--- title: Assembly Reviews meta_title: 'Assembly Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 325 reviews by the users' company size, role or industry to find out how Assembly works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 325 scale: '5' date_modified: '2026-07-26' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 325 ## About Assembly Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ## Assembly Pros & Cons **What users like:** - Users find the **ease of use** of Assembly exceptional, streamlining client information presentation and management. (147 reviews) - Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort. (80 reviews) - Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product. (75 reviews) - Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient. (73 reviews) - Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively. (72 reviews) - Users appreciate the **professional look and comprehensive service delivery** of Assembly, enhancing client satisfaction significantly. (71 reviews) - Easy Integrations (60 reviews) - User Interface (60 reviews) - Customization (57 reviews) - Simple (57 reviews) **What users dislike:** - Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality. (96 reviews) - Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability. (66 reviews) - Users desire more **customization options** for the portal, wishing for full CSS control and theme selections. (47 reviews) - Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development. (44 reviews) - Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software. (33 reviews) - Expensive (26 reviews) - Limited Functionality (26 reviews) - Access Limitations (25 reviews) - Difficult Customization (17 reviews) - Lack of Customization (17 reviews) ## Assembly Reviews ### 1. 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 ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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 ### 7. 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 ### 8. 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. ### 9. 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 ### 10. 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. ### 11. 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 ### 12. 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 ### 13. 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. ### 14. 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. ### 15. 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. ### 16. 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. ### 17. 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. ### 18. 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 ### 19. 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. ### 20. 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! ### 21. 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. ### 22. 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. ### 23. 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. ### 24. 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. ### 25. 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 ### 26. 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 ### 27. 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!! ### 28. 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. ### 29. 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 ### 30. 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 ### 31. 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. ### 32. 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. ### 33. 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. ### 34. 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. ### 35. 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. ### 36. 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. ### 37. 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. ### 38. 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 ### 39. 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. ### 40. 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. ### 41. 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. ### 42. 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 ### 43. 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. ### 44. 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. ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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 ### 49. 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. ### 50. 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. ## 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=2026-08-01+03%3A16%3A47+-0500&secure%5Bsession_id%5D=2ae7effd-e58e-42b3-84d7-b46df60b38d0&secure%5Btoken%5D=7a02fd52d3a014a3adf1c7e9b2dafdb4345f90c06415eec117c5d7f036be5b43&format=llm_user) ## Assembly Integrations - [AgencyAnalytics](https://www.g2.com/products/agencyanalytics/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ClickFunnels](https://www.g2.com/products/clickfunnels/reviews) - [Close](https://www.g2.com/products/close/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Forms](https://www.g2.com/products/microsoft-forms/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) ## Assembly Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **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 (606 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)