I like the ability to integrate third-party applications in Assembly. It allows us to create customized forms and workflows, leveraging the data from Assembly. Review collected by and hosted on G2.com.

The forms and workflows within Assembly are limited. They're relatively new and workflows only work with a limited number of apps. There was a bit of a learning curve, especially with setting up custom domains. Review collected by and hosted on G2.com.

I appreciate Copilot for being a smooth and integrated platform that seamlessly incorporates with our systems. It's incredibly easy to set up, particularly with third-party embedding which is very useful. The live reporting and file access save our team extensive admin work by allowing clients to locate data independently. The chat function enables clients to contact us quickly, enhancing communication. Review collected by and hosted on G2.com.

I find that managing workspaces for different clients on the back end of the portal can become quite cumbersome. The embed and app section tends to get busy because different clients have different services. It would be much more efficient if I could switch between clients more easily when setting up the portal. Review collected by and hosted on G2.com.

They have a great solution for people that are looking to set up a client portal Review collected by and hosted on G2.com.

Not really I don’t have anything bad to say Review collected by and hosted on G2.com.

Copilot makes the customer buying experience seamless. No more manual email back-and-forths — we save so much time, and every file is automatically organized by client. It’s been excellent. Review collected by and hosted on G2.com.

I think not being able to add another user for a flat fee is tough. The basic plan should really allow at least 2 users — jumping from 1 to 3 for an extra $150 per month feels like too big of a leap. Also, more app integrations are definitely needed. Right now, most of them are very similar in functionality. It would be great to see options like order tracking apps, quoting apps, and other tools that expand the platform’s capabilities. Review collected by and hosted on G2.com.

We’ve recently started using Copilot as our onboarding portal at 19 Six Media, and it’s been a game-changer. The platform is incredibly intuitive and easy to set up—perfect for creating a smooth, professional experience for new clients.

What really stands out is the support team. For the trickier bits, their help has been fast, clear, and genuinely helpful. It’s rare to find a tool that balances ease of use with powerful features, but Copilot nails it.

Highly recommend to any business looking to streamline their onboarding and deliver a seamless client experience. Review collected by and hosted on G2.com.

The only drawback we’ve found so far is the lack of native automations, which would make an already smooth process even more powerful. That said, the team at Copilot is actively working on this, and based on their responsiveness so far, we’re confident it’s coming soon. Review collected by and hosted on G2.com.

This makes it very easy to communicate and send files back and forth throughout an engagement. Setup was simple and easy. Review collected by and hosted on G2.com.

Some simple features like being able to create a form using a table of questions and types. Review collected by and hosted on G2.com.

I have used Assembly for a few years now. For me, it Centralizes documents and information which apeases my OCD. This also helps communication with my customers.. There things I would like adjusted, but Assembly is always doing just that. They continue to adapt to the current environment. Review collected by and hosted on G2.com.

I would like the task list to be customizable. I would also like to edit documents within the system, without having to download then re upload. Review collected by and hosted on G2.com.

I really appreciate how simple it is to create a client portal. This is especially helpful for someone like me who doesn't have much experience with website building or back-end coding. Review collected by and hosted on G2.com.

Just wish there was a way to customize the client home page, add a built in calendar of meetings and agendas Review collected by and hosted on G2.com.

This client portal has completely streamlined how we manage client communication and document sharing. It's intuitive and easy to navigate—not just for our team, but for our clients as well. The onboarding process was smooth, with clear guidance and helpful resources that made setup stress-free.

What really sets this platform apart is the support team. They're responsive, genuinely helpful, and always professional. Anytime we’ve had a question, they've responded quickly with thoughtful solutions. It’s clear they care about their users' success.

Overall, this portal has saved us time, reduced back-and-forth emails, and improved the experience for everyone we work with. Highly recommend it to any business looking for a reliable, user-friendly solution. Review collected by and hosted on G2.com.

I have zero dislikes. It is a unicorn for client portals. Review collected by and hosted on G2.com.

I appreciate the client management and messaging feature that Copilot offers as they enhance communication efficiency. The platform is professional, which leaves a good impression on clients, and it has comprehensive all-in-one features. Though not utilized extensively, I see the potential of the knowledge base for client training. Review collected by and hosted on G2.com.

I find the setup process for Copilot to be quite challenging and not as user-friendly compared to other tools like Bonsai. The inability to manually reorder tasks is frustrating, as it requires adding tasks in reverse order to display them correctly. The biggest shortfall, however, is the payment collection system. Being in Canada and billing clients in US dollars should be straightforward, as it is with other services I use, but with Copilot, it becomes a complex issue. The initial setup with my Stripe account led to rejected deposits because Copilot did not handle the currency correctly, forcing me to reconfigure it to Canadian dollars. This limitation has rendered the invoicing feature essentially useless for my needs. Additionally, the integration issues with QuickBooks further complicate billing, as I cannot seamlessly manage US dollar transactions. The high subscription cost of Copilot feels unjustified when the key features like invoicing do not work for my international billing needs. Review collected by and hosted on G2.com.