easy to keep yourself organized, make sure your clients get what they need in a professional way, and tailor it to their needs **What do you dislike about Assembly?** I would love a space for Copilot to save forms for future use. **What problems is Assembly solving and how is that benefiting you?** Keeps everything in one place instead of emailing ### 31. Supports data collection and coodination across our clients. **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron L. | President / CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** It is simple to manage and collect the data we require from our customers on a monthly basis. Their customer support is really good using Slack. **What do you dislike about Assembly?** There are features I would expect that are not present - hopefully they can get there. **What problems is Assembly solving and how is that benefiting you?** Needed a virtual data room and messaging app that we could efficiently allow our customers to register to and share data with. ### 32. Great user interface and portal management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2025 **What do you like best about Assembly?** Easy to scale small businesses with the whole portal management system **What do you dislike about Assembly?** Needs updates to apps and integration with accounting systems **What problems is Assembly solving and how is that benefiting you?** Needs to integrate with Quickbooks online for lesser data entry and cost savings ### 33. Very fast onboarding process - easy team to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Wes H. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2024 **What do you like best about Assembly?** How clean the UI is, we have gotten several compliments from users so far on how nice it looks. It is very robust and seamlessly integrates many different data types, making it appear custom-built. **What do you dislike about Assembly?** Nothing so far - it's easy to create on your own. A tailored mobile version would better assist clients when they access from their phones. **What problems is Assembly solving and how is that benefiting you?** Copilot brings all of our data into one location for clients to access. This includes contracts and any files we want to share with them. The e-signing feature is great and makes your company look very professional. ### 34. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Assembly?** Love the software and support. You can just ask them if you need/want something. They are support responsive and the platform is awesome for my clients. **What do you dislike about Assembly?** More color and better tables please would be great **What problems is Assembly solving and how is that benefiting you?** They always are improving which is why I like them so much ### 35. Very Pleased with Copilot & Veronique My Account Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2024 **What do you like best about Assembly?** I appreciate the excellent level of customer service and having a hub where my tribe can congregate while keeping our company and clients' progress organized. **What do you dislike about Assembly?** My only dislike is the payment options. There is only one option. I would like to see multiple options or the ability to connect a payment gateway for those in "specialty industries." Stripe is not the best solution for everyone, and I believe Copiolot missed the mark in that area. **What problems is Assembly solving and how is that benefiting you?** I have all my clients' in one place. I truly appreciate that and love Copilot for providing me with a a platform to make this happen. ### 36. Fantastic all-in-one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Assembly?** Super easy to get started and very intuitive for clients. All the included apps and integrations make for a fantastic all-in-one platform. Big fan! **What do you dislike about Assembly?** Pricing is a bit steep as you add team members! But all things considered, worth it. **What problems is Assembly solving and how is that benefiting you?** Everything in one place (without hacking something together with a bunch of different tools) and a convenient hub for our clients. ### 37. The best way to organize client info and data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Assembly?** Copilot allows me to quickly and efficiently communicate and share data, info, and updates with my clients. Instead of sending my clients to a variety of apps to get their information, they are able to access anything they need within a single portal. My business runs faster and more efficiently than it did before. **What do you dislike about Assembly?** The pricing tiers were confusing for me initially. I thought my business would be able to work on the lowest tier, even after adding some basic apps. But even the basic apps require businesses to use the mid-tier which includes a lot of features I don't need. Maybe the basic tier could include 2-3 additional apps because the price differential between the entry level and the mid-tier is fairly substantial for a small organization. **What problems is Assembly solving and how is that benefiting you?** I need to communicate effectively with multiple clients, providing them access to a wide variety of information and updates. Copilot provides a single portal for my clients and it immediately adds value to my clients' experience. ### 38. Secure Client Portal with terrific UI and support team **Rating:** 5.0/5.0 stars **Reviewed by:** Boris B. | Digital Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** Copilot is very secure, easy to use and set up. The UI for clients and internal is great and we have been able to automate many tasks using Make,com. Support is very respoinsive and helpful. **What do you dislike about Assembly?** Limited apps for now, but they are adding more and more. **What problems is Assembly solving and how is that benefiting you?** Sharing forms with client and receive infomation. Flow of information when documents are shared or received. Secure cloud storage client portal with sensitive information. ### 39. One of the best client management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Maïré E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Assembly?** Being able to embbed our existing website in the portal is so helpful and I was also able to connect our client's Shopify metrics into nice looking dashboards. Amazing! **What do you dislike about Assembly?** I haven't found something I dislike yet. **What problems is Assembly solving and how is that benefiting you?** I can present dynamic content and unique content to each of our clients, giving them a truly personalized experience with us ### 40. Its is a nice robust professional platform yet easy to set uo and use for beginners. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Assembly?** The best part about the product is it grows with your company with many many ad on features. Also the price is great for small and to growing companies. **What do you dislike about Assembly?** I have only used the product for 12 days and so far, and the only issue I have is attaching my Jotform correctly, but perhaps it is the user. **What problems is Assembly solving and how is that benefiting you?** None at the moment ### 41. Excellent Client Portal Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Seth T. B. | Managing Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Assembly?** Copilot is intuitive and user friendly from the client facing perspective but also for the system administrator. Excellent navigation and integration into our business workflow. **What do you dislike about Assembly?** Copilot could have more integrated automations to utilize. **What problems is Assembly solving and how is that benefiting you?** We needed a client portal for clients to directly access documents, complete legal forms, and review our library of resources. ### 42. copilot fan **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Assembly?** like best about Copilot is organization options **What do you dislike about Assembly?** dislike about Copilot is customization like fonts, web ui. **What problems is Assembly solving and how is that benefiting you?** eatability for client to see annuity ### 43. Copilot has helped me scale my business **Rating:** 5.0/5.0 stars **Reviewed by:** Darrius M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Assembly?** I love the professional look. Having a one stop shop for delivering service to my clients has helped my business a lot. My clients are very satisfied. **What do you dislike about Assembly?** I wish their were more features. I believe that copilot would be so much better if there were more intergration opportunities than just the ones presented. **What problems is Assembly solving and how is that benefiting you?** They allow for all of my services to be streamlined in one portal. Everything my clients need is in one place. ### 44. Efficient System for Consulting Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Cleopatra K. | Independent Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about Assembly?** User experience and ease of use. Clients do not need a tutorial to navigate the system. **What do you dislike about Assembly?** upgraded tiers mean higher pricing which can be costly **What problems is Assembly solving and how is that benefiting you?** Managing clients and getting paid from one system ### 45. LC Logistics Consulting Inc. **Rating:** 5.0/5.0 stars **Reviewed by:** Luis C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Assembly?** customization, ease of use and simplified customer experience **What do you dislike about Assembly?** nothing so far, it's veen very user friendly! **What problems is Assembly solving and how is that benefiting you?** allowing each customer to see very specific information ### 46. Strong product with excellent support. **Rating:** 5.0/5.0 stars **Reviewed by:** John E. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Assembly?** I used Copilot last year (April 2023) for a project and it wasn't quite robust enough. The advances in the last year and especially in the last few weeks have made it an integral part of our tech stack. I have been able to get rid of four other apps I was using to communicate with clients and handle our workflow. The customer service and support is excellent (email, messaging, slack) and very responsive. Pricing won;t break the bank, especially for a small business like ours. I continue to expect that this platform will grow to meet the needs of my business. It is user friendly and doesns't require a ton of watching how-to videos. Implementation has been solid so far. This is a platform that we use daily. It integrates with most of the normal apps out there, and you have the ability to create your own apps for your clients. **What do you dislike about Assembly?** The downside is that it is still an evolving platform, but that's a good thing as I have been able to speak into the product pipeline with my specific use case. **What problems is Assembly solving and how is that benefiting you?** Provides a single-use platform where our clients can communicate with us, book appointments, sign contracts, access documents, and manage their account all in one place. ### 47. Vast improvement to our CX **Rating:** 4.5/5.0 stars **Reviewed by:** Chris P. | GM & Director Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2025 **What do you like best about Assembly?** Easy to use portal with all client collateral in the one place. **What do you dislike about Assembly?** Lacking some functionality to customise to our brand requirements. **What problems is Assembly solving and how is that benefiting you?** Disparate customer comms and correspondence. The ability to improve business to client interaction. ### 48. Super simple client experience **Rating:** 5.0/5.0 stars **Reviewed by:** Steven A. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Assembly?** I recently signed up for Copilot, and I have to say I love it. It's super simple to set up and my clients love the seamless experience of messaging us and sharing file. **What do you dislike about Assembly?** I think the client billing area needs improvements, and it would be good if it were integrated with Xero. **What problems is Assembly solving and how is that benefiting you?** Colecting information, sharing files, messaging and onboarding clients. ### 49. All In One Service **Rating:** 4.5/5.0 stars **Reviewed by:** Bretton K. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Assembly?** The most helpful element is the integration and the easy to setup dashboard **What do you dislike about Assembly?** Some features are not as intuitive as communicated by Copilot, but they have a great support community **What problems is Assembly solving and how is that benefiting you?** It is an entry-level business relations management tool. Furthermore, it is allowing me to showcase my offerings in an unique way to garner to sales. ### 50. Streamlining Client Management is a Breeze! **Rating:** 5.0/5.0 stars **Reviewed by:** Joanne C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2024 **What do you like best about Assembly?** Everything you need is here, messaging, embedded dashboards, integrated apps (that my team actually uses!), even capabilities for invoicing and contracts signing. Couldn't ask for a more comprehensive and user-friendly client portal :) In addition, their support team responds QUICK and is super helpful. **What do you dislike about Assembly?** Copilot is fairly new so the features are not as flushed out yet. Looking forward to future updates though! **What problems is Assembly solving and how is that benefiting you?** Copilot simply puts all client info from multiple sources into one centralized portal. And best of all, it's highly personalizable. This doesn't help just my team, but also makes the client have a more streamlined experience with us. No more sending multiple links, choosing which platform to send messages, or figuring out where to book a call with us. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-18+03%3A48%3A57+-0500&secure%5Bsession_id%5D=e9f76d98-375a-4beb-80b0-09abca9f99c5&secure%5Btoken%5D=de3f5f06ef256da238e4ffd644ecd46a6426ca24f82569eaa6f38cdcbbb48a01&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) - [AWS Lambda](https://www.g2.com/products/aws-lambda/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) - [Explo](https://www.g2.com/products/explo/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/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) - [Trello](https://www.g2.com/products/trello/reviews) - [Typeform](https://www.g2.com/products/typeform/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 **File Management** - Device Syncing - Web Interface - File Type Support - Search **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Online Document Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **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 **Content** - Document Collaboration - E-Signature - File Request - Feedback **Bill Generation** - Templates - Digital Billing - Recurring Billing **Onboarding Setup** - Workflows - Templates - Checklists **Functionality** - Storage Scaling - Backup Support - File Security - File Organization **Customization** - Custom Fields - Multi-page Forms - Design **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Collaboration** - File following - File Sharing **Workflow** - Assembly and Approval Workflows **User Interface Design** - Customized Branding - App Templates - Workflow Management **Customizations** - HTML Input - Domain Name **Automation** - Workflow Automation - Real-Time Updates **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - Omnichannel **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics **Bill Processing** - Management **Project Tracking** - Monitoring - Content - Tasks **Cloud Support** - Service Support - Cloud Migration Support **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Administration** - User and Role Management - Policies and Controls - Security **Data Control** - Data Migration - Data Synchronization - Data Security **Growth** - Site Analytics - E-Commerce - Hosting **Development** - Application Templates - UI Code Extending - Collaborative Development **Payment Options** - Online payment portal **Integration** - Accounting - Payments - ERP **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Automation** - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - E-Signature** - Cross-system Integration - Natural Language Interaction **Platform** - Performance and Reliability - System of Record Integration - APIs **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - API / Integrations **Publishing** - Platform Compatibility **Content** - Email Integrations - Permissions **Support** - Customer Support **Agentic AI - No-Code Development Platforms** - Natural Language Interaction **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Generative AI** - AI Text Generation **Agentic AI - Subscription Billing** - Cross-system Integration **Platform** - Custom Branding - User, Role, and Access Management - Performance and Reliability - Integration APIs ## Top Assembly Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (605 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (538 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)