Assembly Reviews & Product Details

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.

Product Website

Seller

Assembly

Discussions

Assembly Community

Languages Supported

English

Product Description

Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.

Overview by

Marlon Misra

Pricing

Pricing provided by Assembly.

Starter

$39.00

Per Month

View More Pricing Information

Assembly Media

Assembly Demo - Give Clients a Branded Portal

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

Assembly Demo - Connect With Existing Tools

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

Assembly Demo - Give Your Team an Al-Enabled CRM

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

Assembly Demo - More Than Just a Client Portal

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

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Justin B.

Managing Partner

Small-Business (50 or fewer emp.)

7/29/2025

"Overall fairly seamless but there are some additional functionality that would make it more useful."

4/5

What do you like best about Assembly?

It's very easy to integrate into my Squarespace website and the flexibility in building and customizing it is a big plus. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

The inability to assign multiple signers to a contract and have one individual be assigned to multiple companies. Review collected by and hosted on G2.com.

Colin V.

Certified Public Accountant

Small-Business (50 or fewer emp.)

3/30/2025

"Great Portal for Customizability"

4.5/5

What do you like best about Assembly?

I like how customizable the portal is. Instead of relying on an off-the-shelf portal to give me everything I need, I can choose the features I want for interacting with my clients. The Copilot team also listens to feature requests and pushes updates very quickly. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

We can only send messages to our clients and not internally to our team. This requires us to maintain multiple workflow tools, which can be a little annoying. Review collected by and hosted on G2.com.

What problems is Assembly solving and how is that benefiting you?

Copilot provides our accounting firm with a clean and easy to use client-facing portal. It allows us to optimize the customer experience with various apps embedded in copilot like tasks, embedding financials, messages, and forms. Not every client needs to see everything, so the flexibility of what is visible to clients is very helpful. Review collected by and hosted on G2.com.

Will H.

Principal Broker

Small-Business (50 or fewer emp.)

8/21/2025

"I would highly recommend Copilot"

5/5

What do you like best about Assembly?

Copilot provides cheap and effective portal services that has make it too easy to organize our business online. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Specifically, I could see broader features and more customization in the future, however no bugs. Review collected by and hosted on G2.com.

Response from Copilot Marketing Team of Assembly

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Thank you for the recommendation! We’re so glad Copilot has made it easy and affordable for you to organize your business online while giving your clients a professional experience. It’s great to hear the portal has helped you stand out from the competition.

We also appreciate your feedback on adding broader features and customization — those are areas we’re continuing to invest in. Thanks again for sharing your experience and for trusting Copilot to support your business growth!

Carlo C.

COO

Small-Business (50 or fewer emp.)

6/26/2025

"Excellent client portal SaaS product"

4.5/5

What do you like best about Assembly?

Very easy to set up, fast, scales well.

Does exactly what it needs to do.

Zero code solution to get started, can leverage the API when you hit scale. Had the MVP up in an hour. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

User management and staff login could be tricky at scale.

We'll probably end using the API for this. Review collected by and hosted on G2.com.

Sidharth M.

N/A

Small-Business (50 or fewer emp.)

7/29/2025

"Boosts Productivity with Smart Assistance"

4/5

What do you like best about Assembly?

Copilot excels at streamlining repetitive tasks and generating high-quality content or insights quickly. As someone working in a fast-paced collections environment and with experience in analytics, I appreciate how it helps summarize customer interactions Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Sometimes Copilot provides suggestions that are too generic or not fully aligned with the context, which means I still need to double-check and refine the output. Review collected by and hosted on G2.com.

Jamie H.

Campaign Man

Small-Business (50 or fewer emp.)

6/8/2025

"Intuitive for clients and robust for client management"

4.5/5

What do you like best about Assembly?

Our client experience is high-touch and intuitive even for those with low tech skills. Collaboration is easy and with little bloat but with all the necessary features to work with many clients easily. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

The onboarding process is fairly limited compared to other options on the market Review collected by and hosted on G2.com.

Will B.

Head of Support and QA

Small-Business (50 or fewer emp.)

12/27/2024

"All in one Portal Solution with ease of use"

5/5

What do you like best about Assembly?

I really enjoy the setup speed of Copilot, you can build a comprehensive client portal very quickly without needing any form of development background.

You can get a product out very quickly that clients will love and see value in, then continue to build upon it as you will find that clients give you ideas "it would be good if you could add X for us"

The support team on Slack are very proactive and reactive, always willing to help even with features that sit outside of Copilot, like using Zapier to automate something in Copilot Review collected by and hosted on G2.com.

What do you dislike about Assembly?

There a few minor things that I would like but it relates to the management of "client apps" to allow foldering.

There are a few features with the wiki/help desk text editor which could do with enhancement to allow for improved content e.g. being able tom centre align images, being able to set the height of iframes

Copilot are very receptive to feedback though and I've had calls with their design team explaining my feature requests Review collected by and hosted on G2.com.

Jonathan W.

Dean

Small-Business (50 or fewer emp.)

7/29/2025

"Flexible Member Portal"

5/5

What do you like best about Assembly?

Copilot is a flexible platform that's met our unique membership needs.It's easy to use, creates a branded experience, and support was awesome during our set-up! Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Forms are a limited feature and it is not possible to build conditional logic with forms or automations. Review collected by and hosted on G2.com.

Response from Jordan Wechsler of Assembly

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Hi Jonathan,

Thank you for the wonderful review! We're so glad to hear that Copilot has helped you build a flexible, branded experience for your members and that onboarding and invoicing have been made smoother through the platform. It’s especially great to hear that our support team made a strong impression during setup—we’ll be sure to share your kind words with them!

We also really appreciate the feedback about forms and conditional logic. Automations has been something we have been improving quite rapidly, and it's possible we now have the ability to do this--please reach out to support@copilot.app if you need any help with setting any of this up.

Thanks again for choosing Copilot—we’re excited to keep growing with you!

– The Copilot Team 🌟

Melanie B.

Found and Chief Designer

Small-Business (50 or fewer emp.)

12/20/2024

"Easy to use client portals!"

5/5

What do you like best about Assembly?

I love how many apps you can integrate into the portal, along with its clean and user-friendly design. During a trial run, I tested three platforms simultaneously to find the best client portal for both my clients and myself. My priorities were ease of use on the client side, simplicity on the backend for building and providing mockups, and the ability to add accessible order forms.

Copilot stood out as the best option. It offered the most features and integrations while maintaining a clean, intuitive interface—unlike the more overwhelming alternatives. We seamlessly integrated our existing order form through Jotform, making it easily accessible within the client portal. While we’re still getting familiar with the platform, I’m confident that Copilot will be the easiest to train my team on and the best fit for our needs. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

At this point, I don’t have many dislikes about Copilot—just a few suggestions that could help my team. A fully customizable order form that can be built directly into the portal would be a great addition, as well as continuing to expand the available integrations.

One idea is an app specifically for team members (not clients), but I don’t think that’s a critical need right now and could potentially introduce bugs or complications. For now, bookmarking Copilot on my home screen has worked seamlessly and been easy to use. Review collected by and hosted on G2.com.

What problems is Assembly solving and how is that benefiting you?

Managing clients, mockups, and feedback—along with client-requested design changes—can be overwhelming, especially with the volume of files, contracts, and orders we exchange via email. This method has become unsustainable for us.

Copilot has been a game-changer, allowing us to manage everything in one centralized platform. While we’re still new to it and have only tested it with a few clients so far, it has already proven to be a lifesaver. It’s easy to use for both myself and our clients, and I’m optimistic it will be just as effective for my team in the near future. Review collected by and hosted on G2.com.