# Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 308 ## About Assembly Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ## Assembly Pros & Cons **What users like:** - Users value the **ease of use** of Assembly, greatly enhancing their ability to present and manage client information. (152 reviews) - Users find the **easy setup** of Assembly impressive, enabling quick launches and efficient operation for sales teams. (82 reviews) - Users commend the **fantastic and responsive customer support** , highlighting helpful assistance and effective problem-solving. (78 reviews) - Users find Assembly to be **intuitive and user-friendly** , simplifying client management and enhancing overall workflow efficiency. (75 reviews) - Users appreciate the **professional and customizable client portals** of Assembly, enhancing service delivery and client satisfaction. (73 reviews) - Users commend the **seamless integrations** in Copilot, enhancing functionality and customizing their business portals effectively. (73 reviews) - User Interface (63 reviews) - Easy Integrations (62 reviews) - Customization (60 reviews) - Simple (58 reviews) **What users dislike:** - Users desire more **flexibility and features** in Assembly to better adapt to their workflows and project needs. (100 reviews) - Users find the **limited features** of Assembly restrict useful integrations and customization options significantly. (69 reviews) - Users express concerns about **limited customization** , such as static dashboards and restricted file management options. (49 reviews) - Users find the **limited features** of Assembly require workarounds and hinder flexibility in their workflows. (47 reviews) - Users desire improved **integration capabilities** for smoother workflows, as current APIs are still a work in progress. (35 reviews) - Limited Functionality (28 reviews) - Access Limitations (26 reviews) - Expensive (26 reviews) - Difficult Customization (19 reviews) - Lack of Customization (18 reviews) ## Assembly Reviews ### 1. Finally found the solution for connecting with our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Assembly?** We like the intuitive layout. Copilot also allows a great deal of customization. The partner apps and the ability to integrate our other tools are fantastic features. The client experience is smooth and easy. We expect little friction when onboarding our customers. The automation features, especially with Zapier are great and I expect them to become even better over time. **What do you dislike about Assembly?** Nothing really. One thing I think that would be a big benefit would be more detailed instructions for using the API and creating webhooks. I think they assume a certain level of knowledge for working with API's. It's pretty early, so their documentation is a work in progress. I expect this will evolve. We have not used Copilot very long, and have not put it into service yet. We may find something to dislike later, but nothing yet. **What problems is Assembly solving and how is that benefiting you?** We are always looking for better ways to share, store, and organize information for our clients. The problem we have faced is that our client base is "technologically hesitant". We need a better, more efficient way to connect with our clients rather than just email. And, whatever that connection is has to be simple and non-intimidating to our clients. It looks like Copilot is that solution and will allow us to provide even more of a "done for you" service. ### 2. Copilot is easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas J. | Human Resources Business Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2023 **What do you like best about Assembly?** I attempted to use other client portals for my consulting business and they did not work like Copilot. It's easy to use and add on the branding features like custom domain and colors, it makes my client portal feel like mine! **What do you dislike about Assembly?** Some of the functionality with the file system is lacking. Not enough room on smaller screens, feels like everything is smooshed together. Used to Dropbox for file sharing so it might just be me. **What problems is Assembly solving and how is that benefiting you?** Client portals, file sharing, and messaging. ### 3. My clients are impressed! **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2023 **What do you like best about Assembly?** I like the white glove experience and that app integration allows me to put all of the tools from my tech stack in one place for my clients. **What do you dislike about Assembly?** It is more expensive than I would have preferred. **What problems is Assembly solving and how is that benefiting you?** Secure file sharing with my clients and having all of my client's deliverables in one place so they can easily retrieve them. ### 4. Great billing tool for a small agency **Rating:** 5.0/5.0 stars **Reviewed by:** Joe H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Assembly?** What I love most about Copilot is how easy it is to create subscriptions for my customers with recurring plans. Since most of my customers fall into this category, it's been a huge time saver and has made billing a breeze. The whole process is smooth for my customers, and I can rest assured that everything is handled automatically, so I no longer have to worry about unpaid invoices. **What do you dislike about Assembly?** Since they are a relatively new startup there are a few kinks in the system. However this is to be expected when you're on the cutting edge of technology. It really is the future of billing for small businesses like me. **What problems is Assembly solving and how is that benefiting you?** One of the issues that I had previously using QuickBooks was that invoices had Quickbooks branding plastered all over them. Quickbooks just doesn't care about this part of their massive company. I still have to use them for accounting, but copilot has saved me on the billing front. It's nice for customers to be able to login and manage payment methods. Since I'm great at communicating with clients, they don't login much knowing it's all automatic. most of my customers just want to see their plans continue to be paid and portal allows that to happen with no confusion. ### 5. Well designed suite of tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about Assembly?** Its design and the thoughtfulness of its features. It's packed with all the services I need as an agency to manage my portfolio of clients, as well as manage the projects with all of them. It is easy to install and I'm using it daily **What do you dislike about Assembly?** Copilot has a subscription billing cycle which, unfortunately for me, allows only USD and not EUR. **What problems is Assembly solving and how is that benefiting you?** Everything is centralised within Copilot so me and my clients don't have to switch between multiple tools. ### 6. Amazing Client Portal Option for Busy Business Owners! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Assembly?** My team and I absolutely love CoPilot for my 3 businesses. Copilot offers seamless functionality, the ability to embed almost anything (and it's interactive.), a beautiful minimalistic look with the option to white label everything, and the client experience is SO smooth! On top of all the great things the software does, the Copilot team is VERY responsive, it's insane! They immediately respond to help via Slack, note feature requests, and release improvements weekly! Some features my team has requested are rolled out within months, if not sooner. I'd recommend Portal to any of my friends or colleagues. It is a great way to manage client projects, communication, share resources, and invoicing! **What do you dislike about Assembly?** Fortunately, there's not anything to dislike honestly. My team and I have a lot of features we'd love to see, but Copilot is so great at noting them and eventually releasing them. The pricing is on the higher-end side - but it's worth it. **What problems is Assembly solving and how is that benefiting you?** - Time-consuming communication with clients via email or phone calls., now solved with instant communication through messaging. - Quick & easy billing, all stored and accessible in one place. - Easily share resources with clients. - Easily share project status with their embed feature, so clients don't have to question what it is we're doing for them! ### 7. A brilliant tool for service based businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Lachlan N. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2023 **What do you like best about Assembly?** A modern, fast and intuitive tool to engage with clients and get work done. You can get up and running so quickly, and then it 'gets out of the way' so you can get your work done. It feels like a natural extension of our brand and business already. **What do you dislike about Assembly?** Copilot is aiming for simplicity so they are (strategically) lacking some features. But the team are really open to suggestions and improvements and take all feedback into consideration. **What problems is Assembly solving and how is that benefiting you?** We need a client portal that's easy to use and provides exclusive guides (helpdesk articles) to our members. Our branded client portal works great on desktop and phone web browser. The chat, doc storage is super fast and easy to use. ### 8. Your Custom Client Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Michael R. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about Assembly?** The ability to customize your client's portal experience. **What do you dislike about Assembly?** There is currently no mobile app and limited number of integrated apps. **What problems is Assembly solving and how is that benefiting you?** The flexibility of customizing the client experience and differentiating us against our competitors. ### 9. Co-pilot is helpful! **Rating:** 4.0/5.0 stars **Reviewed by:** Sarina P. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Assembly?** Very useful platform for flexibly plugging in our existing tools. **What do you dislike about Assembly?** I wish it had more customizable pages. For example, I wish I could host a page on copilot and design it, not all embedded because the embedded things have to be public. **What problems is Assembly solving and how is that benefiting you?** I am able to centrally provide my clients with a login that allows them to access multiple resources they have as our clients. ### 10. User- and Client-Friendly Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Tess P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Assembly?** Copilot is intuitive and has a simplistic view without being simple. You can rename the areas anything of your choosing to best fit your business needs. Onboarding is easy because the system is so intuitive, so you don't have to spend hours watching videos or chatting with support on how to work the system. **What do you dislike about Assembly?** The pricing model is a bit higher than some of the other competitors. We had to look at additional software to make the portal do and look just like we needed it to, which makes the price more prohibitive. **What problems is Assembly solving and how is that benefiting you?** We use Copilot as a Client and Candidate Portal in our business consulting agency which focuses on talent acquisition. It helps our Clients and Candidates stay more in-tune with the process, access documents, videos, or assessments. ### 11. Using the Copilot Platform has been amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan B. | Web Designer & Developer | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2023 **What do you like best about Assembly?** The most helpful aspect of Copilot is that it combines various features into one platform, so my clients and I do not need to have several accounts on different platforms to achieve these tasks. The support within the Copilot community is top-notch. Anytime I have asked a question or given feedback, I receive very prompt, detailed replies that directly address the question or concern. Overall, my experience with the platform has been amazing! **What do you dislike about Assembly?** In my honest opinion, one module that could use some love is the billing module. The lack of certain vital functionalities makes it slightly less ideal than I would like. The lack of a quoting/estimate system where clients can approve and convert to an invoice and the lack of the ability for partial payments to be made (such as an upfront deposit) are two features I am missing that a competitor offered in their platform. **What problems is Assembly solving and how is that benefiting you?** It helps by allowing me to streamline my processes and have one place where all clients can get support, share files, request new projects, pay invoices and subscriptions, and get project status updates. ### 12. Perfect for what I needed **Rating:** 4.5/5.0 stars **Reviewed by:** Freedom D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2022 **What do you like best about Assembly?** I like the flexibility of it, that it is white labelled and clean/modern looking there are a lot of competitors I looked at beforehand and they are extremely outdated or difficult to setup. They have great customer support aswell which helps when setting up. **What do you dislike about Assembly?** They are still growing so some of the integrations I was looking for aren't there just yet and Zapier integration is there but still being added onto so not the worst thing in the world as they are on the way but yeah. **Recommendations to others considering Assembly:** Definately try it out **What problems is Assembly solving and how is that benefiting you?** Having a centralised platform for my clients which is able to link with other softwares we are using for automation is great means we are a lot more productive and clients prefer it over our previous workaround ### 13. Great product & exception customer/technical support **Rating:** 5.0/5.0 stars **Reviewed by:** David Y. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Assembly?** Copilot is a really useful and slick customer portal platform that has instantly made my new startup an extremely professional look and feel. **What do you dislike about Assembly?** Nothing I can think of currently, and I look forward to the new automation tooling that is being released soon. **What problems is Assembly solving and how is that benefiting you?** I needed the ability for customers to be able to e-sign new service agreements, and have access to files and support documents in a secure manner. Copilot does it all for me, all in one place. ### 14. Top Client Portal **Rating:** 3.5/5.0 stars **Reviewed by:** August S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2023 **What do you like best about Assembly?** easy to use UI and UX Not overdone on features fantastic documentation Great client portal software **What do you dislike about Assembly?** - Pricing - The product is great, but I do think the pricing is very steep for what they offer **What problems is Assembly solving and how is that benefiting you?** Client managment and subscription tracking ### 15. A must have! **Rating:** 5.0/5.0 stars **Reviewed by:** Rob R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2023 **What do you like best about Assembly?** CoPilot is an essential piece of our online business. With it we're able to successfully manage our client base. Having one place to safely handle communications, billing, and project file transfers has been a godsend. **What do you dislike about Assembly?** The only thing I wish they would modify is the available storage space for their Basic plan. 10GBs is barely anything and even Dropbox's most basic plan at $10/mo offers 2TB. I would also love to see a "Dark" mode integrated and more branding options. **What problems is Assembly solving and how is that benefiting you?** Without Copilot we would need to manage different aspects of our business through multiple different applications. CoPilot solves that by having it all under one house. ### 16. Review of Co Pilot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Assembly?** Easy to personalize and very user-friendly. I appreciate the ability to make it our own like the order of the left navigation. In comparison to other portals Copilot is the best front facing for customer interaction. **What do you dislike about Assembly?** Wish we could embed it with all the other apps that we use. Being able to embedd some of our other website/apps would make it even more user friendly for our customers. **What problems is Assembly solving and how is that benefiting you?** Solving a place for deliverables for our clients ### 17. The Best Client Portal Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Julia C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2023 **What do you like best about Assembly?** The easy of use and also how quickly I was able to set up my portal for my clients. **What do you dislike about Assembly?** The main downside is that there isn't a built in task manager or project manager board in there. **What problems is Assembly solving and how is that benefiting you?** A simple user friendly tool for my clients to access vital information about their projects. ### 18. Portal has changed the game for my agency! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica S. | Owner / Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about Assembly?** Portal is great for keeping everything client-related in one place. It simplifies our internal workflow, streamlines communication with clients, and allows us to provide a top-quality experience for clients. **What do you dislike about Assembly?** There's nothing I would consider unhelpful about Portal as it is today, but I do hope to see additional integrations built out in the future for programs like Asana, which are not yet supported. I've enjoyed the ability to suggest features to the dev team directly through the Portal Slack community, and I look forward to seeing the future expansion and growth of Portal. **What problems is Assembly solving and how is that benefiting you?** Portal is great for streamlining the client experience. Before implementing Portal for our clients, we were managing everything through separate programs (email for communication, Google Drive for file sharing, Xero for invoicing) and it was easy to miss things. Now, we've got all of that functionality in one place and we're serving clients much better than we ever have. Our internal team loves the simplicity as well, especially compared to tracking down email threads! ### 19. Seamless **Rating:** 5.0/5.0 stars **Reviewed by:** James G. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Assembly?** Simple interface and ample resources to learn the platform. **What do you dislike about Assembly?** There is nothing I don't like about using Copilot. **What problems is Assembly solving and how is that benefiting you?** Streamlined client communication and document management. ### 20. Perfect system **Rating:** 5.0/5.0 stars **Reviewed by:** Julia L. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Assembly?** Love CoPilot! So clean and helpfull for clients. Great branding and customer support **What do you dislike about Assembly?** Nothing! Well maybe that you need to pay more for Zapier integration **What problems is Assembly solving and how is that benefiting you?** Customer service, client talk ### 21. Amazing tool for managing invoices, bills, data **Rating:** 4.5/5.0 stars **Reviewed by:** Jaivik B. | Marketer and operation manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2023 **What do you like best about Assembly?** Most coherent feature for integrating all the files, documents, and data with the help of this platform. The most amazing thing is its UI, which is very easy to use. All the tools available here are fully customizable, and their functionalities work perfectly. **What do you dislike about Assembly?** It is sometimes not easy to integrate with the payment software or application with this software. Banking servers do not collaborate or integrate easily with this software. And even after integration, the process takes a longer time as compared to usual time. **What problems is Assembly solving and how is that benefiting you?** With the help of this software, we can easily showcase and display all our documentation and information to our clients without any failure. Most useful for my marketing and research team, they are happy using this as it helps them to search and gather data from websites and markets and analyze them for creating an accurate analytical report, and them for the betterment of our company. ### 22. I've been looking for this solution ever since starting my business **Rating:** 5.0/5.0 stars **Reviewed by:** Asher R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Assembly?** Copilot provides nearly unlimited customizability **What do you dislike about Assembly?** Some graphic design is rough (i.e. small icons) **What problems is Assembly solving and how is that benefiting you?** Copilot helps me increase engagement with my clients, and helps to keep them organized for onboarding and maintenance. ### 23. Simple to use, secure, and seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua B. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Assembly?** I favorite things about Portal is how easy it is to set up, along with how "white-labeled" the product feels. Integrating with other tools and apps is super simple, especially since it works with Zapier. My customers are really impressed and often compliment me for my product — little do they know it's all Portal! The team at Portal is super communicative, supportive, and they ship new features all of the time based on what the customers want. I highly recommend! **What do you dislike about Assembly?** The price is a bit high, but the value is definitely there if you can grow clients enough to make the revenue. Not too much to dislike about Portal, as their team is super open to feedback from their users. **What problems is Assembly solving and how is that benefiting you?** I work with clients on their investor pitch decks, so it involves a lot of file sharing and back and forth communication. If it wasn't for Portal, I would have to do this through email or Slack, but nothing would be centralized. Portal makes it easy to streamline my communication with my clients so I can give them a better experience. ### 24. Best Client Portal I've Found Yet **Rating:** 5.0/5.0 stars **Reviewed by:** Harrison K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Assembly?** It's lightweight, flexible, and affordable. Compared to the other 'portal' options this one just works. This is one of the best tools I've found as a marketing agency owner. **What do you dislike about Assembly?** As it is a new project I feel like some of the workflow/UX could be improved. As this is a new company, I expect them to roll out some of these features in the near future. **What problems is Assembly solving and how is that benefiting you?** Client communication, file sharing, reporting and knowledge base all in one place. This helps with productivity and all of our clients have been able to onboard with no problems whatsoever. ### 25. A perfect way to centralize the client experience **Rating:** 4.5/5.0 stars **Reviewed by:** James B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2023 **What do you like best about Assembly?** Copilot allows you to provide clients with a central hub for resources and updates. **What do you dislike about Assembly?** No desktop app yet! Other than that it's a perfect app for what I need. **What problems is Assembly solving and how is that benefiting you?** Copilot allows me to establish a branded client portal for multiple organizations. ### 26. Would Recommend - Waiting for Updated Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2022 **What do you like best about Assembly?** -I like the 'Latest Release' / 'Improvements & Updates' pane. I'm always waiting for more advanced features. -I like all the 'embed' features. -I like the sub-domain login. -I like that I can segment by client or company. -I like the custom fields/tags. Please allow for even more! That can integrate with apps like ClickUp or Hubspot. -I love the eSignatures and Billing panes. This is the main reason I use the app. -The link to share new client logins, is awesome. **What do you dislike about Assembly?** - I wish there was a way to filter out Invoices/ Subscriptions by status. I want to hide all of my Void invoices. -I wish under Apps, they didn't auto-create channels for 'Not Connected' clients with 'manual set up type'. This takes up unnecessary space, as I only need to see 'Connected' clients. -I wish I could see exactly what my clients see without creating a fake client account to test new apps and views. -I often create new clients, contracts, and invoices BEFORE SENDING INVITE TO CLIENT. When hitting 'Send Invite to Client,' I'd like to send the contract signature and invoice. I often receive notifications saying 'signature sent to client' before I've shared the portal to them. **What problems is Assembly solving and how is that benefiting you?** -It is easing my workflow and allowing me to do more in less time. -It's allowing for clean and quality touch points with my clients. -It's boosting my brand credibility and image. ### 27. Game-changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Assembly?** Having the freedom to add so many integrations into our client portals is game changing for my advertising agency. Client satisfaction has gone through the roof. **What do you dislike about Assembly?** I think there could be some cool updates for themes and design. **What problems is Assembly solving and how is that benefiting you?** It's mainly used as a centralised client portal for my advertising agency. ### 28. Portal is a quick and easy way to manage client interactions, billing, and file sharing. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2022 **What do you like best about Assembly?** While this may not be the most important feature, the fact that you can link a Stripe account to Portal and instantly set up recurring subscription billing along with one-off invoices is a great time saver and simplifies what is normally a clumsy process. I like that I can go in and pre-configure a new client account, create a custom welcome message, add forms and files, and THEN send an invite to the client so that onboarding starts as soon as they log in. **What do you dislike about Assembly?** I think they are working on this but adding more integrations is their path to increasing its utility. If I had to nitpick, I would say that when I write a message to a client, and I want to add a blank line, it sends out the message (I think it does), and then after adding a blank line, I start to write again - I am not sure that all gets combined into a single message or if it ends up going out as two messages. **What problems is Assembly solving and how is that benefiting you?** It solves the problem of client communications and billing management by centralizing and siloing each set of client interactions. I don't have to use email plus dropbox, plus Quickbooks, plus some form software, etc. It's a nicely bundled set of functions that give me a clear view of things. ### 29. User-friendly and Intuitive Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Assembly?** Copilot is a one-stop place for our clients to access documents, communicate, stay up to date and receive round-the-clock support through a help desk. **What do you dislike about Assembly?** Eagerly awaiting the new email messaging function to have better communication with clients who prefer to speak via email. **What problems is Assembly solving and how is that benefiting you?** We have several documents shared with our clients, frequent invoicing, constant communication and several project details all happening at once. Copilot organizes everything in one place. ### 30. Great as customer portal with data dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Lara B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Assembly?** Super easy to use, very self-explanatory. Great features and Integrations (e.g. Databox) **What do you dislike about Assembly?** That its only available in english so far. Would like to use it in several languages. **What problems is Assembly solving and how is that benefiting you?** We use it as a client portal combined with the oppportunity to show data via an integration ### 31. AMAZING CRM - HIGHLY RECCOMEND! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh R. | Owner/Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2022 **What do you like best about Assembly?** Being able to have clients easily login and set up subscription payments/invoices directly linked to my Quickbooks. **What do you dislike about Assembly?** The only downside is Portal is a little bit newer so integrations are slowly trickling in until everyone finds out how awesome the software is. Update 11-17-2022: Many new integrations are available including Zapier! **What problems is Assembly solving and how is that benefiting you?** Recurring client subscription billing. Being able to easily manage and access invoicing from a centralized dashboard. Update 11-17-2022: Easily sharing documents/content with clients. You can also easily embed iFrame codes into the clients portal. ### 32. Copilot is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Dale R W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2023 **What do you like best about Assembly?** The ability to sign documents directly within the portal. **What do you dislike about Assembly?** The in house conditional forms isn't available, but copilot addresses the issue with integrations with companies like Jotform and Typeform. **What problems is Assembly solving and how is that benefiting you?** Copilot allows me to create the CRM I want for my accounting business. ### 33. Managing clients the right way **Rating:** 5.0/5.0 stars **Reviewed by:** Alan G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2021 **What do you like best about Assembly?** Seamless Integration, Amazing Value, Responsive Support Team **What do you dislike about Assembly?** No dislikes at the moment. New product to market, so it may not have all the features you would expect from a more advanced product. Current features are well-thought-out and implemented and fit perfectly for small to medium-sized businesses and startups. **Recommendations to others considering Assembly:** Custom domain, full-featured customer engagement tools, unlimited clients, priced under $100 per month. Sleek design fits seamlessly with any website/brand **What problems is Assembly solving and how is that benefiting you?** Client Login/Management Messaging File Upload Subscription Billing Invoicing ### 34. Great app for agencies! I can send messages, files, invoices, and request e-signatures. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2023 **What do you like best about Assembly?** I really like how it's an all-in-one solution for collaborating with my clients. The custom-branded portal makes it look professional as well. **What do you dislike about Assembly?** Better support would be nice. Can't find a support button anywhere on the website and had to do some serious digging.. I shouldn't have to go through hoops to get help. **What problems is Assembly solving and how is that benefiting you?** The platform is helping me collaborate with my clients better. It helps to be able to share files and messages in one platform and be able to invoice clients as well. ### 35. The Solution We’ve All Needed **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberley F. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Assembly?** I love the UI and how modern the portal is. A lot of others like Clinked or stock portal in practice management software are not user-friendly and they don't flow well. But most of all, I love how responsive and open the team is to their client base. Marlon and Neil really care about what the clients want and prioritize user feedback over all. They're the kind of guys you'd like to grab a beer with, because they're so approachable and cool. **What do you dislike about Assembly?** This is just me being nit-picky but I wish there was a bit more control over the portal. I'd like to be able to remove message channels and be able to change the email for my clients if need be. I think more granular control and customization would solve these issues for me. I'd also like to have the ability to connect a single user to multiple different "companies." **What problems is Assembly solving and how is that benefiting you?** The only ones I've run into are the inability to change the client email and client profiles. I'm an attorney so I use the "company" feature as a way to associate people that are jointly involved in the same case. Recently I took on a case in which this was the second person the Petitioner had sponsored. Both cases are still active, but the only way to attach her to both is by creating a second account for her. ### 36. Beautifully executed **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Assembly?** My absolute favourite part about portal is the incredible ease of use. I was setting it up for our company in a few minutes, something which would take hours in other programs! **What do you dislike about Assembly?** There are a few limitations that you meet with portal, due it's simplicity it's not possible yet to do some specific things out of the box. Customisability is also very limited and can not be changed. **What problems is Assembly solving and how is that benefiting you?** Before portal we were using email for customer communication - Searching back in the mailbox everytime we received a request, was a hassle. Portal came to the rescue by providing a simple, one-stop solution for customer interaction for sharing files, forms and more. ### 37. Client portals finally done right. **Rating:** 5.0/5.0 stars **Reviewed by:** Josh B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2022 **What do you like best about Assembly?** Portal's functionality, customizability, and support can't be beaten. **What do you dislike about Assembly?** Not much to dislike. Missing some project management and billing functionality, but new features and improvements are released monthly. **What problems is Assembly solving and how is that benefiting you?** We needed a hub for our clients to log in to, manage billing, and interact with custom embeds/data (ie: Airtable,, site monitoring, etc.) ### 38. The answer to my problems! **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2022 **What do you like best about Assembly?** I love how easy Portal makes it for me to display information to my clients in an organized and elegant way. As a digital marketer who offers a lot of different services from branding and web design to research and strategy and search engine optimization there is a lot of information to convey. For the longest time, I have wanted to find a way to present deliverables and ongoing reporting in a way that was enjoyable and engaging for my clients to digest (ie. a dedicated client portal for each customer) vs the disjointed and undesirable form of communication that was via email and Google Drive folders. While there are other options out there (ie. WordPress plugins, or even attempting to build my own Wordpress portal), I have yet to find anything as comprehensive, straight forward and as easy to setup as Portal. Super excited to keep working with this tool, my clients are too! **What do you dislike about Assembly?** Nothing yet! Although I haven't used every feature in Portal just yet, I can see a clear use case for them and while I'm sure I will find features I would like to see in the tool in the future, I have the utmost confidence that Marlon and the team will do everything they can to help make it a reality! **What problems is Assembly solving and how is that benefiting you?** Problems solved: - More organized onboarding of new leads and projects. - More organized delivery of services. - More organized ability to upsell and bill for monthly services and packages. - More streamlined access to customer support for clients. Benefits: - Less time sending emails - Increase in client retention - Improved client engagement ### 39. Best Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Ali R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Assembly?** I've searched and checked many platforms but none of them was as efficient as Portal. It works for both individuals and businesses. **What do you dislike about Assembly?** I haven't seen anything bad yet. Everything works as I needed. **What problems is Assembly solving and how is that benefiting you?** clients needed a secure portal to upload their documents and communicate via a safe platform. It is solved. ### 40. Clean easy to use interface. **Rating:** 5.0/5.0 stars **Reviewed by:** Chad S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Assembly?** Allows me to communicate and share files with my clients in a Private setting. **What do you dislike about Assembly?** Payment integration with Stripe is hard to reconcile. I can not see which payments are being processed by Stripe. **What problems is Assembly solving and how is that benefiting you?** Helping me move away from email. ### 41. Exactly what I need for my customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Assembly?** Simple and easy to use. Im an average no-coder, and was able to create a pretty solid dashboard for my customers so they have one place to access all of their information (invoices, files, deliverables etc). **What do you dislike about Assembly?** Looking forward to some more integrations. Would love to see native Monday.com integration, as well as a more robust, searchable, file sharing option. Looking forward to seeing this product evolve. **What problems is Assembly solving and how is that benefiting you?** One single place for my customers to access all of their information. ### 42. Portal is great to offer your clients a secure way to log in and receive messages **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2022 **What do you like best about Assembly?** I like that I can see client files in one place, and clients can log in to see their own files. **What do you dislike about Assembly?** no KBA for signatures. clients cant edit or save documents like excel within the portal. no reminders or to do items for clients. **What problems is Assembly solving and how is that benefiting you?** documentation storage and security problems are being solved. Big worry off my plate ### 43. Love it so far **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Assembly?** Easily obtain documents from clients. Sending required forms is simple. Getting paid via invoice helps with organization and no question marks on status of clients. **What do you dislike about Assembly?** Nothing that I've come across just yet. It seems like they make a lot of product updates - so it's nice to feel that your voice will be heard on any issues with this application. **What problems is Assembly solving and how is that benefiting you?** Again, not too sure just yet. But it seems like they are on top of issues with responsiveness and always adding new/upcoming neat features on both client side and elsewise ### 44. I have looked for years for a client portal platform like this! **Rating:** 5.0/5.0 stars **Reviewed by:** Brent F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Assembly?** It's super simple to use the platform. Client onboarding was simple and was able to hook up my domain in no time. Everything looks very professional. **What do you dislike about Assembly?** I wish they had a smartphone app so its super easy for clients to manage on the go as well as me being able to manage everything on the go. **Recommendations to others considering Assembly:** This is a great client communication hub and portal for all your needs. For the price, its an amazing value add for your clients. They give a 14 day free trial as well so that was nice. **What problems is Assembly solving and how is that benefiting you?** Client reporting and keeping everything organized so clients dont feel like its complex. I keep all monthly reporting in the dashboard for each client. Love it. ### 45. Portal has been easy to use for my web design clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Mike B. | Web Designer and SEO Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Assembly?** The system is easy to use for my customers who may not be the most tech savvy. **What do you dislike about Assembly?** Being a one-man company, it is slightly costly per month but seems to be worth it for the ease of communication it provides. **What problems is Assembly solving and how is that benefiting you?** It helps me communicate and share files and updates with my clients. ### 46. LOOK NO FURTHER! **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2022 **What do you like best about Assembly?** Marlon & Neil have been excellent. Marlon is highly engaged with the community, and you can tell he takes pride in his company. With starting a new business, it's hard to see who is trying to help you and navigate you in the right direction. Marlon answered all my questions promptly and, when I needed something, Marlon even had some help me instantly. For that, they have earned a lifelong client. Portal is super easy to navigate, and for my first client, they had nothing but high praises for the platform. I greatly appreciate the service that I've received thus far. #Cheers to a successful 2022 Portal! **What do you dislike about Assembly?** There is nothing about the service I dislike so far. Portal has a clear roadmap ahead, and I cannot wait to see what is coming for 2022 this company. With Portal being highly responsive to the community, it makes it more special to be with this company. **Recommendations to others considering Assembly:** If you are looking for an easy to use platform and a super-engaged community look no further. **What problems is Assembly solving and how is that benefiting you?** Benefits for me have been: The payment processing Customize a client dashboard. Easy to get in touch with my clients CRM is very nice Customized Portal Extensions are nice. There is some many to choose from ### 47. White Label Client Messaging and Management - A Must For Communicative Consultants **Rating:** 5.0/5.0 stars **Reviewed by:** William P. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2021 **What do you like best about Assembly?** The white label feature is my favorite, I enjoy being able to keep my branding consistent. The support and community are really great as well, updates are released weekly, with full transparency. **What do you dislike about Assembly?** I'm looking forward to making more use of the billing & invoicing system built into the app, but currently it doesn't have enough of the features I'm looking for, like subscriptions and products. These are features are coming out in a few months according to the company, so I'm looking forward to that. All previous dislikes were fixed with the weekly updates since my last review. **What problems is Assembly solving and how is that benefiting you?** Before we were communicating with clients via email, Slack, Upwork, you name it. Now, we welcome all recurring clients to our Portal and keep our ongoing communication in one place. Clients also seem to enjoy the app as well! ### 48. Overcomes my biggest issue with client portals in a clean, crisp package **Rating:** 5.0/5.0 stars **Reviewed by:** Elia A. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about Assembly?** The layout makes everything so straightforward for the client that there's no guessing where the client needs to go to do anything. Add the functionality and customizability of extensions for custom sidebar entries, and I couldn't be happier to be a Portal customer. Moreover, using Portal on a mobile device is far smoother than I expected it to be. **What do you dislike about Assembly?** The biggest downside to me is no chrome or windows notifications for updates while having Portal open in another tab. This functionality would make it so clients can rely on Portal simply by having it open vs the 5-minute delay before Portal sends a notification email to you / the client. **What problems is Assembly solving and how is that benefiting you?** One of the biggest pains throughout my career has been getting everyone I work on a project with to centralize their communications, be it requests, modifications, or approvals. We attempted using Slack but conversations blend, and you can't force people into using threads or keeping channel conversations to a specific topic. Portal allows placement of all of the *important* stuff in one spot without the expectation of instant replies that Slack and other chat programs intimate. Plus, the extensions add another level of service for the client that generally requires nothing more than some embed code. Since my team uses ClickUp to manage projects, this is especially helpful. We embed code for a public-facing production list in one extension. Another extension is a public-facing ClickUp Doc with links to all assets and a breakdown of project execution. Hence, there's never any question of where the client needs to go to find something (and that alone is a huge win.) I can't wait to try out connecting my Stripe account and sending invoices that way. ### 49. Happy Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Terrell F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2022 **What do you like best about Assembly?** I have very little tech experience and I was able to set up a client portal in a short amount of time at a good cost. The customer service that I received from Marlon assured me, that I had indeed made the best choice for my business. **What do you dislike about Assembly?** At certain points, I wish I could have just called to talk to person but once again, Marlon was so efficient through email, that it made up for it. **What problems is Assembly solving and how is that benefiting you?** I was able to integrate my personal forms into the portal. Everything that I wanted in a portal was realized with PORTAL. ### 50. My Portal Peeps **Rating:** 5.0/5.0 stars **Reviewed by:** Sherri K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Assembly?** It is extremely user friendly and also looks very smart and professional. Basically, Portal makes me look great! **What do you dislike about Assembly?** I didn't like that I couldn't choose services a la cart.... but then I talked to the Portal team and they fixed the issue for me and I couldn't be more thrilled! **What problems is Assembly solving and how is that benefiting you?** Portal is creating a bridge between my clients and myself so that I can offer a 100% virtual experience. Because of Portal, my company is capable of being global! And that is a major deal. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-05-16+11%3A49%3A12+-0500&secure%5Bsession_id%5D=385e3a7c-e3b2-4b4e-bfc1-68d59b4df351&secure%5Btoken%5D=cc70ebe59a80336251a97ca6060ab4e66011652c51f81edd0c55629d3bfb6d95&format=llm_user) ## Assembly Integrations - [AgencyAnalytics](https://www.g2.com/products/agencyanalytics/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ClickFunnels](https://www.g2.com/products/clickfunnels/reviews) - [Close](https://www.g2.com/products/close/reviews) - [Explo](https://www.g2.com/products/explo/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) ## Assembly Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **File Management** - Device Syncing - Web Interface - File Type Support - Search **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Online Document Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Billing** - Automation - Adjustments **Administration** - Application Deployment - Native Deployment - Data Security - Access Control - Scalability **Channels** - Multi-Channel Coverage **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments **Content** - Document Collaboration - E-Signature - File Request - Feedback **Bill Generation** - Templates - Digital Billing - Recurring Billing **Onboarding Setup** - Workflows - Templates - Checklists **Functionality** - Storage Scaling - Backup Support - File Security - File Organization **Customization** - Custom Fields - Multi-page Forms - Design **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Collaboration** - File following - File Sharing **Workflow** - Assembly and Approval Workflows **User Interface Design** - Customized Branding - App Templates - Workflow Management **Customizations** - HTML Input - Domain Name **Automation** - Workflow Automation - Real-Time Updates **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - Omnichannel **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics **Bill Processing** - Management **Project Tracking** - Monitoring - Content - Tasks **Cloud Support** - Service Support - Cloud Migration Support **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Administration** - User and Role Management - Policies and Controls - Security **Data Control** - Data Migration - Data Synchronization - Data Security **Growth** - Site Analytics - E-Commerce - Hosting **Development** - Application Templates - UI Code Extending - Collaborative Development **Payment Options** - Online payment portal **Integration** - Accounting - Payments - ERP **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Automation** - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - E-Signature** - Cross-system Integration - Natural Language Interaction **Platform** - Performance and Reliability - System of Record Integration - APIs **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - API / Integrations **Publishing** - Platform Compatibility **Content** - Email Integrations - Permissions **Support** - Customer Support **Agentic AI - No-Code Development Platforms** - Natural Language Interaction **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Generative AI** - AI Text Generation **Agentic AI - Subscription Billing** - Cross-system Integration **Platform** - Custom Branding - User, Role, and Access Management - Performance and Reliability - Integration APIs ## Top Assembly Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (605 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (538 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)