Assembly

Assembly (formerly Copilot) is purpose-built for tech-enabled service firms — accounting practices, marketing agencies, consultancies, law firms, and real estate businesses — that want a single platform for client communication, billing, and project delivery without stitching together a dozen separate tools.

What You Get

The core product is a branded client portal where your clients log in to access everything related to their engagement: messages, invoices, signed contracts, task lists, shared files, and embedded tools. On the back end, your team gets a CRM to manage client relationships, custom fields to track deal or project metadata, and internal notes — all in one workspace.

Assembly's Storefront feature sets it apart from most portal tools. You can package your services into eCommerce-style listings, let clients purchase directly, and automatically trigger onboarding workflows from a sale. Combined with subscription billing and 1-click payment links, it's a credible end-to-end system for firms that want to productize recurring work.

Pricing

Assembly offers four tiers, billed monthly or annually:

• Starter — $39/month: 1 internal user, 50 clients, 100 automation tasks/month. Covers the core portal, messaging, invoicing, contracts, tasks, and files. No custom domain.
• Professional — $149/month: 3 internal users (+$39/user), 500 clients, 1K automation tasks. Adds custom portal domain, custom email domain, API/Zapier/Make access, multi-company client support, and App Visibility rules.
• Advanced — $399/month: 5 internal users (+$59/user), unlimited clients and automations. Adds full white-labeling, HIPAA compliance with BAA, client access permissions by internal user, and lower payment processing fees.
• Enterprise — from $2,000/month: Custom user count, SSO, audit log, advanced security controls, sandbox workspace, dedicated success manager, and technical advisor.

All plans come with a 14-day free trial. There is no free tier.

Integrations and Extensibility

Beyond Zapier and Make, Assembly has a developer platform that supports custom apps embedded via iframe, webhooks, and an App Bridge for client-side navigation. This is relatively rare in the client portal space — it means technical teams can build internal tools or industry-specific apps that live inside the portal without fully custom development. The App Store marketplace provides pre-built additions for common workflows.

Embeds for Airtable, Calendly, Looker Studio, and similar tools can be dropped into any portal view without code, which covers the majority of real-world integration needs at the Professional tier.

Who It's For

Assembly is a strong fit for solo practitioners up to ~100-person firms across accounting, marketing, consulting, legal, and real estate. The Starter plan works for a freelancer or very small practice with a limited client roster; the Professional plan is where most growing teams will land. Firms needing HIPAA compliance can get it on Advanced without jumping to enterprise pricing — a meaningful distinction versus competitors that gate compliance features.

It's less suited to businesses that need deep project management (no Gantt charts or resource planning), or to teams that want full layout control over the portal UI. The platform is opinionated about its structure, which keeps onboarding fast but limits customization relative to no-code builders like Softr or Noloco.