Assembly Reviews & Product Details

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.

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

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.

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.

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.

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.

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.

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.

1. Copilot feels like a software version of Slack, where you can communicate with clients via chat.

2. The client can sign up directly, or I can send an invite.

3. I like the idea of the Helpdesk feature to send clients instructions, guidance, and information.

4. Enable multi-factor authentication for added security. Review collected by and hosted on G2.com.

1. Unable to mark several messages as unread.

2. Workflow doesn’t allow creating folders without files.

3. Lacks emoji support.

4. After saving forms, there’s no option to preview the form again after editing.

5. Enable the link feature in workflow automation.

6. Unable to add notes.

7. Import invoices from QuickBooks into Copilot. Review collected by and hosted on G2.com.

The program overall and support are fantastic. Before purchasing the program, I was able to set up a trial and meeting with a sales person. Copilot is quite user-friendly and robust at the same time. I like that the native apps are easy to use, especially if you already have documents created as PDFs for your business. The highest paid plan includes HIPAA compliance, and is on the low end of competitive pricing for similar products. I have asked several questions during set up, and in almost every case, someone has replied to my question within an hour! Review collected by and hosted on G2.com.

I have made a couple of suggestions so far. For example, Copilot allows you to rename the apps as they appear on the menu, for example, you could change the forms app to “Onboarding,” however, in the client home app you cannot change the titles to match. This would be a very helpful feature, as I do not want to confuse my clients. Another tool that would be very helpful is the ability to duplicate a form or a contract then change the title if you have two forms that are very similar. Review collected by and hosted on G2.com.

I love how easy it is for my clients to login & get the most out of it. Review collected by and hosted on G2.com.

I do sometimes wish they had better navigation and customizable features. The support team is incredible though & the ease of getting started is definitely there. I have used it daily and also had periods of infrequent use and can say they have supported me fully through both periods. Review collected by and hosted on G2.com.

I love the look and feel of the app and the amount of embeds I can have work well for my needs Review collected by and hosted on G2.com.

It doesn't have a mobile app that clients can download. Would be great if it did Review collected by and hosted on G2.com.

I like the simple intuitive user face and also how sleek it looks for clients. One of the biggest hurdles I have faced when trying to do a client portal is being able to just jump in and use. So many portal softwares have a learning curve which is frustrating and I don't have time for that as a business owner. Review collected by and hosted on G2.com.

Probably that you can't just login to view the client portal from the clients perspective without logging in. I think a good feature would be able to switch between what the portal looks like from the clients perspective easily. Review collected by and hosted on G2.com.

I love to be a part of the co-pilot slack community. Any questions I have get answered extremely fast by the copilot team. They make it very easy to understand how to solve any issues I am having and they are also kind. Review collected by and hosted on G2.com.

Since the platform is relatively new, there are some features that would be useful to my team now that are not yet available. Review collected by and hosted on G2.com.