Assembly (Copilot)
Create remarkable client experiences with a branded portal
What is Assembly (Copilot)? Complete Overview
Assembly (Copilot) is a comprehensive client portal platform designed to unify and enhance the client experience for tech-enabled professional service firms. It helps businesses streamline client interactions, from initial sales to full-scale operations, by providing a centralized, branded portal. The platform is trusted by consulting, accounting, real estate, law, marketing, and tech firms with over 1 million clients. Assembly offers features like AI-powered back-office tools, secure file-sharing, invoicing, messaging, and integrations with existing business tools. It aims to transform cluttered client interactions into seamless, modern experiences that delight clients and improve operational efficiency.
Assembly (Copilot) Interface & Screenshots
Assembly (Copilot) Official screenshot of the tool interface
What Can Assembly (Copilot) Do? Key Features
Branded Client Portal
Assembly provides a fully branded client portal that centralizes all client interactions, including messaging, file-sharing, and payments. This eliminates the need for multiple tools and creates a cohesive experience for clients.
AI-Powered Back Office
The platform includes an AI assistant that helps teams manage client relationships more efficiently. It provides secure AI assistance to centralize visibility into client interactions across the company.
Integrations & Custom Apps
Assembly integrates seamlessly with existing business tools, either as embeds or through its flexible API. Businesses can also develop custom apps to extend functionality as needed.
Contracts & eSignatures
Streamline document workflows with built-in contract management and eSignature capabilities, making it easy to get documents signed in one place.
Storefronts
Productize services with eCommerce-style packages, allowing clients to purchase and manage services directly through the portal.
Invoicing & Billing
Send invoices and create subscription-based billing with 1-click payments, simplifying financial transactions for both businesses and clients.
Enterprise-Grade Security
Assembly is built with enterprise-grade security from day one, ensuring that all client data and interactions are protected.
Best Assembly (Copilot) Use Cases & Applications
Consulting Firms
Consulting firms use Assembly to provide clients with a centralized portal for project updates, document sharing, and invoicing, improving transparency and client satisfaction.
Accounting Practices
Accounting firms leverage Assembly to streamline client onboarding, tax document sharing, and payment processing, reducing administrative overhead.
Legal Practices
Law firms use Assembly for secure client communication, contract management, and eSignatures, ensuring compliance and efficiency.
Real Estate Agencies
Real estate professionals utilize Assembly to manage client transactions, document signing, and property listings in a single, branded portal.
How to Use Assembly (Copilot): Step-by-Step Guide
Sign up for a free trial or book a demo to explore Assembly's features and see how it can fit your business needs.
Customize your branded client portal by adding your logo, colors, and preferred workflows to match your business identity.
Integrate Assembly with your existing tools (e.g., CRM, payment systems) or use the API to build custom solutions.
Invite clients to the portal, where they can access messaging, file-sharing, invoicing, and other services in one place.
Monitor and manage client interactions using the AI-powered back office, ensuring seamless communication and efficiency.
Assembly (Copilot) Pros and Cons: Honest Review
Pros
Considerations
Is Assembly (Copilot) Worth It? FAQ & Reviews
Yes, Assembly offers a 14-day free trial with full access to all features, no credit card required.
Assembly is ideal for consulting, accounting, real estate, law, marketing, and tech firms that need a unified client portal.
Yes, Assembly supports integrations with popular business tools and offers a flexible API for custom solutions.
Yes, Assembly is built with enterprise-grade security to protect all client data and interactions.
The AI assistant helps teams manage client relationships by providing insights, automating tasks, and centralizing visibility into client interactions.