After conducting extensive research to identify a reliable external portal with the right capabilities, I selected Co-Pilot—and I couldn’t be more pleased with the choice. It offers far more features than comparable platforms while remaining extremely user-friendly, making it an excellent fit for the company. I especially love the many updates and new features added over the past year, along with the ability to integrate externally designed pages through iframes, which allows for a seamless, flexible, and highly customizable experience. Review collected by and hosted on G2.com.

To be able to have customization on the home page Review collected by and hosted on G2.com.

I really like the aspect of customization in Assembly and having everything in one place. It's also easy to use for my clients, which is great. Review collected by and hosted on G2.com.

File management is a little unclear on how much storage is used/free. The download status shown is causing confusion for my clients. The login with SSO is causing problems for clients in different companies with different emails for each company. Review collected by and hosted on G2.com.

None. The initial wow and ease of use of the platform does not support deeper customization. Review collected by and hosted on G2.com.

There is very limited customization that is available in the platform. There is no public roadmap of features and support is limited (late replies and when they do reply only confirm that features are not available). Review collected by and hosted on G2.com.

We love the ability to customize the portal for each client. Review collected by and hosted on G2.com.

Some improvements could be more native integrations, ability to toggle multiple instances of an app integration, embeds for Notion and Google to work Review collected by and hosted on G2.com.

I like how easy Assembly's interface is to navigate. It helps with easier client communication and file storage. The initial setup was relatively easy, I'd rate it a 3/10 in terms of difficulty. Also, I use it with my digital solutions agency, Veramind, particularly for client portal messaging, file upload, Calendly integration, task updates, and more. Review collected by and hosted on G2.com.

I wish there was an integrated tool for marketing or website analysis. Also, possibly a direct display for my Stripe dashboard that I could connect. Review collected by and hosted on G2.com.

Clear interface, comprehensive options to collaborate, bill, engage with tasks. Review collected by and hosted on G2.com.

Would like to do live collaboration on files, not just share them - actually do work with clients on the files. Review collected by and hosted on G2.com.

I really like the advisory chat and how documents attached get stored to prevent searching through chat. Review collected by and hosted on G2.com.

Sometimes emails go to spam which makes it hard for clients to read them when onboarding Review collected by and hosted on G2.com.

Before Copilot, we were utilizing so many different platforms with our clients. Copilot has brought all communication into one centralized hub where we can share files, forms, links, and contracts, without having to bog the client down with additional platforms. This platform has been a lifesaver for our client success team!

It was also so easy to set up and integrate into our day-to-day. The customer support was there to help us with implementation each step of the way.

I can't wait for us to keep growing with Copilot! Review collected by and hosted on G2.com.

I would love to see more feature rollouts, especially an iOS or Android app! Our clients have mentioned how they are on the go a lot, so they would love to be able to easily access their copilot hub without having to utilize their browser. Review collected by and hosted on G2.com.

I like how user-friendly the interface of Assembly is, both for me and my clients. All of my clients have onboarded and find it really easy to use. I love that Assembly allows me to introduce different modules and personalize the platform for my specific business needs. Review collected by and hosted on G2.com.

I wish there was a way to know when's the last time I communicated with a client or have a better way to kinda, like, see what I need to keep on top of, that would be helpful. Review collected by and hosted on G2.com.

It's perfect for organizing my clients data, contract signing and creating easy-to-use recurring payments for clients. My client's are enjoying having one go-to place to message me, organize files and review their payment details. We also LOVE how simple it is to implement and integrate with each new client. We use it for every single client - it's part of our standard onboarding practice at this point. Review collected by and hosted on G2.com.

I wish there was an app for both me and my clients to make it that much more convenient to use - especially for things like messaging and receipt/file uploads. Review collected by and hosted on G2.com.