G2

Matthew F.

CEO

Small-Business (50 or fewer emp.)

4/3/2025

"Copilot"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.