Assembly Reviews & Product Details

I have spent the past 2-3 weeks reviewing platforms like Copilot, from a magnitude of pricing terms, from free of charge through to £15,000 a year for one user. I can safely say that Copilot was the sure winner, even over those asking for a 5 figure sum every year. Their user interface is simple yet powerful in it's operation, it's team are super helpful, they are continiously adding development to the project and I feel that the experience for a client is the most professional.

Every aspect of integration of wanted to achieve has been done in minutes. Plus the simplicity and automation this will now provide my startup business is unparalled, really giving me value from the outset.

I'm in the technology industry, working as a consultant, so I can always admire businesses that offer a fantastic service in this sector. Kudos. You've got a very happy customer. Review collected by and hosted on G2.com.

I have not found an aspect I dislike yet. I think the only comment I could make is that it would be a great feature to allow your client portal to have control over the font size of the size bar menu when it's being accessed via a mobile device - it's fine for me but I could imagine that some customers with poor vision may struggle to read the text size.

I'm sure it's a simple change that can be implemented in the future. Review collected by and hosted on G2.com.

Copilot is a massively impactful for any team or business owner who's interested in perfecting a streamlined and capable tech stack.

The ability to add a button to our website directing clients to our dashboard is a huge advantage for us. Within that dashboard it allows us to communicate, invoice, request contracts & agreements, forms, and MUCH MORE.

This platform is so important to my company on a daily basis, if you're not already using it then you're likely behind the rest of the pack.

Lastly, Veronique from Copilot's success team has been extremely helpful for custom requests and very friendly!

To anyone trying to decide on making the switch, I would recommend starting off 2025 with Copilot! Review collected by and hosted on G2.com.

There is only one thing I dislike about copilot, the fact that there isn't an iOS app. Aside that (very minor) incovenience I could not say enough good things about the platform. Review collected by and hosted on G2.com.

The ease of setting up the Apps. It's a very clean view compared to other portals I tested. There is a lot of flexibility in what apps are suitable for your type business. Customer Support is amazing and response time is quick. Their pricing plans offer enough client portals without breaking the bank. My staff learned it quickly and my clients are amazed that so much is now in one place for their access. I like that my clients can pay invoices through the portal with credit or ACH and that I can pass the fees along to the client, or absorb them if I wish. Review collected by and hosted on G2.com.

Quickbooks linking doesn't work properly yet. There is a bit more management involved in managing invoices if also using Quickbooks. Some apps won't allow access so instead of embedding in my portal I have to link to an external source. Review collected by and hosted on G2.com.

It's the perfect blend of customizable and easy-to-use. I love that we have the ability to seamlessly integrate it with our existing online presense and implement all the features we need without needing to know how to code. Marlon and his team were super helpful with answering all my questions and educating me how to use the product Review collected by and hosted on G2.com.

A little bit of a learning curve starting out, but the support team and support guides were a great resource. Review collected by and hosted on G2.com.

What I like most about Copilot is the modern look and clean feel of the software both on the back end and front end for clients. I also like that theyre consistently adding new features and very willing to create and implement community suggested features. Review collected by and hosted on G2.com.

I haven't had any issues with Copilot that would cause me to dislike anything about the software, but if I had to pick something, it would be the 1 license per user or lack of admin included or tiered cost. Review collected by and hosted on G2.com.

The user interface is fantastic, customer support is always on top of it, client communication is seamless, payment processing is easy, and overall the design is modern and sleek which matters to our clients. Review collected by and hosted on G2.com.

I haven’t noticed any downsides to using copilot, maybe something that could help is automations with messages! Review collected by and hosted on G2.com.

love the digital signatures for contracts as well as the built in forms Review collected by and hosted on G2.com.

i dont love how to form responses look when downloaded. it doesn't export properly most of the time. would be good to have a pdf version as well. Review collected by and hosted on G2.com.

I love how easy Copilot makes it to set up and use client portals. Everything is in one place—messages, files, integrations, customization, etc—which keeps things super organized. It’s simple to use and looks really professional for clients. Review collected by and hosted on G2.com.

I wish I could use my own payment processor instead of being limited to the built-in options. It would make billing more flexible and better suited for my needs. Review collected by and hosted on G2.com.

I like that I can choose which apps to have available to my client and can create custom pages based on my needs. The client facing side feels personal to my business - I don't have to tell someone to ignore a section because it doesn't apply, I can just eliminate it and include what I want. Review collected by and hosted on G2.com.

I wish the tasks section was a bit more interactive so that I could use it more like a client request type system to request documents and so forth. I'm hoping this will be expanded in the future, but I'm managing with the workarounds by combining tasks with forms for now. Review collected by and hosted on G2.com.

As an sole proprietor, I was looking for software that is easy to learn, simple to build out and also provides the necessary support for my business needs; Copilot meets all the criteria. Review collected by and hosted on G2.com.

I had a difficult time with learning the transition of excel reports at first. Review collected by and hosted on G2.com.