--- title: Assembly Reviews meta_title: 'Assembly Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 314 reviews by the users' company size, role or industry to find out how Assembly works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 314 scale: '5' date_modified: '2026-06-19' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 314 ## About Assembly Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ## Assembly Pros & Cons **What users like:** - Users commend the **ease of use** of Assembly, simplifying client presentations and enhancing overall business organization. (152 reviews) - Users value the **easy setup** of Assembly, finding it quick and efficient to get started with the platform. (82 reviews) - Users appreciate the **responsive customer support** of Assembly, enhancing their experience with effective solutions and guidance. (78 reviews) - Users find Assembly **intuitive and straightforward** , making client management and integrations seamless and efficient. (75 reviews) - Users love the **professional appearance** and comprehensive integration options of Assembly, greatly enhancing client satisfaction and workflow. (73 reviews) - Users value the **seamless integrations** of Assembly, enhancing their client management and workflow efficiency effectively. (73 reviews) - User Interface (63 reviews) - Easy Integrations (62 reviews) - Customization (60 reviews) - Simple (58 reviews) **What users dislike:** - Users express a desire for more **missing features** and flexibility to better adapt Assembly to their workflows. (100 reviews) - Users find the **limited features** of Assembly restrict customization and integration opportunities, impacting overall effectiveness. (69 reviews) - Users desire more **limited customization** options for the client portal, feeling it restricts tailored experiences. (49 reviews) - Users find Assembly **lacking features** , often needing workarounds and third-party apps for essential functionality. (47 reviews) - Users desire improved **integration capabilities** for better compatibility with payment services and other software tools. (35 reviews) - Limited Functionality (28 reviews) - Access Limitations (26 reviews) - Expensive (26 reviews) - Difficult Customization (19 reviews) - Lack of Customization (18 reviews) ## Assembly Reviews ### 1. Game-Changer for Scaling and Managing Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Adrianna M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Assembly?** Automation, pipelines, team clarity now! **What do you dislike about Assembly?** Limited customization, reporting depth ability to edit invoices. **What problems is Assembly solving and how is that benefiting you?** Assembly is giving us one centralized system to manage our entire client lifecycle, from lead capture to onboarding to ongoing service delivery. Before Assembly, information was spread across messages, email, HoneyBook, and spreadsheets, which created delays, missed follow-ups, and inefficiencies. Now, Assembly allows our team to: • Capture and organize leads in one place • Assign ownership and tasks to the correct team member (Diedra, Echia, or myself) • Track every client’s stage in the pipeline, from inquiry to paid client • Automate follow-ups, reminders, and onboarding workflows • Maintain clear visibility into revenue, services sold, and client progress This benefits us by improving response time, increasing conversion rates, and ensuring no lead or client falls through the cracks. It also allows our team to operate more efficiently, scale faster, and deliver a more professional and structured experience for our clients at Rose & Pearls. ### 2. Perfect CRM and Invoicing Solution for Solopreneurs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2026 **What do you like best about Assembly?** I really like how easy Assembly is to customize and configure for my small business as a solopreneur. The platform is very configurable, and they're always doing updates and accepting new kinds of app builds that you can put into your Assembly portal. I appreciate their plans and the flexibility of functionality across their plans, which allows you to still get a great deal of functionality and support on the free plan versus more of their paid tiers. My clients have also told me that using Assembly has been really, really easy for them as well. Plus, I love the API functionality they provide on their paid tiers, which allows me to hook up advanced tech into Assembly. The initial setup was super easy, and I was able to do it in less than fifteen minutes. **What do you dislike about Assembly?** I wish Assembly had a little bit more integrations with accounting tools like 1-800 Accountant. That would be a little bit more helpful for someone who's just starting out. **What problems is Assembly solving and how is that benefiting you?** Assembly helps me manage CRM, invoicing, and task management all in one place. I appreciate messaging clients in one portal and sending secure invoices and accepting payments there too. **Official Response from Marlon Misra:** > Thank you so much for the thoughtful review! We're thrilled Assembly has been such a great fit for your business, and that the setup, configurability, and flexible plans are working well for you and your clients. Hearing that your clients find it easy too means a lot to us. Great feedback on accounting integrations as well. ### 3. Clean, Easy Client Portal with Straightforward Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Karyn S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Assembly?** Clean and easy solution for client portal. Setting up was also straighforward and integrations easy. **What do you dislike about Assembly?** Some functions not available for our needs so workarounds were required. Ideally would like more flexibility with the apps. **What problems is Assembly solving and how is that benefiting you?** Client communication and follow up activity. Keeping client's informed with the status of their accounts. **Official Response from Jordan Wechsler:** > Thank you so much for the thoughtful review! We're thrilled to hear the client portal has been clean and easy to work with, and that setup and integrations went smoothly for your team, that's exactly the experience we aim for. We'd love to hear more about what flexibility options you want to see--feel free to reach out to support@assembly.com so we can try to help out here. Thanks again for being part of the Assembly community! ### 4. Streamlined Client Onboarding Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Armarni W. | Account Manager **Reviewed Date:** February 05, 2026 **What do you like best about Assembly?** I really like the ease of setting up Assembly. It was very straightforward, and I had everything set up in one day, which was amazing compared to another product we looked at that was hard to set up and understand. Assembly was extremely easy to understand, and there was no large learning curve. I also appreciate how it helps streamline the onboarding process for our clients, allowing them to get everything they need, like files, forms, and agreements, all in one place. They can even chat there, making it very useful. **What do you dislike about Assembly?** I would love if there were conditional forms in Assembly. Right now, you have to create a question for each possible situation, which can be cumbersome. I'd also love if the workflow was conditional, like if a certain agreement was sent in order because a specific service was selected. **What problems is Assembly solving and how is that benefiting you?** I use Assembly to streamline client onboarding, centralizing files, forms, and agreements, making everything accessible and easy for new clients. It also enables communication through chat. ### 5. Effortless Onboarding and Team Alignment **Rating:** 5.0/5.0 stars **Reviewed by:** Christian H. | Mentor Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Assembly?** Assembly has proven to be extremely useful for organizing projects, managing tasks, and ensuring our team stays on the same page. Its clean, intuitive interface allows team members to get started quickly, without needing extensive training. We particularly value how easy it is to assign clear ownership, monitor progress, and keep all communication about tasks centralized, which saves us from having to track updates through scattered emails and chat messages. **What do you dislike about Assembly?** Assembly excels in task and project management, but there is room for improvement when it comes to advanced automation and reporting capabilities. Offering greater flexibility with custom workflows and integrations would further enhance its usefulness, especially for teams that are complex or experiencing growth. **What problems is Assembly solving and how is that benefiting you?** Assembly has brought greater clarity and accountability to our workflows. In our nonprofit setting, where team members frequently take on various roles, Assembly makes sure that nothing is overlooked. It has enhanced our follow-through, minimized confusion about who is responsible for what, and enabled our team to carry out projects more effectively—particularly during onboarding, launches, and collaborative efforts across teams. ### 6. One-Stop Platform Enhancing Client Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** February 04, 2026 **What do you like best about Assembly?** I really like how clean and simple the platform is, which makes it easy to use. I also appreciate the numerous integrations offered, which expand its usability with tools like Stripe, Airtable, and HubSpot. Another big plus is the ability to white-label the platform as my agency or for my clients, elevating the client experience by keeping all pertinent information in one place. The setup was super easy, making the transition smooth and hassle-free. **What do you dislike about Assembly?** I would like more separation for embeds. I use Airtable as a CRM and wish it was a little more segregated between clients. **What problems is Assembly solving and how is that benefiting you?** Assembly is a one-stop shop for clients, keeping all information in one place and enhancing the client experience. I love its clean and simple platform, many integrations, and the ability to white-label as my agency or for clients. ### 7. Assembly is the solution to your client database needs! **Rating:** 4.0/5.0 stars **Reviewed by:** Christian H. | Mentor Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Assembly?** What I appreciate most about Assembly is how streamlined the entire experience feels. It's also incredibly easy to pick up and start using with your teams, making the implementation process smooth and straightforward. **What do you dislike about Assembly?** One of the main drawbacks of Assembly, in my opinion, is that the platform is still relatively new. Because of this, it currently lacks some features that I expect will be introduced in the future. These missing elements make the experience less helpful for me at the moment. **What problems is Assembly solving and how is that benefiting you?** Assembly has enabled our team to transition from managing multiple spreadsheets for data tracking to having a single, centralized platform that meets all our client needs. ### 8. Effortlessly Simple and Streamlined Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Malia B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2025 **What do you like best about Assembly?** It's so simple to use! I love the ability to chat with the clients and have a central place for all client tasks, contracts, forms, files, and invoices. Makes things so much easier when sending a link to them. **What do you dislike about Assembly?** The price is a little high for what it is... Features I'd like to have that would make it more valuable to me: - Ability to edit contracts in the software so I don't have to re-upload a new one every time I notice a mistake - Ability to send a contract and payment in ONE link then it creates or updates a client in the CRM, so I can make things easy to onboard new clients. **What problems is Assembly solving and how is that benefiting you?** A central hub that doesn't require "jummy-rigging" like we have to do in Notion. Everything is in one spot. ### 9. Seamless Onboarding, Simplifies Client Management **Rating:** 4.0/5.0 stars **Reviewed by:** Noah S. **Reviewed Date:** February 06, 2026 **What do you like best about Assembly?** I like Assembly's simplicity compared to other platforms. It's definitely very good, and I found it easier to navigate. The initial setup was really easy, and it's a beautiful setup platform. It's the simplest platform I've used, which is great for new businesses. It's also the cheapest platform and very easy to use. **What do you dislike about Assembly?** I'd say probably adding a little more user interface interaction, a couple more features. Maybe a bit more customization when it comes to forms. The messaging section can definitely be improved. I would say that's the weakest point. **What problems is Assembly solving and how is that benefiting you?** Assembly simplifies client onboarding by eliminating the need to email clients for documentation, storing all communication and contracts securely, and using prebuilt forms that streamline the entire process for our accounting firm. ### 10. Best CMS for entrepreneurs and small businesses! **Rating:** 4.0/5.0 stars **Reviewed by:** Emma Y. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Managing all aspects of indivisible client projects in one place, allowing for efficient and easy project completion. Reduces the overwhelm that our clients may face at the onboarding process. **Official Response from Jordan Wechsler:** > Thank you for the wonderful review! We’re so happy to hear that Assembly helps you streamline your client projects all in one organized place. It’s great to know the platform supports your creative workflow and helps your clients stay clear on deadlines and deliverables. We appreciate your feedback about forms and contracts—that’s really valuable insight. Our team is always working to make these features faster and more intuitive, and feedback like yours helps us prioritize improvements that make a real difference. Thanks again for sharing your experience and for choosing Assembly to power your business—we’re excited to keep building tools that help entrepreneurs like you thrive! 🚀 ### 11. Member Portal **Rating:** 1.5/5.0 stars **Reviewed by:** Jonathan W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Assembly?** None. The initial wow and ease of use of the platform does not support deeper customization. **What do you dislike about Assembly?** 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). **What problems is Assembly solving and how is that benefiting you?** Copilot is helping us onboard new clients through an onboarding process that requires the collection of many disperate pieces of information. It also allows us to process invoices for the client and capture signatures on key documents. **Official Response from Jordan Wechsler:** > Hi Jonathan, Thank you for taking the time to share your feedback. I'm sorry to hear that Assembly hasn't met your expectations, particularly around customization capabilities and our support responsiveness. We've reached out to you directly via Front to discuss this further. We'd love the opportunity to understand more about the specific customization needs you have and explore how we can better support your use case going forward. We're committed to improving both our product capabilities and our communication with customers. ### 12. Centralizing Marketing Client Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Zack K. | Director of Agency Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Assembly?** 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! **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Having one centralized hub for all of the items that our clients need to access. **Official Response from Copilot Marketing Team:** > Thank you for such a detailed review! We’re excited to hear how Copilot has simplified your workflows by bringing everything — from files and forms to contracts and communication — into one hub. It’s especially great to know the setup process was smooth and that our support team was able to help you every step of the way. We also appreciate your feedback on mobile access. We know how important it is for clients to stay connected on the go, and we try to have the best mobile web experience we can. Thanks again for sharing your experience — we’re thrilled to be part of your team’s growth journey! ### 13. Perfect for Organizing Client Data and Streamlining Recurring Payments **Rating:** 5.0/5.0 stars **Reviewed by:** Dustin P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2026 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** One-stop client portal, client billing, contracts and general CRM. ### 14. Copilot: Easy Setup, Great Support, and HIPAA Compliant **Rating:** 5.0/5.0 stars **Reviewed by:** Brian R. **Reviewed Date:** October 22, 2025 **What do you like best about Assembly?** I have been using Copilot for 3 years primarily for managing my own client portal and my clients' portals. I appreciate the ease of use, which greatly enhances my user experience right from the setup process, which was straightforward. The support team is outstanding, as they responded to my queries quickly, providing a smooth onboarding experience. I value the HIPAA compliance feature, ensuring high standards of data protection, which is crucial for handling sensitive information. The file storage is slick, and the internal messaging feature is incredibly useful, allowing me to keep everything together without needing to resort to email communications constantly. I find the integration with external services like Make beneficial for my workflow, which offsets the limited task automation capabilities. Furthermore, I utilize integrations with services like Zapier and Google Slides, making Copilot a versatile tool in my software suite. Overall, the combination of ease of use, excellent support, compliance, and efficient communication and storage features make Copilot a preferred choice, culminating in me recommending it highly, scoring a 10 on a likelihood scale. **What do you dislike about Assembly?** The task automations in Copilot are limited. I wish there were more internal integrations available. **What problems is Assembly solving and how is that benefiting you?** Copilot ensures HIPAA compliance and offers ease of use, effective file storage, and internal messaging, reducing the need for constant emails. **Official Response from Jordan Wechsler:** > Hi Brian, Thank you so much for sharing your thoughtful review and for being part of our community for the past three years! We’re delighted to hear that you’ve had such a positive experience. It’s wonderful to know that our platform’s HIPAA compliance, secure file storage, and internal messaging have helped streamline your workflows and simplify communication. We also appreciate your feedback on task automation and integrations. Expanding our automation capabilities and ecosystem of integrations is an area we’re continuously working to improve, and your insights help shape those priorities. Thank you again for your trust and support—we’re honored to partner with you and look forward to continuing to help your business grow! ### 15. Centralized Client Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Atlas A. **Reviewed Date:** October 17, 2025 **What do you like best about Assembly?** {"I appreciate having a centralized place for tasks, files, and everything client-related, simplifying communication and organization within my team.","I find that Copilot helps make team interactions smoother with less need for tracking threads.","The straightforward and uncomplicated setup was a pleasant experience when starting with Copilot.","The DS assembly bot that allows feeding information to create tasks is super helpful for maintaining task completion and accountability."} **What do you dislike about Assembly?** {"The website's interface seems outdated and resembles an earlier version of Notion, which could benefit from a more modern look.","The forms aspect feels basic and lacks depth in UX design, which may not fully meet my needs for smoother operation.","An in-depth invoicing feature is missing, and having this could improve the experience significantly.","There isn't a mobile app, which limits accessibility for team members who are often on the go and might not always have computer access.","Pricing could be better with a need for cheaper options to make the service more accessible."} **What problems is Assembly solving and how is that benefiting you?** I find Copilot centralizes tasks and client data, improving team communication and reducing tracking issues, making workflows smoother. ### 16. Great Features and Simplicity, LOVE this for my business **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica T. | Accountant/ bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Assembly?** I love the features in assembly. I love the simplicity for my clients and the options available even on the lowest paid tier. **What do you dislike about Assembly?** I have a few things I wish were features but they are small items. One of them being automated tasks, a forward and backwards arrow when I am in files in a folder instead of going out and back in again and an audit log of when magic links are sent for each person. **What problems is Assembly solving and how is that benefiting you?** Assembly is keeping all my clients and I organized, it is an all in one place for my clients to communicate with me and have documents e-signed which is a must for me. ### 17. Impressive Client Portals, Easy Assembly Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen C. **Reviewed Date:** February 13, 2026 **What do you like best about Assembly?** I like what clients love about Assembly. Clients always compliment how professional I look. I also find the integrations with Google Sheets and Looker Studio very useful because they allow me to provide custom reporting to clients outside of QuickBooks. **What do you dislike about Assembly?** The time tracking and tasks are a little basic for my needs, but they have other integrations that may work that I haven't used yet. **What problems is Assembly solving and how is that benefiting you?** I use Assembly for client portals, file handling, and integrating external data sources for custom reporting, which is incredibly helpful. ### 18. Empowers Customization but Needs Workflow Expansion **Rating:** 5.0/5.0 stars **Reviewed by:** Colin S. **Reviewed Date:** February 17, 2026 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Assembly lets us build custom apps, integrating 3rd party apps to create customized forms and workflows. ### 19. Copilot is one of the best softwares I've came across in a while. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Copilot is mainly smoothing out the messy parts of your customer workflow. Instead of juggling long email threads, hunting for files, or losing track of revisions, everything for a client lives in one place automatically. That means: Time saved: no more back-and-forths trying to confirm which file is “final” or re-sending the same info multiple times. Clarity: every client has their own organized hub, so nothing gets misplaced. Consistency: processes run the same way across clients, which makes it easier to scale without chaos. **Official Response from Copilot Marketing Team:** > We really appreciate your review! It’s great to hear Copilot has helped create a smoother, more consistent experience for both your team and your clients. Your points on pricing and integrations are spot on — we know those areas are important, and feedback like yours helps us shape what comes next. Thanks for choosing Copilot! ### 20. My 7.62 cents.. **Rating:** 4.5/5.0 stars **Reviewed by:** Shahn C. | Solo Prenure..., Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Centralized documents and info. It brings organization. ### 21. Integrated Document Signing and Invoicing That Streamlines Our Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2026 **What do you like best about Assembly?** Integrated document signing and invoicing. **What do you dislike about Assembly?** The document set-up is a little clunky compared to something like PandaDoc. It would be nice if tokens synced with a CRM so we could create document and customer data would pull in. **What problems is Assembly solving and how is that benefiting you?** No need for separate CRM and document tool. Pricing is comparable and enjoyable. Processing fees are also reduced for ACH payments. ### 22. Great tool. Not incredibly flexible, but very high functionality. **Rating:** 5.0/5.0 stars **Reviewed by:** Archer H. | Owner & Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about Assembly?** The functionality. The interface is smooth and the process of using everything is seamless. It's easy to understand. **What do you dislike about Assembly?** It only offers a fixed array of integrations. It's not super flexible on customization in terms of what you might want a portal to do for you. **What problems is Assembly solving and how is that benefiting you?** Copilot allows my clients to have one consolidated hub for all information. And for that, it is incredibly helpful. ### 23. Simplified Client Experience with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Renee C. **Reviewed Date:** October 08, 2025 **What do you like best about Assembly?** I love that Copilot is user-friendly with a clean and modern interface, making it simple to use without unnecessary complications. Its all-in-one functionality significantly improves client communication and task management. I also value the potential to customize the platform with custom apps for future scalability. **What do you dislike about Assembly?** I dislike the limitation regarding user additions, where adding more users requires upgrading to a larger plan or incurring additional costs. Also, I find the lack of a pre-existing or standard templatized project management system internally a drawback, as having such a feature would be game-changing. **What problems is Assembly solving and how is that benefiting you?** Copilot centralizes client communication and task management, simplifying project tracking and ensuring smooth client interactions. **Official Response from Copilot Marketing Team:** > Thank you so much for your thoughtful review! We’re really glad to hear that you’ve found Assembly intuitive and helpful for managing client communication and tasks; creating a clean, all-in-one workspace is exactly what we’re aiming for. We appreciate your feedback about user limits and built-in project templates. Your insights help guide how we prioritize improvements. Thanks again for sharing your experience—we’re excited to keep making Assembly even better for you and your clients! — The Assembly Team ### 24. Elevated crm experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jacki L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Assembly?** It offers everything I need to manage my clients and give them an elevated experience **What do you dislike about Assembly?** I wish more of the things I use on there were actually offered by the platform itself instead of using third party apps. Like trello. **What problems is Assembly solving and how is that benefiting you?** I wanted to be able to offer my clients a subscription based service, and copilot allows me to easily invoice automatically for that. I also wanted a portal where they could find all of their contracts, bills, and galleries in one place **Official Response from Copilot Marketing Team:** > Hi Jacki, Thanks for sharing your experience! We’re glad Copilot is helping you deliver a more elevated client experience by bringing invoicing, contracts, and files into one central portal. It’s great to hear the subscription billing feature has made it easier to manage recurring services. We also appreciate your note on third-party apps — expanding what can be done natively in Copilot is an area we’re continuing to focus on. Your feedback helps us move in the right direction. Thanks again for choosing Copilot! ### 25. intuitive, simple, and flexible. **Rating:** 4.5/5.0 stars **Reviewed by:** Recte Books . | Founder and Lead Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Assembly?** I like the simplicity of the platform. I am a solopreneur bookkeeper and I love tool that can help improve my process and the CX. But, I don't love spending hours learning new about how to use new platforms. Copilot was easy to set-up and onboard my first client in half a day. **What do you dislike about Assembly?** There are only a few customization option to make the space feel like your brand. They are adequate for sure, but room for improvement is definitely there. With that, I had to download an integration for to make a home screen for my clients portal. This seemed odd to me and the option itself was also basic. i would like to see more built-in functionality instead of everything being an integration. **What problems is Assembly solving and how is that benefiting you?** Getting stripe and the basic functionality for my needs ready to go in the a matter of a few hours was great. The main problem that copilot solves is improving the user experience for my clients. providing them a one-stop-shop to interact with my business and manage payments and files. ### 26. Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Copilot is helping me solve the problem of securely sharing files and communicating with clients in one centralized place. Before, I had to juggle multiple platforms for messaging, document sharing, and contracts—but now it's all streamlined. This has saved me a lot of time and made the client experience more professional and efficient. It's especially beneficial for managing sensitive documents, as the upload/download process is smooth and reliable. ### 27. Beautifully designed and flexible, gets better every day **Rating:** 4.5/5.0 stars **Reviewed by:** Brandan B. | Owner, Video editor/motion designer at 26Made, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Assembly?** I love the look. It's just visually great to work with. I also like they way you can connect outside apps to get more done with it. They've recently added many new features and the options for use are growing dramatically. **What do you dislike about Assembly?** It's limited. Sometimes I feel like I'm trying to bend features without breaking them to get it to do what I need. But the outside apps plugging in help to make it all possible. They are adding new features all the time too. **What problems is Assembly solving and how is that benefiting you?** Getting all my clients in one place. My clients email and slack and store files in google and dropbox and it's a mess. This has allowed them to come to one place for everything. They find it easier and we can accomplish more for them. We are now using their Tasks app to manage project planning and tracking. We also use it for subscription based billing. ### 28. I love it, my clients love it - can't say enough good things. **Rating:** 5.0/5.0 stars **Reviewed by:** Leah M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Assembly?** My small accounting practice was growing, and I needed a solution to manage new client onboarding, and general secure file sharing, communication, and billing. I wanted to build out my client portal myself, and I needed to do it fast. I also wanted my client's experience to be easy. I had explored several other softwares I've heard about through my network, and they were SO time consuming for me to set up, mostly because they are so customizable, in addition to having countless zapier integrations and stuff I didn't care about. Then, I found Copilot in the Google search results. From the beginning, the setup was so easy and intuitive, without compromising on the quality of the experience AND is still customizable where it matters. It's so user friendly, and my clients have loved it for this reason. I also really appreciate how sleek and modern it is. I was able to build out my client portal over a weekend. Its also really cool that you can create a test client and practice everything before sending to a real client. Customer support is quick to respond. I use this software every day with my clients, as the messaging feature allows us to minimize email clutter. My favorite app is the Tasks app, which is a very simple and effective project management-ish app. **What do you dislike about Assembly?** There are a few features I've suggested to support, who have been very receptive to the feedback: - Integration limitations: (a) Doesn't yet integrate with Xero, my accounting software. (b) All integrations with popular apps (Notion, etc) are only for client facing purposes, not internally facing. - Project Management: Tasks app has a ton of potential for internally-facing project management, but for right now, gets the job done fine since I'm a solo-firm owner. I'd love to see more features here for categorizing tasks and bulk actions! - Forms: Would be fantastic to see more options here for different questions prompted based on responses to one-answer questions. **What problems is Assembly solving and how is that benefiting you?** Billing Secure file sharing and storage Messaging Meeting scheduler Contract management Forms ### 29. Fantastic Client Management System for businesses of all sizes **Rating:** 5.0/5.0 stars **Reviewed by:** Julian M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Assembly?** Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic. **What do you dislike about Assembly?** \The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go? **What problems is Assembly solving and how is that benefiting you?** Particularly, it's helping solve the absolute pain of "send X files over". They're organised, have a high file limit, and don't mean I need to send an upload link to something like mediafire or drive via email. It looks so much more professional and I love it. ### 30. So grateful I stumbled upon their ad! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Director of Design Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Assembly?** I love the flexibility that Copilot offers with the in-app content feature. It allows so much room for you create any type of interface that works best, on a client-by-client basis! **What do you dislike about Assembly?** There are very few things to dislike, if anything I wish there was more automation available with sending messages. For example, if I could schedule a message to be sent to a client on a certain at a specific time, that would shave alot of time off the onboarding process. Last thing is I wish I could customize a bit more the notification emails that go to the client so that it sounds more like our company voice. Those are little things though that we have found workarounds within the third-party softwares we use. **What problems is Assembly solving and how is that benefiting you?** Co-Pilots helps me solve the problem of organizing cluttered communication systems within executive corporate teams. It has helped me offer a solution that feels like a sense of relief to my clients. ### 31. Great Portal for Customizability **Rating:** 4.5/5.0 stars **Reviewed by:** Colin V. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2025 **What do you like best about Assembly?** I like how customizable the portal is. Instead of relying on an off-the-shelf portal to give me everything I need, I can choose the features I want for interacting with my clients. The Copilot team also listens to feature requests and pushes updates very quickly. **What do you dislike about Assembly?** We can only send messages to our clients and not internally to our team. This requires us to maintain multiple workflow tools, which can be a little annoying. **What problems is Assembly solving and how is that benefiting you?** Copilot provides our accounting firm with a clean and easy to use client-facing portal. It allows us to optimize the customer experience with various apps embedded in copilot like tasks, embedding financials, messages, and forms. Not every client needs to see everything, so the flexibility of what is visible to clients is very helpful. ### 32. All in one Portal Solution with ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Will B. | Head of Support and QA, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** 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 **What do you dislike about Assembly?** 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 **What problems is Assembly solving and how is that benefiting you?** Allowing us to align all our client documents and consolidate our knowledge base, reduces time spent recreating documents when they are centralised and ready for all client bases. It's also easier for our clients to obtain everything they need in a one stop solution. ### 33. Easy to use client portals! **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie B. | Found and Chief Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Managing clients, mockups, and feedback—along with client-requested design changes—can be overwhelming, especially with the volume of files, contracts, and orders we exchange via email. This method has become unsustainable for us. Copilot has been a game-changer, allowing us to manage everything in one centralized platform. While we’re still new to it and have only tested it with a few clients so far, it has already proven to be a lifesaver. It’s easy to use for both myself and our clients, and I’m optimistic it will be just as effective for my team in the near future. ### 34. Copilot Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** 1. Copilot feels like a software version of Slack, allowing me to communicate with clients via chat instead of always using the phone. 2. Helpdesk feature to send clients instructions, guidance, and information. 3. Clients can sign up directly if I don't have their email. 4. Enable multi-factor authentication for added security. ### 35. Love the copilot experience, it's truly a special one. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Assembly?** I love how easy it is for my clients to login & get the most out of it. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** It's super easy to use in all ways esepcially for client management, onboarding and security. ### 36. Great client portal! **Rating:** 5.0/5.0 stars **Reviewed by:** Shanye H. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Assembly?** I love the look and feel of the app and the amount of embeds I can have work well for my needs **What do you dislike about Assembly?** It doesn't have a mobile app that clients can download. Would be great if it did **What problems is Assembly solving and how is that benefiting you?** Allows our company to present a more professional appearance to clients as well as it allows us to bring all of our tools into one single location **Official Response from Copilot Marketing Team:** > Hi Shanye, Thank you so much for your kind words! We’re thrilled to hear you love the look and feel of Copilot and that our embedding capabilities work well for your needs. It’s great to know we’re helping your company present a more professional image and centralize your tools in one place. We appreciate your feedback about a dedicated mobile app for clients. We hear you, and while don't have a dedicated mobile app, our mobile web experience is quite robust, and hopefully, that meets all of your needs. If you run into any issues, please feel free to reach out to support@copilot.app. Thanks again for sharing your experience and for being part of the Copilot community. ### 37. Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** Since the platform is relatively new, there are some features that would be useful to my team now that are not yet available. **What problems is Assembly solving and how is that benefiting you?** Clients accessing their files **Official Response from Jordan Wechsler:** > We're so glad you're enjoying being part of our community and Copilot is able to be a fantastic resource for you! If there's a feature you're looking for and don't see yet, feel free to reach out to us at support@copilot.app. Our team is constantly building and improving the product—it’s very possible we’re already working on what you need (or it might already be available!). ### 38. Incredible Client Portal – A Game Changer for My Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick M. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2024 **What do you like best about Assembly?** My favorite thing about Copilot is the ability to have a client portal where I can manage a large number of clients easily and be able to "text" them through the platform, instead of having to email them. I also had trouble finding a client portal with a clean design so Copilot stood out to me. **What do you dislike about Assembly?** The only downside of Copilot is it's a newer platform so there's a few features I'd like to see added to the platform but the support team has been super great about asking for new feature recommendations. It's great to have a support team that asks for user feedback so they can make the platform even better! **What problems is Assembly solving and how is that benefiting you?** Copilot is solving my problem of having to email my clients back and forth, I just "text" them inside the portal. Everything is organized and I don't have to track down emails or have seperate applications for everything. I couldn't run my business without Copilot. ### 39. Innovative piece of technology **Rating:** 4.0/5.0 stars **Reviewed by:** George B. | Global Brand - Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Assembly?** Being my business management companion. Everything is internal and tracked. What was physical labour is now managed digitally. **What do you dislike about Assembly?** The lack of features. At first it looks somewhat of a ‘beta version’. The more you use the platform you grow to love it. Im certain, with time copilot will introduce new features and make improvements. **What problems is Assembly solving and how is that benefiting you?** Electronic contracts, a place that holds company materials, a repository, billing. All of it! ### 40. Streamlined Client Portals Made Simple with Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Rick U. | Owner/Director, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Copilot helps keep all client communication, files, and integrations in one place, which saves a lot of time and reduces confusion. It’s easier to stay organized and provide a better experience for clients, which helps build stronger relationships. ### 41. Nicely customizable client facing portal **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** 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. **What problems is Assembly solving and how is that benefiting you?** Organizing documents in a secure way to share with clients. ### 42. Copilot enables the customer portal you need **Rating:** 5.0/5.0 stars **Reviewed by:** Alex G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** The constantly evolving Copilot platform provides an ideal landing point for your customers. As a customer the portal is intuitive, branded, and highly accessable. As an operotor 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. **What do you dislike about Assembly?** You cannot bring your own merchant solution and limited by Stripe Express's limitations. **What problems is Assembly solving and how is that benefiting you?** Copilot is our main point of interaction post opportuntiy. Once the customer has been qualitifed they use the customer portal to pay invoices, sign contracts, comminicate with my customer service team, browse knowledge articles, and submit requests for cancellation. ### 43. A Powerful Productivity Tool with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Dave I. | Author - Coach - Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2024 **What do you like best about Assembly?** What I love most about Copilot is its incredible flexibility and how effortlessly it integrates with other apps. It feels like having a personal assistant designed to fit your unique workflow, rather than making you conform to a preset system. The customization options are outstanding, giving me the freedom to shape the platform exactly to my needs. **What do you dislike about Assembly?** ot all sites fully integrate, which sometimes causes certain pages not to load properly—a bit frustrating when you're trying to streamline tasks. Additionally, there’s no notes feature available for internal use yet, which would be incredibly helpful for quick reminders or team collaboration. **What problems is Assembly solving and how is that benefiting you?** By centralizing communication, organizing tasks, and simplifying workflows, Copilot has made managing clients more efficient, allowing me to dedicate more time to delivering exceptional results instead of getting caught up in administrative tasks. ### 44. Simple Client Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Malick T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Assembly?** This is a super easy app to setup. The automation integration with zapier work well. **What do you dislike about Assembly?** I wish there was more of an ability to customize the actual portal notification settings. Clients recieve an email 5 minutes after you change something in their portal. I would love to simply have an updated button that sent them a bulk change I made in their portal. Also the ability to have them download an app would be incredible helpful. **What problems is Assembly solving and how is that benefiting you?** Creating a streamlined experience for everything from messages to file delivery to contracts to meetings. ### 45. Great way to bring tech-enabled services to market quickly and affordably **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Assembly?** I love copilot. Top pros are ease of use, great UI, helpful features, easy to get started, helpful apps that can be plugged in **What do you dislike about Assembly?** I haven't seen any major downsides regarding the intended us of the platform. There are a few features I wish existed, but they may be unique to our use case...like being able to set custom fields in the task app and more out of the box automations like creating tasks when a new user is added. **What problems is Assembly solving and how is that benefiting you?** We need a simple and easy to manage way to manager our tech-enabled services customer experience while iterating quickly on feedback and making changes in real time. Copilot allows us to do that without long development cycles required in our old product. ### 46. Review from a Copilot User of almost 6 months **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** - Customization/Whitelabeling options, i particualrly love the ability to easilt connect, share and alter custom domians that make my buisness sound out - Ability to integrated apps of almost anytype and embed interanlly or externally really contributes to - The integration of all in-house apps that allow for an fairly staright forward and east-to-understand workflow - Customer Support is fantastic and responsive, very helpful and kind (shout-out Veronique) **What do you dislike about Assembly?** - Customization on the admin side of a portal is limited and apps with similar names can conflict - In-House app selection from Copilot are fairly rigid in their feature selection, limiting the amount of usefulness that can be derived from each app - I think the CRM side of the platform is fairly limited and with some input from the community, could expand its offering to allow for some more personalization and segmentation business of all kinds could take advantage of **What problems is Assembly solving and how is that benefiting you?** As a marketing agency, I love the idea of using Copilot as a platform that allows my business to fairly seemlessly integrate all the marketing tools and resoruces a client uses all in one place, and the Copilot product accomplishes that and so much more. ### 47. Excellent attention to detail and service **Rating:** 4.5/5.0 stars **Reviewed by:** 🌞 Rachel R. | Director of Relationships and Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** I like how tailorable copilot is and how many excellent tutorials they have to explain things! Beyond the tutorials, the slack they have set up is an amazing way to get more answers and connect with more poeple to get ideas. I love how they are building a community with it! Additionally, any time I have reached out for help, they have been incredibly responsive and helpful! I feel that my needs come first, which I really appreciate. **What do you dislike about Assembly?** Although it is very tailorable, there are some limitations. One big one for me is the limited ability to integrate a number of different notion pages without paying for another third party. I also would like more tailorability on the homepage for assinging tasks to clients. **What problems is Assembly solving and how is that benefiting you?** Keeping all the information for my clients in one place, making communication with them about the project easier, and being able to assign tasks to my clients so that they are aware of what needs to be done! ### 48. Supports data collection and coodination across our clients. **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron L. | President / CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** It is simple to manage and collect the data we require from our customers on a monthly basis. Their customer support is really good using Slack. **What do you dislike about Assembly?** There are features I would expect that are not present - hopefully they can get there. **What problems is Assembly solving and how is that benefiting you?** Needed a virtual data room and messaging app that we could efficiently allow our customers to register to and share data with. ### 49. The best way to organize client info and data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Assembly?** Copilot allows me to quickly and efficiently communicate and share data, info, and updates with my clients. Instead of sending my clients to a variety of apps to get their information, they are able to access anything they need within a single portal. My business runs faster and more efficiently than it did before. **What do you dislike about Assembly?** The pricing tiers were confusing for me initially. I thought my business would be able to work on the lowest tier, even after adding some basic apps. But even the basic apps require businesses to use the mid-tier which includes a lot of features I don't need. Maybe the basic tier could include 2-3 additional apps because the price differential between the entry level and the mid-tier is fairly substantial for a small organization. **What problems is Assembly solving and how is that benefiting you?** I need to communicate effectively with multiple clients, providing them access to a wide variety of information and updates. Copilot provides a single portal for my clients and it immediately adds value to my clients' experience. ### 50. Secure Client Portal with terrific UI and support team **Rating:** 5.0/5.0 stars **Reviewed by:** Boris B. | Digital Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** Copilot is very secure, easy to use and set up. The UI for clients and internal is great and we have been able to automate many tasks using Make,com. Support is very respoinsive and helpful. **What do you dislike about Assembly?** Limited apps for now, but they are adding more and more. **What problems is Assembly solving and how is that benefiting you?** Sharing forms with client and receive infomation. Flow of information when documents are shared or received. Secure cloud storage client portal with sensitive information. ## Assembly Discussions - [while maintaining quality and being the best](https://www.g2.com/discussions/42975-while-maintaining-quality-and-being-the-best) - 1 comment, 1 upvote - [i want a software to save my document files](https://www.g2.com/discussions/42414-i-want-a-software-to-save-my-document-files) - 3 comments, 1 upvote - [View Assembly pricing details and edition comparison](https://www.g2.com/products/assemblysoftware/reviews?filters%5Bsentiment_snippet%5D=1576123&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-20+18%3A06%3A34+-0500&secure%5Bsession_id%5D=2d11fa76-44ef-4d80-89ba-c7c830cdf05e&secure%5Btoken%5D=0173b9e55ecf18d8698d2df2db6cb5a3c623c1082213d41121a56eba7cb56841&format=llm_user) ## Assembly Integrations - [AgencyAnalytics](https://www.g2.com/products/agencyanalytics/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ClickFunnels](https://www.g2.com/products/clickfunnels/reviews) - [Close](https://www.g2.com/products/close/reviews) - [Explo](https://www.g2.com/products/explo/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Forms](https://www.g2.com/products/microsoft-forms/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) ## Assembly Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **File Management** - Device Syncing - Web Interface - File Type Support - Search **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Online Document Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Billing** - Automation - Adjustments **Administration** - Application Deployment - Native Deployment - Data Security - Access Control - Scalability **Channels** - Multi-Channel Coverage **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments **Content** - Document Collaboration - E-Signature - File Request - Feedback **Bill Generation** - Templates - Digital Billing - Recurring Billing **Onboarding Setup** - Workflows - Templates - Checklists **Functionality** - Storage Scaling - Backup Support - File Security - File Organization **Customization** - Custom Fields - Multi-page Forms - Design **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Collaboration** - File following - File Sharing **Workflow** - Assembly and Approval Workflows **User Interface Design** - Customized Branding - App Templates - Workflow Management **Customizations** - HTML Input - Domain Name **Automation** - Workflow Automation - Real-Time Updates **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - Omnichannel **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics **Bill Processing** - Management **Project Tracking** - Monitoring - Content - Tasks **Cloud Support** - Service Support - Cloud Migration Support **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Administration** - User and Role Management - Policies and Controls - Security **Data Control** - Data Migration - Data Synchronization - Data Security **Growth** - Site Analytics - E-Commerce - Hosting **Development** - Application Templates - UI Code Extending - Collaborative Development **Payment Options** - Online payment portal **Integration** - Accounting - Payments - ERP **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Automation** - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - E-Signature** - Cross-system Integration - Natural Language Interaction **Platform** - Performance and Reliability - System of Record Integration - APIs **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - API / Integrations **Publishing** - Platform Compatibility **Content** - Email Integrations - Permissions **Support** - Customer Support **Agentic AI - No-Code Development Platforms** - Natural Language Interaction **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Generative AI** - AI Text Generation **Agentic AI - Subscription Billing** - Cross-system Integration **Platform** - Custom Branding - User, Role, and Access Management - Performance and Reliability - Integration APIs ## Top Assembly Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (538 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)