# Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 310 ## 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 commend the **ease of use** of Assembly, finding it ideal for managing and presenting client information professionally. (147 reviews) - Users find the **easy setup** of Assembly incredibly efficient, facilitating quick launches and seamless operations. (82 reviews) - Users praise the **fantastic and responsive customer support** of Assembly, enhancing their overall experience with the platform. (75 reviews) - Users find Assembly **intuitive and user-friendly** , streamlining client management and enhancing overall workflow efficiency. (73 reviews) - Users commend the **seamless integrations** in Copilot, enhancing functionality and customizing their business portals effectively. (72 reviews) - Users appreciate the **professional appearance and seamless integration** of Assembly, greatly enhancing client service and satisfaction. (71 reviews) - User Interface (63 reviews) - Easy Integrations (62 reviews) - Convenience (57 reviews) - Customization (57 reviews) **What users dislike:** - Users desire **more features** and flexibility in Assembly to better adapt to their workflow and project management needs. (96 reviews) - Users find the **limited features** of Assembly restrict useful integrations and customization options, impacting overall experience. (69 reviews) - Users find Assembly's **limited features** restrictive, often needing workarounds and third-party integrations for functionality. (47 reviews) - Users feel the **limited customization** options hinder their ability to tailor the product to specific needs. (47 reviews) - Users feel that **integration issues** hinder the experience, with limited native app connections and incomplete API support. (33 reviews) - Access Limitations (26 reviews) - Expensive (26 reviews) - Limited Functionality (26 reviews) - Difficult Customization (17 reviews) - Lack of Customization (17 reviews) ## Assembly Reviews ### 1. 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. ### 2. 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. ### 3. Very useful user interface for creating apps. **Rating:** 5.0/5.0 stars **Reviewed by:** Vlad K. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Assembly?** Creates a seamless customer service experience for users. **What do you dislike about Assembly?** A bit limited in terms of the built-in apps offered. They do have an API integration that allows for custom coded apps that is a huge solution to this though, **What problems is Assembly solving and how is that benefiting you?** Automatic billing. Support system ### 4. Just what we needed **Rating:** 4.5/5.0 stars **Reviewed by:** Aleks S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Assembly?** Copilot has exceeded expectations. Often, when you're searching for an app to meet a specific need, it looks good upfront but disappoints you when you start to configure and use it. The Copilot portal is clearly built and supported by a team that took the time to 'think first' and ensure you have the flexibility needed. Great job. **What do you dislike about Assembly?** Not much. I would prefer not to have the Copilot logo in the footer, but I can't justify the extra cost to remove it. **What problems is Assembly solving and how is that benefiting you?** We needed to share both general and individual files with hundreds of users on an ad-hoc and/or quarterly. We did not want monthly external user fees. ### 5. Copilot is my go-to business copilot! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2024 **What do you like best about Assembly?** Copilot is such a simple, streamlined platform to onboard and manage the client experience. As a small business owner, I really appreciate the reasonable cost of the platform and variety of features included in the price. I can easily send my clients custom contracts, forms, private messages, and invoices through Copilot. Plus, I was even able to implement my branding colors and fonts for a cohesive look. Having all of my client processes integrated into one simple system has been such a huge game changer for my business. I use Copilot nearly every day to communicate with clients and send important information. On top of it all, Copilot customer support is amazingly helpful. When I've reached out to customer support, I get a quick, kind, and helpful response from a real person. And, they even send out system update notices when new features are added. **What do you dislike about Assembly?** One thing I wish Copilot would do is create an app. But from what I've seen, Copilot is always improving their systems, so I have no doubt that an app is on the way! For now, I have the website pinned to my phone homescreen and I check my email for notifications which works just fine! **What problems is Assembly solving and how is that benefiting you?** As a small online business owner, one of the biggest problems I have faced is feeling like I need 10 different paid subscriptions to complete my business admin tasks. Copilot has completely solved that problem. With just one very affordable subsription, I have a place to communicate with clients, create forms, upload and share files, send contracts for e-signatures, and even send invoices. Having all these features in one place saves me so much time and money as a busy entrepreneur! ### 6. Easy to use portal for clients or vendors **Rating:** 5.0/5.0 stars **Reviewed by:** Angela J. F. | Author, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Assembly?** I love that everything I need is in one place, messages, billing, communications, resources, and it was fast and easy to setup. **What do you dislike about Assembly?** I'd love it if video callls were integrated and if I could add my own custom tasks. **What problems is Assembly solving and how is that benefiting you?** I need to send client contracts and billing in one central hub, I also need to be able to review forms and take action on the information there. Instead of using 3-4 tools I know use just one. ### 7. Excellent Portal Solution for Accounting Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Katrina L. | Principal Broker, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Assembly?** The setup for Copilot is very simple and straightforward. Communications with my clients is seamless and they are willing to use the platform. The support from how-to's is excellent and I am able to login to one platform for the majority of my needs. I use this portal daily and never an issue with the Quickbooks Online integrations. **What do you dislike about Assembly?** I have nothing to dislike about Copilot. **What problems is Assembly solving and how is that benefiting you?** The consistent issue I have with clients is a one tool solution that they are willing to use. Copilot resolves every communication and billing task in one place. This is a game changer for my accounting practice. ### 8. So far, so good! **Rating:** 5.0/5.0 stars **Reviewed by:** Talon S. | Director of Broker Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Assembly?** Copilot is going to change our onboarding process for the absolute best! I am so excited to onboard new clients with a branded platform! **What do you dislike about Assembly?** No complaints at this time. The options are well thought out and fit our needs entirely. **What problems is Assembly solving and how is that benefiting you?** Our onboarding experience was all over the place. Now, everything is located in one easily acceptible space for our clients. ### 9. Very easy to understand and use quickly **Rating:** 4.5/5.0 stars **Reviewed by:** Craig S. | Owner and Principal | Assessing the Value of Healthcare, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Assembly?** Very easy to share information with clients - I use ClickUp to track projects and can just embedd a list within a Copilot app using iframe for my clients to see. **What do you dislike about Assembly?** Not sure yet. I just started using and I'm sure I'll learn more. **What problems is Assembly solving and how is that benefiting you?** It helps me share with clients where projects stand. It's easier than emails back and forth about the status, and I can easily share my Clickup lists through the app. ### 10. Easy to setup **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Assembly?** Easy of setting up the core dashboard and the ease of integrating other add-ons. **What do you dislike about Assembly?** The lack of functionality within the contracts and forms apps. I'd like to see more robust functionality in terms of fields that can be used in those apps. Also I would like the ability to create custom tasks that aren't directly connected to those apps. **What problems is Assembly solving and how is that benefiting you?** Creating an easy to use client portal that can serve as a one-stop shop for my clients ### 11. Valuable client portal platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** Ability to create a unique experience for each client in a quick and repeatable fashion. **What do you dislike about Assembly?** Would love more native Microsoft and Adobe integrations but can build custom so not a big deal. **What problems is Assembly solving and how is that benefiting you?** Needed a client portal for a range of consulting projects ### 12. Exactly what my business needed! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Assembly?** Copilot streamlines all the important features into one platform for my business and my clients. It's easy to use interface is a gamechanger as I did very minimal training for my clients and employees which saved me so much time + stress. I also love that my clients have the Helpdesk feature where I can upload FAQs that we receive so they can always visit that section. The chat feature is also great to streamline requests from clients and keep everything in one portal. **What do you dislike about Assembly?** The only downside (which is not toooo bad) is the inability to preview files in the platform. In order for a client or employee to view a file, you have to download it to your computer first. This causes a lot of duplicate files on my computer and doesn't allow me to effectively upload my clients' brand assets. **What problems is Assembly solving and how is that benefiting you?** Copilot is helping me to streamline all my clients' assets, communication, billing, etc. It's saving me a lot of time by eliminating switching between 3-5 platforms, training my clients + employees on all those platforms, and I will no longer have to search 2841294 places for files to send clients as they are all uploaded into the portal and available for both parties to access!! ### 13. A thoughtfully created platform with outstanding support **Rating:** 5.0/5.0 stars **Reviewed by:** Kai G. | CEO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Assembly?** Copilot is in its early days, but the structure is there to build something great on top of it. In its early days, things were missing, but engaging directly with the team via their Slack channel has been an excellent experience. It feels like the team knows they are building something that solves a real need and are working incredibly hard to see it materialize. **What do you dislike about Assembly?** The downside of Copilot is that it is young, and not every feature you want is present. **What problems is Assembly solving and how is that benefiting you?** We needed a portal for a growing customer base. Sharing files via email is painful, and Dropbox has become expensive with many clients. Also, I wanted something that was professional-looking and contained our brand. I also wanted something extensible for custom work. ### 14. Dashboard to meet all your needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Christina W. | Tax professional, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Assembly?** I love all the features it offers especially the help desk. **What do you dislike about Assembly?** I haven't came across anything I dislike as of yet **What problems is Assembly solving and how is that benefiting you?** It's helping me streamline my processes and creating a awesome client experience ### 15. Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Assembly?** The amount of customizations available makes it extremely valuable **What do you dislike about Assembly?** Nothing to dislike, it's absolutely amazing **What problems is Assembly solving and how is that benefiting you?** Client portal for tax returns and e-sign ### 16. Intuitive and Incredibly easy set up **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2024 **What do you like best about Assembly?** We needed a solution for a portal that was quick and easy to set up and was able to integrate with our website and payment processor. So far, we've had no issues. Setup went smoothly and each person on our team has been able to access everything without issues. When we did run into one small problem, we reached out to Copilot and they replied quickly and helped us out. **What do you dislike about Assembly?** We need to set up more automation and will be using Zapier for that, which is fine, but if it had built in automation features (if/then) that would have been one step easier. **What problems is Assembly solving and how is that benefiting you?** We needed a place for clients to log in and manage the sales process with us. The portal allows us to have documents, files and forms ready for each client and keep track of their individual processes. ### 17. A Central Hub for Streamlined Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Assembly?** Copilot excels in facilitating communication with my clients, keeping everything organized and in one place, which is essential for maintaining a professional atmosphere. The platform has significantly simplified my workflow, and it's just as helpful for my clients who need to stay organized. I've tried numerous client portals, and Copilot has become my favorite for its user-friendly interface and robust organizational tools. **What do you dislike about Assembly?** My experience with Copilot has been extremely positive. To make it even better, further customization options would be appreciated to tailor the experience more closely to the specific needs of my clients and business. Nonetheless, this is a small suggestion in light of the overall effectiveness and convenience that Copilot offers. **What problems is Assembly solving and how is that benefiting you?** Copilot has solved the problem of fragmented communication and information management with clients. By providing a single platform where all project-related correspondence, documents, and tasks are centralized, it has eliminated the need for multiple tools and platforms. This consolidation has greatly reduced the time spent on managing client interactions and has kept both my clients and me more organized. The clear structure and easy access to information have led to more efficient project management and a smoother workflow, which in turn has improved the overall satisfaction of my clients and the professionalism of the services offered. ### 18. Very Pleased, great product. **Rating:** 4.0/5.0 stars **Reviewed by:** caleb n. | Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2023 **What do you like best about Assembly?** SIMPLICITY! Too many products like this are filled with features, but they're so full that they become intimidating. Copilot is extremely easy to just jump into and start using right away. Integrates really easy with stuff I'm already using and was super fast to set up. **What do you dislike about Assembly?** Not much I dislike, it's a great product. A couple things I'd like to see (Maybe I'm just looking in the wrong spots too): - Being able to copy files between users/companies. Or have a template file structure. - Being able to customize the dashboard for each individual client. I don't need all the apps for each client. - More control over invoices. Would like the ability to send reminders and make minor changes without voiding an invoice. **What problems is Assembly solving and how is that benefiting you?** Makes it really easy to deal with clients. Same system for each. Onboard them, get them set up, get to work. ### 19. Just what I have been looking for **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Assembly?** It provides me the ability to diseminate information to a specific set of users/clients without having to do one bit of coding. It is easy to use as I have already set this up and am currently providing information to my users, all without reading the user guide, which I know I need to do. Who knows what other wonderful things that I will discover about this product. **What do you dislike about Assembly?** I havent really found any as yet. But will update if I do have find any downsides. **What problems is Assembly solving and how is that benefiting you?** It allows me to easily provide information to my clients/users and also to gain feedback from theml. ### 20. User friendly and streamlined. **Rating:** 5.0/5.0 stars **Reviewed by:** Kiele C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Assembly?** I like that the client portal is easy to navigate from an internal and external perspective. I also like that you are able to connect other apps like Google Sheets and Clickup. **What do you dislike about Assembly?** I wish I was able to create folder templates within the native file system that can be applied to multiple clients at once. **What problems is Assembly solving and how is that benefiting you?** I used to have multiple platforms and it seemed overwhelming to have that many tabs open, now I can have just one platform that connects everything. I also was in another client portal software that was very technical on the client end. ### 21. The best client portal on the internet. **Rating:** 5.0/5.0 stars **Reviewed by:** Hayes C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Assembly?** The client portal is amazing. Fully customizable so you can provide clients with all pertinent information 24/7. No more answering FAQs constantly, just post them in the client portal. Email notifications are sent with every message you send, ensuring your clients are retained and aware of updates regarding their project. On top of all these features, the customer service is top notch. From onboarding to Zapier automation help, Copilot team members will help you every step of the way. If you manage clients and need a way to stay organized, give copilot a try. You won't regret it. **What do you dislike about Assembly?** The only downside is the lack of sorting conversation features. It can get busy if you have a lot of active clients. Other than that, the application is perfect. **What problems is Assembly solving and how is that benefiting you?** Copilot helped us create a platform that gave our clients a better, more informed experience as they moved through our project based funnel. Without Copilot, we only communicated through email, and there was no platform to display pricing information, FAQs, and other important information 24/7. ### 22. Easy to navigate and setup **Rating:** 4.5/5.0 stars **Reviewed by:** Joni B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Assembly?** It was easy to set up and get Copilot going in very little time. It's a nice platform for small businesses to connect with clients, send invoices, receive payments, and have a dashboard. **What do you dislike about Assembly?** If you are using a subdomain, expect it to take a little bit for it to connect. **What problems is Assembly solving and how is that benefiting you?** Copilot provides an easy platform to connect with clients to share information, collect information and manage billing. ### 23. Good so far **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Assembly?** I appreciate that it's one central hub for all of my clients. **What do you dislike about Assembly?** The "custom apps" suck... these features are the most lacking and least professional looking. **What problems is Assembly solving and how is that benefiting you?** - Client communication. One central place to message clients while keeping my inbox uncluttered. - Billing. - Zapier with forms ### 24. Best Client Portal platform out there. **Rating:** 5.0/5.0 stars **Reviewed by:** George U. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about Assembly?** Has a Realtor® it is important to make the transaction process as easy as possible for my clients. This is the only platform that I have found that offers everything you need to really highlight your clients experience. From direct text, meeting extentions, files you name it this platform offers it. **What do you dislike about Assembly?** I havent found anything yet. I have enjoyed every aspect of this platform **What problems is Assembly solving and how is that benefiting you?** Giving my clients direct instant access to information about their transaction. ### 25. Easy to set up and offers great customization **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Assembly?** I like how simple it was to set up and the ability to customize and build custom apps. **What do you dislike about Assembly?** It would be nice to have more control over how the actual portal layout is. **What problems is Assembly solving and how is that benefiting you?** Easily being ableto set up a client port and the surrounding infrastructure in such a short period of time. ### 26. Great for managing dozens of clients **Rating:** 5.0/5.0 stars **Reviewed by:** Lucy N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Assembly?** What I like most about Copilot is how well organised and thought out it is. It puts a professional image across to clients and potential clients and rounds the package I offer. Messaging is completely confidential and allows all communications to be in one place, rather than across multiple channels. It's really easy to use and implement. I use it daily. **What do you dislike about Assembly?** I wish it could better integrate with some other softwares, like Zapier to provide better streamlining. **What problems is Assembly solving and how is that benefiting you?** It's ensuring that everything is in one place and I don't need to remember all of my clients passwords, they can use this software for all things related to my services. It also streamlines some tasks which helps greatly. ### 27. Exactly what we were looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Justin M. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2024 **What do you like best about Assembly?** Ease of use and getting started and the support from the onboarding team. **What do you dislike about Assembly?** Not really a dislike, but see many areas of opportunity for further integration and functionality. But Rome wasn't built over night. **What problems is Assembly solving and how is that benefiting you?** Centralization of customer activities ### 28. Customized Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Assembly?** We love using this to connect with our customers in our business who are regular customers/accounts/vendors. We love how it is customizable to each account but also can have the same updated features. We have not had to use customer support yet but hear they are really easy to work with. We use this portal on a daily basis with our customers and plan to continue to use it. **What do you dislike about Assembly?** One thing that we would like to see is where we can upload multiple videos to a customer from youtube and not just one specific one **What problems is Assembly solving and how is that benefiting you?** Interacting with our customers, keeping all their billing and contracts in one place and being able to customize each portal to each individual. ### 29. Seamless & Intuitive Place For The Heart Of Your Business **Rating:** 4.0/5.0 stars **Reviewed by:** Clay L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2023 **What do you like best about Assembly?** Simple Sign in, automation through zapier, helpdocs, how simple yet robust it is. **What do you dislike about Assembly?** I wish we had the functionality to send the client a text when you message them. **What problems is Assembly solving and how is that benefiting you?** All of my client communication gets tangled up in my CRM with the leads I am nurturing. So one thread can be me trying to set a call and the next is all about onboarding. I want to change that and have everything in one place once they have paid me. Plus I think this will add the professionalism of my business, people willl log in and be like dang. Really excited to have a dedicated support portal in here and have lots of help docs my clients can refer to. ### 30. Peace of mind with storing and transferring sensitive data **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Assembly?** Easy to use and the support staff is engaging and care about your business. The price, size, user count and features was the best around for a deal room. **What do you dislike about Assembly?** There are some minimal out of pocket costs to integrate automation but the cost was less than a family dinner. **What problems is Assembly solving and how is that benefiting you?** Having a secure and HIPAA compliant storage and data transfer system between our clients and PEO Partners. It provides peace of mind for our clients and is effcient for us collect and safely transfer data. ### 31. Great personalization to custom apps and reducing time to market significantly. **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos J. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Assembly?** I love how fast you can launch a robust MVP with Copilot **What do you dislike about Assembly?** It would be great to have multiple languages available in the platform but overall its great. **What problems is Assembly solving and how is that benefiting you?** It is building the infrastructure service oriented businesses need. ### 32. Responsive customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Assembly?** Customer support, ease of implementation **What do you dislike about Assembly?** Customisation beyond what is offered on the platform **What problems is Assembly solving and how is that benefiting you?** Streamlines development of a functional client portal. ### 33. Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Guillermo A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Assembly?** Copilot is avery intuitive and easy to use platform. It perfectly adapts to my business model and everyday needs **What do you dislike about Assembly?** Too much idfference between plans pricing **What problems is Assembly solving and how is that benefiting you?** One Stop Shop for all my business management needs ### 34. Copilot is a quality portal to meet our accounting needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Sara T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Assembly?** Copilot allows us to work with our clients in real time whether we are face to face or across the world. Contracts allows us to get documents signed instantly. Technical support is on point! **What do you dislike about Assembly?** Some features get released too quick but kinks get fixed quick! **What problems is Assembly solving and how is that benefiting you?** Esigning of documents. Engagement letters File storage and transmittal to client. Not having to print files. ### 35. Our Awesome experience working with Co-pilot **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Assembly?** My favourite part about co-pilot is it's flexibility to work with different apps. The tool integratees extremely well with most tools and the UX/UI is seemless. Their customer support is also always on the ball and willing to go the extra mile to support. The community as well is very helpful and the diescussions that happen in slack are insightful and help me use the tool better. **What do you dislike about Assembly?** I do hope they can find a way to integrate Airtable interfaces within the tool. It would also be ideal if the app can send notifcations to our clients within the channel without having to set it up as a zap. **What problems is Assembly solving and how is that benefiting you?** Being able to provide a seemless/streamlined experience for our clients. ### 36. A User-Friendly App with Stellar Support, But Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Cassy A. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Assembly?** I've been using Copilot for a short while now, and I must say that its user-friendliness has truly impressed me. The platform's interface is intuitive, making it easy for me to navigate through various features and functionalities without any hassle. The real standout, however, is the exceptional support provided by the Copilot team. Whenever I've encountered an issue or had a question, their support has been prompt, helpful, and dedicated to ensuring that my experience is smooth and productive. **What do you dislike about Assembly?** There are a couple of areas that I believe could be improved. Firstly, it would be incredibly convenient if there was an option to download all client information Having the ability to export a comprehensive client report in one go would streamline my workflow significantly. Additionally, I've found it somewhat frustrating that I can't archive information within Copilot. As my client list grows, I'd like to keep my workspace organized by archiving past projects or interactions. Unfortunately, Copilot lacks an archiving feature **What problems is Assembly solving and how is that benefiting you?** Copilot's client portal has made my workflow easier by centralizing all client-related files and information in one convenient location. This feature eliminates scattered data, enhances organization, and streamlines collaboration. With easy document sharing and structured client folders, I can efficiently manage projects and boost client satisfaction. The time saved on administrative tasks now translates into more productive work hours. ### 37. Easy integration and smooth workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Kobina A. | Associate Director - Oncology Medical Affairs, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Assembly?** How easy it is to have all i need to communicate with my clients at one place **What do you dislike about Assembly?** So far so good. I am still learning this impression space. **What problems is Assembly solving and how is that benefiting you?** Ease of collecting documents from clients ### 38. Highly Customizable and super functional client portal solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina A. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2023 **What do you like best about Assembly?** I love that with Copilot you have the opportunity to create a custom client experience across any industry. The integrations with other software allow for limitless customization and create so much convenience when trying to create a 1 stop shop where your clients can't get anything they need from you. **What do you dislike about Assembly?** The Files section could use a little improvement. It would be nice to be able to have a Featured document for example making it so that the most current reports are always showing front and center when the client logs in to look at their files. Also having another option to create a static web page to embed would be awesome. We know about super.co but we would love another solution that is more cost effective for embedding notion pages in to Copilot **What problems is Assembly solving and how is that benefiting you?** We anted to create a white glove experience for our clients so that when they review monthly reporting or when they want to look at client resources we have provided they can access an attractive, dynamic database that fits their unique needs. ### 39. Co-pilot allows us to automate a lot of our business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Assembly?** The API and easy Zapier integrations makes copilot almost completely automatable. **What do you dislike about Assembly?** I find the helpdesk UI a bit confusing, jumping between the portal view seems a bit clunky. It would be cool to see a side-by-side / live-preview. **What problems is Assembly solving and how is that benefiting you?** Allowing me to automate swaths of the business. Which allows me and my colleagues focus on revenue generating activities. ### 40. Don't bother looking at others **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Assembly?** Flexibility and great customer service. This service is brilliant. **What do you dislike about Assembly?** The lack of flexibility with other currencies and no mobile app option **What problems is Assembly solving and how is that benefiting you?** Customization at my fingertips ### 41. Great value for my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Philip O. | Market President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Assembly?** Ability to customize the portal with different apps. **What do you dislike about Assembly?** Could have more features instead of plugging in apps. **What problems is Assembly solving and how is that benefiting you?** Whitelabeled portal that allows file sharing and customization. ### 42. Copilot has been an invaluable tool for our business, and continues to get even better every day. **Rating:** 5.0/5.0 stars **Reviewed by:** Luke W. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Assembly?** We are a consulting firm, and we are able to perform almost all of our client interactions in one place, including messaging, signing contracts, sharing files, invoicing, and more. The interface is streamlined, and we've received positive feedback from our customers on their experience using it. Also, the Copilot team is very open to feedback and suggestions, and since we joined, they have implemented several features we requested, which is incredible. **What do you dislike about Assembly?** Very little, so far, using Copilot has been perfect for us. Occasionally, we have a feature request for something that the application doesn't do yet, but when we do, the Copilot team is very helpful at providing current workarounds and adding it to the roadmap. **What problems is Assembly solving and how is that benefiting you?** Copilot helps us immensely with our client interactions and keeps everything in one place so that we don't have to move between 5 applications to do messaging, billing, invoicing, etc. Our customer appreciate having one place to go where they can find everything. ### 43. Great platform for managing clients! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2024 **What do you like best about Assembly?** It's great to get your client working papers, contracts and billing organized. There's also e-signature and directly billing, which is great. **What do you dislike about Assembly?** Sometimes there's bugs and glitches, and not exactly working as expected. **What problems is Assembly solving and how is that benefiting you?** Copilot is great in providing a sleek and modern client experience for the client. The ability to customize for branding and app connection is also great! ### 44. Turnkey solutions for scaling clients' success **Rating:** 5.0/5.0 stars **Reviewed by:** Clifton S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Assembly?** The endless possibilities with adding custom apps to help fit the needs of our clients while also maintain a sense of standardization and simplicity on our end as well. **What do you dislike about Assembly?** No dislikes besides having stronger Google Integration with the Google Folders and Slides. That would be great to help keep clients in one location while we work together with various tools within the Google Suite. **What problems is Assembly solving and how is that benefiting you?** Allows me to connect all my clients' tools that we use to collaborate together in one place. It also allows us to store our knowledge base of trainings and templates without having to rely on another vendor for services. ### 45. Best Overall Client Portal Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Nick R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Assembly?** A lot of positives with Co-Pilot. One of the first things we consider is the UI/UX, which is modern, minimalistic, reliable, and user-friendly, which we find appealing to all of our clients. Another selling factor was being able to pass on Credit Card fees. Since we can offer clients ACH, clients who opt to pay with a card can do so without us having to take the hit or inflate our pricing. The most positive thing I have to say is the responsiveness and accessibility of the Co-Pilot team. Their Slack channel makes it easy to talk to other users, explore ideas, or get help when needed. The entire team is very involved, including the co-founders, and we love we can have that direct line and support them as the company grows. A lot of cool things are planned, and think they're going to do some big things! **What do you dislike about Assembly?** Anything I would list here is on their planned road map or being considered. I wish there were a way to be notified via an app when clients do things in the portal; I deleted email from my phone for sanity reasons and only check it twice a day. By no means a deal breaker considering all of the positive features. **What problems is Assembly solving and how is that benefiting you?** Giving our clients a simple and feature-rich client portal to do everything related to our business together. Gives our clients one place to go to for messages, updates, billing, files, forms, etc. ### 46. The Best Client Portal for Service Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Assembly?** Copilot has "for service businesses" in almost all its copy, and it's true. I was close to no-coding my own platform until I found this SaaS. Other software/CRMs claim you can customize their client portals, but they only mean slapping on different fonts and colors. With Copilot, I can optimize the UX for my clients while streamlining my workflow. The platform has almost everything I need built in, and I've easily integrated the one or two missing features specific to my business needs through custom apps. I can't think of another product in the past decade that has made my life — professional and personal — so much better. **What do you dislike about Assembly?** Nothing. I know it only completed Series A funding this year, but I've become so dependent on Copilot to run my business that I hope they get all the funding and revenue they need to scale up. They are constantly adding and improving features, so I concede some businesses may need a function that doesn't exist yet, but I have everything I need and then some. **What problems is Assembly solving and how is that benefiting you?** My biggest problem was the lack of truly customizable client portals. I would have selected Copilot just for that, but getting an optimal CRM thrown in just sweetens the bargain. ### 47. Excellent platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about Assembly?** Got up and running very fast. Setup was quick and easy. Love all of the apps. Customer service is responsive and helpful. Lots of useful features, especially forms and e-signature to streamline onboarding. Overally, I'd definitely recommend Copilot! **What do you dislike about Assembly?** Some basic apps (like Google Sheets/Docs) should be included in the Starter tier **What problems is Assembly solving and how is that benefiting you?** All-in-one portal for clients vs. separate functions. So far, clients really like it! ### 48. A complete experience for my design agency and for my clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur L. | Head of growth design & No-code teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2023 **What do you like best about Assembly?** CoPilot is an excellent platform for providing clients of my design agency with an all-in-one experience. Messaging, invoicing, ticketing forms, and much more are seamlessly integrated. I highly recommend it **What do you dislike about Assembly?** Nothing for the moment... Perhaps an integration with Notion? And maybe an integration with Freebe for invoicing? **What problems is Assembly solving and how is that benefiting you?** Copilot addresses the primary challenge for an agency: the fluidity of exchanges and, most importantly, the ease of sharing files and information. ### 49. Easiest Client Portal Option! **Rating:** 5.0/5.0 stars **Reviewed by:** Katelynn K. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Assembly?** Copilot has been a game changer for us! The entire Copilot team has been an incredible resource and we are operating better as a company using this product. This is a responsive team that genuinely listens to feedback and wants us to succeed. We are excited to continue a relationship with Copilot and watch this product become the premier choice for client portal solutions. **What do you dislike about Assembly?** My only "complaint" about Copilot is that since they're so new, there are plenty of features I'd love to see added. But the team is constantly making improvements and launching new features that better this software. **What problems is Assembly solving and how is that benefiting you?** We did not have a singular location client could repeatedly go to for deliverables and information. Copilot has helped us centralize client resources and better communicate with clients on a regular basis. ### 50. Powerful, open and easy to use platform **Rating:** 4.5/5.0 stars **Reviewed by:** Charlie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2023 **What do you like best about Assembly?** Very powerful integration possiblilities through zapier which essentially allows you to use the platform for most use cases **What do you dislike about Assembly?** Concept of clients and customers is clunky, and the lack of customisable permissions and views makes many use cases, particularly for decentralised/branch customers difficult **What problems is Assembly solving and how is that benefiting you?** Copilot allows us to give our customers a customer portal experience, which can automate billing, share content and help articles and generally give a better customer experience. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-05-29+16%3A06%3A43+-0500&secure%5Bsession_id%5D=fc39748c-fe85-4a0f-9843-85ff6b601049&secure%5Btoken%5D=639c0352a95d68fb0ecf088478dd39d8dca2d95935a55e429b475da1e7931f4b&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 Forms](https://www.g2.com/products/microsoft-forms/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)