Assembly
327 reviews
- 1 profiles
- 15 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2020
Assembly Reviews
JM
John M.
Custom Workflows, Forms, and Easy Client Billing in One System
I love the “feels like I’m inside the businesses system feel” for clients. I love that I can bill them from the software, and I especially love the custom workflows, I love the forms, I love the ability to add multiple people a company etc
AG
Amanda G.
Great platform for a small business owner!
Copilot keeps all my clients in one place, and each one has their own branded portal. That setup makes it simple to manage messages, invoices, files, and forms without constantly switching between different tools. Having a dedicated, well-organized space for each client streamlines my workflow, keeps communication clear, and helps create a more professional experience for both me and my clients.
AC
Verified User in Capital Markets
Easy File Sharing and Communication, but Missing Simple Form-Building Features
This makes it very easy to communicate and send files back and forth throughout an engagement. Setup was simple and easy.
About
What is Assembly?
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.
Details
Year Founded
2020
Website
assembly.com