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

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.

Interactive Demo

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Assembly Reviews (282)

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Taresa S.

Founder

Small-Business (50 or fewer emp.)

7/22/2024

"Impressive software!"

5/5

What do you like best about Assembly?

What I love about this product is the design and ease of use. Within a few hours I was able to customize the portal to reflect my brand and even add essential apps for my team and clients to use. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

The fees vary based on the plan chosen, which considering the price of the plans the fees could be simplified at a lower rate. Review collected by and hosted on G2.com.

Julian M.

Founder

Small-Business (50 or fewer emp.)

11/13/2024

"Fantastic Client Management System for businesses of all sizes"

5/5

What do you like best about Assembly?

Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

\The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go? Review collected by and hosted on G2.com.

Cody G.

CTO

Small-Business (50 or fewer emp.)

7/23/2025

"Super Easy + Makes Us Look Professional"

5/5

What do you like best about Assembly?

I like the ability to integrate with other apps and create automations, the use of custom domains to ensure a white-labeled professional look to our customers, and the ease of use for billing & contracts. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

I wish the SDK was more versatile and in languages other than JS. Review collected by and hosted on G2.com.

Shahrukh M.

CEO

Small-Business (50 or fewer emp.)

5/28/2024

"Good Experience. Great way of managing clients, invoice and take payments. Love building apps too."

4.5/5

What do you like best about Assembly?

Managing Clients, invoicing and payments Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Credit card fee is a bit on the higher end. Review collected by and hosted on G2.com.

Response from Jordan Wechsler of Assembly

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Hi Shahrukh,

Thanks so much for the review and for sharing your experience.

We're thrilled to hear that managing clients, invoicing, and taking payments is working so well for you, and that you love building apps with us! Helping you with subscriptions and client communications is exactly what we aim to do.

Thanks again for your valuable input!

Danielle M.

Director of Design Solutions

Small-Business (50 or fewer emp.)

2/19/2025

"So grateful I stumbled upon their ad!"

5/5

What do you like best about Assembly?

I love the flexibility that Copilot offers with the in-app content feature. It allows so much room for you create any type of interface that works best, on a client-by-client basis! Review collected by and hosted on G2.com.

What do you dislike about Assembly?

There are very few things to dislike, if anything I wish there was more automation available with sending messages. For example, if I could schedule a message to be sent to a client on a certain at a specific time, that would shave alot of time off the onboarding process. Last thing is I wish I could customize a bit more the notification emails that go to the client so that it sounds more like our company voice. Those are little things though that we have found workarounds within the third-party softwares we use. Review collected by and hosted on G2.com.

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.