Why this tool
Replaces email threads, shared folders and payment links with one branded portal per client, which makes a small practice look established.
Editorial summary
Decision guidance
Assembly, formerly called Copilot, gives each client a branded portal for messages, file sharing, forms, contracts, invoices and payments, and knowledge-base articles, with an app store for extra features. Free for 5 active contacts. Starter $29/mo yearly ($49 monthly) for 50 active contacts. Professional (500 contacts) and Advanced (unlimited contacts) cost more; see the pricing page.
When not to use
It does not replace a CRM or proposal tool. If you mainly need proposals, contracts and invoices, HoneyBook or Bonsai may be enough.
- Strongest area: UX polish
- Watch area: Setup speed
Confidence
How sure are we?
High — 87/100
- Strong fit for the stated use case.
- Recently reviewed data increases confidence.
- Strong evidence across score areas and recent checks.
Workflow fit
Workflow placement
Capture
Capture work for Delivery & Reporting.
Deliver
Get first value in 30 min setup.
Connect
Connect with 7 integrations.
Integrations
Compatibility snapshot
Communication
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.
Productivity
GDGoogle DriveFile StorageCloud storage for sharing proposals, reports, and deliverables with clients.
Automation
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.Other
StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.
QuickBooksFinanceAccounting integration for expense tracking, invoicing, and financial reporting.APApi
StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.QuickBooksFinanceAccounting integration for expense tracking, invoicing, and financial reporting.APApiSimilar tools
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Guides
Related guides
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