Assembly Reviews & Product Details

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.

Product Website

Seller

Assembly

Discussions

Assembly Community

Languages Supported

English

Product Description

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.

Overview by

Marlon Misra

Pricing

Pricing provided by Assembly.

Starter

$39.00

Per Month

View More Pricing Information

Assembly Media

Assembly Demo - Give Clients a Branded Portal

Bring together messaging, tasks, payments, file-sharing, forms, contracts, embeds, and more.

Assembly Demo - Connect With Existing Tools

Bring in 1000s of popular products, embeds and integrations or build Custom Apps on our API platform.

Assembly Demo - Give Your Team an Al-Enabled CRM

Manage clients, track relationships, take notes, and work more efficiently with Al agents on your side.

Assembly Demo - More Than Just a Client Portal

Secure Al for smarter client interactions. Enterprise-grade protection built in from day one. Streamline document signatures in one place. Productize your services with eCommerce-style packages. Send invoices and recurring subscriptions with one-click payments.

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James G.

CEO

Small-Business (50 or fewer emp.)

9/25/2025

"Client portal/CRM experience is great!!"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

We are not tech people, so there have been some learning curves, but it is fairly easy! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Jordan Wechsler of Assembly

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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! 🌟

Liz P.

Director of Marketing & RevOps

Small-Business (50 or fewer emp.)

11/18/2025

"Customizable Portal Makes Client Management a Breeze"

5/5

What do you like best about Assembly?

We love the ability to customize the portal for each client. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Some improvements could be more native integrations, ability to toggle multiple instances of an app integration, embeds for Notion and Google to work Review collected by and hosted on G2.com.

Chris A.

Owner

Small-Business (50 or fewer emp.)

11/13/2025

"Highly Customizable Client Portal Elevates My Brand"

5/5

What do you like best about Assembly?

I love how customizable their client portal is. I can make it feel like my clients are immersed in my brand. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I wish there was a package option between the first and second tiers. I feel like it may be a while before I can upgrade, Review collected by and hosted on G2.com.

Archer H.

Owner & Principal Consultant

Small-Business (50 or fewer emp.)

12/30/2024

"Great tool. Not incredibly flexible, but very high functionality."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Renee C.

10/8/2025

"Simplified Client Experience with Seamless Integration"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Copilot Marketing Team of Assembly

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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

Dave R.

President & CEO

Small-Business (50 or fewer emp.)

12/9/2025

"Outstanding User Interface for Clients and Companies"

5/5

What do you like best about Assembly?

The user interface on both the client facing a company sides. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Certain features like complex billing situations (i.e. deposits), are not available. Review collected by and hosted on G2.com.

Dennis C.

Owner

Small-Business (50 or fewer emp.)

4/23/2025

"Best portal/practice management tool for any freelancer."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Solomon Y.

CEO & MD

Small-Business (50 or fewer emp.)

6/13/2025

"Very good app but could be cheaper"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jacki L.

Owner

Small-Business (50 or fewer emp.)

8/25/2025

"Elevated crm experience"

5/5

What do you like best about Assembly?

It offers everything I need to manage my clients and give them an elevated experience Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Copilot Marketing Team of Assembly

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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!

Recte Books .

Founder and Lead Bookkeeper

Small-Business (50 or fewer emp.)

4/9/2025

"intuitive, simple, and flexible."

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.