I use Copilot as my client portal, and it’s been a game-changer for how I manage communication and document sharing with clients. The standout feature for me is how smoothly it handles file uploads and downloads—whether it’s sharing reports, receiving documents, or organizing files, everything is quick and seamless.

From a client’s perspective, the layout is clean and super easy to navigate. Whether they're messaging me, accessing files, or reviewing contracts, everything is intuitive and well-organized. It’s made the entire collaboration process more efficient and professional for both sides. Review collected by and hosted on G2.com.

Currently, I can’t assign tasks to multiple clients at once, which can be time-consuming when I need to send the same task to several people. Also, I’m not able to add a user with the same email address to multiple businesses, which is limiting if a client is involved in more than one entity. Lastly, the contract customization options are a bit limited, making it harder to create professional-looking documents quickly. Review collected by and hosted on G2.com.

I like the usability of the client portal the most. It's very detailed, yet simple to explain/navigate Review collected by and hosted on G2.com.

So far, no dislikes. I've purchased it for the year since it was such a big discount, but have only been using it for a month Review collected by and hosted on G2.com.

I love the ease of which my clients can see and navigate all essential documents for our project. As a website and graphic designer, we are constantly working on projects for existing and new clients. Each project comes with needs for contracts, signatures, approvals, and more. With copilot, our clients can see all of their tasks in one place- with deadlines! Plus, it makes it so much more convenient to go back and find important information with it all being right there. Review collected by and hosted on G2.com.

I wish that Copilot's forms and contracts features were a little more intuitive. Instead of having to upload a document, or start from scratch each time, it would be great if they were a little quicker to use. Review collected by and hosted on G2.com.

Oh wow, where do I begin? Assembly has genuinely changed the way I run my business. As a bookkeeping and accounting firm, we manage an enormous amount of sensitive information, recurring client requests, documents, deadlines, and communication, and Assembly has given us one beautiful, organized place to do all of it.

What I love most is that it doesn't feel like software we've had to force our business into. It feels like something we've been able to build around the way we actually work. We've created workflows and automations that have eliminated countless manual follow-ups, given our clients a professional and easy-to-use portal, and made it dramatically easier for my team to know exactly what needs attention and when.

Their AI functionality has taken that even further. The integration with Claude through MCP has been an absolute game changer for me. Being able to use AI with the information and workflows we already have inside Assembly opens up an entirely different level of efficiency. Instead of AI being another separate tool that I have to feed information into, it can actually work alongside the systems we've already built. For someone constantly looking for ways to automate the repetitive stuff without sacrificing the personal client experience, that is HUGE.

But the thing that truly sets Assembly apart is the people behind it. Their team actually listens. When I have a question, an idea, or even a "wouldn't it be amazing if Assembly could do this?" moment, I never feel like I'm shouting into a software-company void. They are responsive, thoughtful, constantly improving the platform, and genuinely invested in helping us use it better.

Assembly hasn't just saved us time. It has allowed us to create a better experience for our clients, operate more efficiently as a team, and scale our firm without adding unnecessary administrative chaos. I've used a LOT of software as a business owner, and very few platforms have become as integral to the way my company operates as Assembly has. Review collected by and hosted on G2.com.

Honestly, my dislikes are less about things Assembly does poorly and more about a few things I desperately wish it would let me do.

First, invoicing could use a little more flexibility. Once an invoice has been sent, I can't edit it, which can be frustrating when a client changes something, I've made a mistake, or an adjustment needs to be made after the fact. I would LOVE the ability to edit and resend an existing invoice rather than having to work around it.

I would also sell a small piece of my soul for automatic late fees! ;) We all have those clients who apparently believe due dates are merely suggestions, and being able to automatically assess a late fee based on rules I set would make the invoicing functionality significantly more powerful for my business.

And finally, this one is entirely selfish: PLEASE give me dark mode. I spend an ungodly number of hours staring at screens every day, and my retinas would personally like to submit this feature request.

None of these things would stop me from recommending Assembly, obviously. They're quality-of-life improvements I'd love to see precisely because we use the platform so heavily. Assembly has become such an important part of our operations that now I just want it to do ALL THE THINGS. Review collected by and hosted on G2.com.

Integrating Assembly with our CRM has been really helpful, and it has also made onboarding our clients hassle-free. I like the platform’s overall performance as well—it’s client-friendly, easy to navigate, and visually pleasing. I also appreciate the new bulk user-upload feature. The pricing is reasonable too, since we’re able to maximise our use of Assembly. Lastly, its AI features are outstanding. Review collected by and hosted on G2.com.

Honestly, I don’t have anything I dislike about Assembly. Review collected by and hosted on G2.com.

We love that our clients can communicate with us on one platform, pay bills, upload files, etc. and stay in the know about their projects.

Another amazing thing is that they are constantly upgrading the features. They have recently rolled out an AI app-builder that can be customized to your team and clientele.

One flaw of the system is the integration with Stripe. This would be better for us if we could bill through Quickbooks, since the Stripe platform is far more expensive than Quickbooks for processing fees. Review collected by and hosted on G2.com.

We are not tech people, so there have been some learning curves, but it is fairly easy! The aforementioned issue with Stripe as the only payment option is a frustration that we have learned about over time using the platform. Review collected by and hosted on G2.com.

I like using Assembly because the messages and client portal features stand out to me. I can save documents and share files, and they are all in one place, making it easier to find. It's also easier for my clients, and we can message each other with an instant trail. Review collected by and hosted on G2.com.

If you're a startup company and it's just you, you can't get all the features. I would like a package that includes all the features for those who only need one-person access. Also, I'd prefer a way to turn off on the message board all the notes and only see the ones that people have written rather than those generated by the system. Review collected by and hosted on G2.com.

Everything in one place for me and for the client without creating a massive learning curve for either of us. Minimalist interface, all the features you need with none that you don't (e.g. integrates with calendly but forms are native so I can see my client info all from one dashboard). Review collected by and hosted on G2.com.

Their payout fees, schedule, and delays are a little bit of a hassle. My first payment got flagged since I was on the free trial at the time and I needed to hop on a video call with their team to process it. It's still worth it to have payments managed by Assembly but it makes it slightly slower and more expensive than just using Stripe directly. Review collected by and hosted on G2.com.

I like that Assembly works as a portal system right out of the box, but I can also use the builder to add the features I need or build a more customized portal. I can connect outside APIs and existing systems, and I’ve used the builder to connect our CRMs. The onboarding was easy and straightforward, and I can connect the MCP to an AI agent to help set up and customize the portal. I also appreciate how responsive and collaborative the support team is. They’ve quickly addressed problems and turned feedback into features and fixes. Assembly felt like a good value for the price, too. Review collected by and hosted on G2.com.

I had a couple of issues when Assembly first rolled out the app builder, especially changing things that had already been built, but they fixed those quickly. I also had a little trouble getting the MCP to handle some of the customizations I wanted at first, though they’ve expanded it since. Review collected by and hosted on G2.com.

The constantly evolving Copilot platform provides an ideal landing point for your customers. As a customer the portal is intuitive, branded, and highly accessible. As an operator it is customizable, flexible, reliable, and deeply supported. From Zapier integration to in-built automation, the Copilot platform is a fantastic solution to supporting your customers. Review collected by and hosted on G2.com.

You cannot bring your own merchant solution and are limited by Stripe Express's limitations. Review collected by and hosted on G2.com.