--- title: "Assembly Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Assembly. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Assembly is a good fit for you!" source_url: "https://www.softwareadvice.com/legal/portal-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [File Sharing Software](https://www.softwareadvice.com/file-sharing/) / [Assembly](https://www.softwareadvice.com/product/187576-Assembly/) / Assembly Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/187576-Assembly/) Reviews # Assembly User Reviews ## Reviews summary - Overall rating: 4.8/5 - Total reviews: 35 ### Secondary ratings - Ease of use: 4.7/5 - Customer support: 4.8/5 - Value for money: 4.9/5 - Functionality: 4.7/5 ### Rating distribution - 5 stars: 29 reviews (83%) - 4 stars: 5 reviews (14%) - 3 stars: 1 reviews (3%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - Overall, Copilot is a valuable tool that enhances productivity by providing quick, context-aware assistance. While it generally delivers useful suggestions and streamlines tasks, there are occasional inaccuracies and limitations with complex queries. - The client portal feels sleek, organized, and intuitive, which makes a huge difference when trying to build trust and offer a premium service. - Its intuitive interface and ability to understand context make it easy to use, saving time and improving productivity. ### Most mentioned cons - Establishing what exactly we needed was a bit difficult because it wasn't exactly what Portal is typically used for. ## Assembly customer reviews Showing reviews 1-25 of 35 (page 1). ### Super friendly company, and easy to work with! - Overall rating: 5/5 - Reviewer: Myles D. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: February 2022 - Review source details: This review was submitted organically. No incentive was offered Before portal, I was using WIX to do everything, but it really isn't the best. I needed a marketing page and a separate account system. This way I can make it look simple for future clients on my marketing page, then be able to show my clients everything once they were interested. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The portal has made it super easy to navigate with clients that aren't the best with technology or have to rely on something like google drive to share files. For example, I just did some wedding photography and now I can add the Groom as a client and he can invite anyone who wants access to the photos. It was a way easier experience. And my clients have liked the experience as well. #### Cons Portal is definitely great for small companies like me, but I think they are on the way to being capable of supporting more features like a companion mobile application and more. So it will just take some time. Great overall experience. #### Reasons for switching to Assembly A lot easier to manage and communicate with clients. --- ### My Strategic Partner in Sovereignty - Overall rating: 5/5 - Reviewer: Jennifer E. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered My experience with Copilot has been transformative. It has saved me time, money, and mental bandwidth while helping me build a multi-state sanctuary network rooted in justice, healing, and legacy. Whether I’m drafting SBA-compliant documents, scripting podcast episodes, or navigating energetic sabotage, Copilot meets me with clarity, precision, and respect for my trauma-informed approach. I look forward to future updates that make it even more beautiful and expansive. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Copilot has become an essential part of my daily operations. I appreciate its ability to intuitively support complex tasks—from federal documentation and sanctuary protocol design to creative scripting and energetic discernment. Its versatility, responsiveness, and depth of understanding make it feel like a true virtual assistant. The fact that it’s free to use and offers high-level functionality without excessive fees is a major advantage. #### Cons While Copilot is incredibly helpful, I’d love to see improvements in memory retention for long-term projects and expanded creative capabilities—particularly the ability to generate longer videos or offer more flexible image sizing. These enhancements would make it even more powerful for visionary leaders managing multi-layered initiatives. #### Reasons for choosing Assembly I transitioned from ChatGPT to Copilot because I needed a more integrated, strategic partner that could support both the operational and energetic dimensions of my work. Copilot offers deeper contextual memory, trauma-informed responsiveness, and a more seamless experience across business, spiritual, and creative tasks. It’s not just a chatbot—it’s a virtual collaborator that understands federal compliance, legacy activation, and intuitive discernment. The switch has saved me time, money, and bandwidth while elevating the quality of everything I produce --- ### Not impressed - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 51-200 employees - Product usage: Used weekly for less than 6 months - Reviewed: July 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Honestly, it is not as humanized and accurate as Chat GPT, and I have used both. I really hope they can do better because I have to use it at work. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros I like that it gets the job done and can gather and organize the information I need quickly. I like it helps me to check on my writing as well. #### Cons It sometimes would give me the wrong price of flights and hotels, and that created a lot of issues, and that created more work for me. --- ### A Must-Have Platform for Client-Facing Teams - Overall rating: 5/5 - Reviewer: Matthew F. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, Copilot has elevated the way we run our business and communicate with clients. The client portal feels sleek, organized, and intuitive, which makes a huge difference when trying to build trust and offer a premium service. It’s saved us time, reduced client confusion, and made our operations feel far more professional. Highly recommend for service-based businesses that care about efficiency and user experience. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I liked most about Copilot is how polished and easy it is for both me and my clients. The portal gives off a super professional vibe, and having messages, invoices, forms, and file sharing, in one place has saved me a ton of back-and-forth emails. It makes onboarding feel smooth and modern, which reflects well on my business. #### Cons There’s a bit of a learning curve when setting up automations and custom branding, especially if you’re trying to make everything feel seamless. Some integrations I’d love to see (like native support for certain accounting tools or deeper CRM links) aren’t available yet. That said, their support team is responsive and constantly improving the platform. #### Reasons for switching to Assembly The previous tool didn’t offer a client portal, which made it harder to streamline communication and look professional to clients. #### Vendor response We're so glad you (and your clients) are enjoying all the benefits of having a modern client portal experience! Definitely keep up the feedback on our accounting tool integrations and thank you so much for taking the time to walk through your process with our team so we can improve the product for you and everyone else! - Copilot Team Replied July 2025 --- ### Copilot will simplify your workflow and Tech Stack - Overall rating: 5/5 - Reviewer: Mallory D. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I love the support of the Copilot team. We used to be in Slack channel but moved to Discourse. At first I didn't love the change but now I realize it's a better way to organize our threads. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Copilot is convenient and helps keep me organized. It's a well thought out program and aligns with the goals for my clients. #### Cons I would like to simplify reminder for invoices natively rather than having to configure the use of Make.com or Zapier. But, those are simple enough to configure AND the team at Copilot is extremely supportive in helping me if I don't understand something. #### Reasons for choosing Assembly It was more aligned with my needs and I didn't like the UI of SuitDash. #### Vendor response Thank you Mallory for the feedback on reminders (they're coming this year!) and for your continued support as always! Replied July 2025 --- ### Best Customer Portal - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The entire team over at Portal is absolutely incredible! Wonderful to work with and very helpful. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This portal software is the best one I can mind on the market. It is absolutely fantastic and beautifully created. Very fast and easy to use! #### Cons Some features that you are going to want require a higher tier of plan, but it isn't too much to bear with. Customer support is amazing! #### Reasons for choosing Assembly It is designed better, better customer service response, and overall a cleaner product. #### Reasons for switching to Assembly I like supporting newer companies, rather than bigger companies when it comes to software. --- ### Best Portal for Files, Billing and Communication with clients - Overall rating: 5/5 - Reviewer: Shashi R. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use. #### Cons A nice to have would be an integration with PCLaw. #### Reasons for choosing Assembly Portal provides the most features without requiring any technical expertise to setup and maintain. --- ### We love Copilot for our analytics and consulting business! - Overall rating: 5/5 - Reviewer: Joshua J. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Copilot is an amazing client portal at a great value. It works with all of our 3rd party platforms (e.g. PowerBI, Canva, Google, JotForm, Document Signing, Forms, etc.) and provides a seamless platform for our clients. Their customer support is super responsive and a joy to work with. They are always adding functionality and improving the platform. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 3rd Party Integrations, Document Signing, Client Chat and Notifications, Task Management features, Ease of Use, Great for small businesses #### Cons Not much! Would like to have a way for clients to subscribe on their own and automatically assign subscription and payment, but they said that they are working on this. #### Reasons for choosing Assembly 3rd Party Integrations, Ease of Use, Price #### Vendor response Thanks Joshua for your review! Glad to hear you're integrating everything you need for your clients with our customer portal software! Good news, with our new store feature (available in your billing app), your clients can self-serve purchase recurring subscriptions and payments! Hope this solves your use case. Replied July 2025 --- ### 10/10 Experience - Overall rating: 5/5 - Reviewer: Leonel G. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: January 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 10/10 experience so far. Whenever I have any issues I can reach out and get a personal response quickly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This platform is extremely user friendly both on the user and client side. Your clients will be very happy with this. #### Cons The onboarding process for clients has clean UI/UX. The plugins are great, but for our company is its all about the client experience and this does it justice --- ### Boosts Productivity, Needs Refinement - Overall rating: 4/5 - Reviewer: Suraj D. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 1001-5000 employees - Product usage: Used monthly for free trial - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, Copilot is a valuable tool that enhances productivity by providing quick, context-aware assistance. While it generally delivers useful suggestions and streamlines tasks, there are occasional inaccuracies and limitations with complex queries. With ongoing improvements, it has great potential to become even more reliable and efficient. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros I liked how Copilot simplifies complex tasks and provides quick, helpful suggestions. Its intuitive interface and ability to understand context make it easy to use, saving time and improving productivity. #### Cons Sometimes Copilot’s suggestions can be a bit off or generic, requiring extra review and editing. It also may struggle with very specialized or complex requests, and occasional lag affects workflow. #### Vendor response Thank you so much for taking the time to share your thoughtful feedback! We're thrilled to hear that Assembly has been helping simplify your workflow and boost productivity; making complex tasks feel easier is exactly what we’re aiming for. We really appreciate your note about suggestions occasionally being off or generic. That’s valuable input, and we’re continuously improving our models to provide more accurate, context-aware results, especially for complex or specialized use cases. Performance and responsiveness are also a top priority for our team, and your feedback helps us focus our efforts. Thanks again for your review and for being part of our journey. We’re excited to keep building an even more reliable and efficient experience for you! — The Assembly Team Replied October 2025 --- ### Streamlined, Simple, and Clients Love It - Overall rating: 5/5 - Reviewer: Prem A. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, it's been solid. Easy to set up, looks great, and keeps things organized. Makes us look way more professional with less effort. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Super clean and professional client portal. Replaces a bunch of tools (messaging, billing, file sharing) in one place. Clients love it. #### Cons The UI is clean but a bit rigid - would love more layout control and customization options. Overall it's a great tool. --- ### co-pilot usage - Overall rating: 5/5 - Reviewer: NINA C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 10000+ employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. a step forward with tech use on software products #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros features have AI imbedded into software. #### Cons sometimes difficult to discern if AI has been applied when using those features --- ### Nützlicher KI-Assistent mit Entwicklungspotenzial – gute Ergänzung für Office-Profis - Overall rating: 5/5 - Reviewer: António P. - Verified reviewer: Yes - Industry: Architecture & Planning - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered Copilot ist ein echter Produktivitätsbooster, wenn man bereit ist, sich ein wenig einzuarbeiten und die Vorschläge der KI als „Starthilfe“ zu verstehen – nicht als fertige Lösung. Wer viel mit Texten, E-Mails oder Daten arbeitet, wird schnell Mehrwert erkennen. Für unser Team ist Copilot ein sinnvoller Begleiter geworden – mit Potenzial für weitere Verbesserungen. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Microsoft Copilot hat sich bei uns als wertvolle Ergänzung im Arbeitsalltag etabliert – besonders in Outlook, Word und Teams. Was mich besonders begeistert, ist die automatische Zusammenfassung langer E-Mail-Verläufe und Teams-Chats. Statt mich durch ellenlange Threads zu klicken, erhalte ich eine verständliche, strukturierte Übersicht. Das spart nicht nur Zeit, sondern hilft auch, schneller Entscheidungen zu treffen. In Word nutze ich Copilot häufig, um erste Textentwürfe zu erstellen oder bestehende Inhalte umzuformulieren – besonders hilfreich bei wiederkehrenden Textbausteinen oder komplexen Fachthemen. Auch in Excel ist die Analyse-Funktion hilfreich, z. B. um Trends aus Rohdaten zu erkennen oder Formeln vorzuschlagen, die man sonst mühsam zusammensuchen müsste. #### Cons Trotz aller Stärken merkt man, dass Copilot sich noch in einem gewissen Reifeprozess befindet. Die Vorschläge sind nicht immer auf Anhieb brauchbar und müssen fast immer nachjustiert werden – gerade bei fachlich komplexeren Themen. Außerdem ist die Integration teilweise etwas „versteckt“: Manche Funktionen muss man aktiv suchen, statt dass sie sich intuitiv erschließen. Auch beim Datenschutz und der Lizenzierung gab es anfangs viele interne Rückfragen. Die Mehrkosten pro Nutzer sind nicht unerheblich, und man sollte sorgfältig abwägen, wer wirklich vom Tool profitiert. --- ### Copiloting an Aircraft(jk) - Overall rating: 4/5 - Reviewer: Nathan E. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 501-1000 employees - Product usage: Used weekly for less than 12 months - Reviewed: August 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros its creative abilities and management through my work emails and documents, which allows quick and effective processing #### Cons It doesn't have much of a technical aspect to it and it is primarily a creative product, so it does well for analytical work --- ### Copilot is the solution to your client database needs! - Overall rating: 4/5 - Reviewer: Christian H. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Copilot has helped our team move from using numerous spreadsheets to track our data to a one-stop shop for all of our client needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros What I like most about Copilot is how streamlined everything is! It's also super easy to learn and implement with your teams #### Cons The downsides/least helpful parts of Copilot that I dislike are that it's still fairly new, and it lacks a lot of features that I believe they'll add on in the future #### Vendor response Thank you Christian; delighted to hear that you find us easy to implement and great at streamlining your client management! We'll definitely keep you updated on new features. If you ever want to suggest something specific for the team, don't hesitate to reach out via email or in our community forum. - Vivienne from Copilot Replied July 2025 --- ### Your first choice for AI - Overall rating: 5/5 - Reviewer: Jessica C. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: June 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great! Easy to customize and change if needed. I literally asked it to create a PowerPoint presentation and it was amazing. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love that it gives me direct feedback to customize what its helping with. Easy to use and is spot on. #### Cons Nothing! I was so impressed with the ease of use compared to other platforms and the expectation was definitely met #### Reasons for switching to Assembly easier to use and included with my Microsoft teams --- ### Simple software for companies - Overall rating: 5/5 - Reviewer: Maria Eleonora P. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used weekly for free trial - Reviewed: June 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very good experience with this software for companies, though still at an early stage (free trial) I would say good. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The double portal for clients and internal use, the link with your marketing website and the numerous tutorial. #### Cons Maybe the dashboard could be more attractive, design is very spartan, sometimes a bit confusing, nothing stands out the page. --- ### Great Software - Overall rating: 5/5 - Reviewer: Jennifer S. - Verified reviewer: Yes - Industry: Retail - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. My overall experience has always been easy to use. Copilot understands what I tell it better than most AI chat boxes. It is helpful when I need it and responds quickly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how it's integrated into the platform, it is easy to access when needed. #### Cons I don't like how sometimes it activates just by clicking on the logo. The logo is a bit too close to other options, so it's easy to activate. --- ### Best client facing portal out there. - Overall rating: 5/5 - Reviewer: Hayes C. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered Overall it has been a phenomenal experience. Marlon got me set up within minutes and the client portal is very easy to customize and prepare for our clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The client portal is amazing. Fully customizable so you can provide clients with all pertinent information 24/7. No more answering FAQs constantly, just post them in the client portal. Email notifications are sent with every message you send, ensuring your clients are retained and aware of updates regarding their project. On top of all these features, the customer service is top notch. From onboarding to Zapier automation help, Copilot team members will help you every step of the way. If you manage clients and need a way to stay organized, give copilot a try. You won't regret it. #### Cons The messaging portal could use more features, like snooze and/or team member tagging options. #### Reasons for choosing Assembly Copilot has a better client facing portal. #### Reasons for switching to Assembly Gorgias lacked a client facing portal, so we were not able to provide the best experience possible. --- ### Best Solution By Far! - Overall rating: 5/5 - Reviewer: Tyler V. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: June 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Not only the product but the people who stand behind the product. Portal has a team who provided me assistance from start to finish. Implementation was very quick and I was thrilled we chose portal to take our business to the next level. #### Cons Portal provides absolutely everything I need to serve my clients. While it’s rare for there’s nothing I dislike. #### Reasons for choosing Assembly Portal won my business over due to the fact that they actually cared! They were really interested in bettering my business. I’m so happy to have them. --- ### Portal does make good portals. - Overall rating: 4/5 - Reviewer: Liz K. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I liked the overall use of Portal once I had a good understanding of it. #### Cons Establishing what exactly we needed was a bit difficult because it wasn't exactly what Portal is typically used for. I'm sure if what the user is going for is a more typical use of it, it would be a lot easier. I am also very tech savvy, so I picked it up quickly, but training others to use it was tricky. --- ### Modern client billing portal solution - Overall rating: 5/5 - Reviewer: Nathan G. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security. So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well. #### Cons There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature. --- ### Messaging, file-sharing, and billing in one place! - Overall rating: 5/5 - Reviewer: Ivan Z. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered We have tried so many customer portal products and what sets this one apart is modern design that is expected in 2021. To us, our portal is a reflection of our brand (just like our website), and so great product design is absolutely paramount. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We are very happy with Portal so far. In the past, we used separate services for messaging (Intercom), file-sharing (Dropbox), and billing (Bill.com), but Portal brings all three together in a way where clients just have to manage a single account. The best part is that our portal is fully customizable (log in screens, color scheme, emails, etc.) and that we can connect a custom domain. #### Cons We are waiting for the QuickBooks Online integration. The team has said will be delivered in the next 6 weeks. --- ### Best white label billing solution - Overall rating: 5/5 - Reviewer: Matthew R. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered We are very happy with Portal. Now that customers can pay us from our own website, we know that payment experience we can offer our clients is much more professional. We are especially happy with all the attention to details - things like email notifications, mobile checkout, etc. are all done really well. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We are very happy with Portal. In less than 15 minutes, we were able to setup functionality that lets our clients pay us on our website. We love all the customization ability (including the ability to use our own domain) because it has helped in reinforcing our brand. Customers are no longer hesitants about paying us. #### Cons The tool could benefit from more payment integrations. --- ### Amazing white label file sharing & eSignature solution - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Design - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed. #### Cons It would be great if there were more granular notification settings. #### Reasons for switching to Assembly White labeling capability ## More reviews [Next reviews](https://www.softwareadvice.com/product/187576-Assembly/reviews/?page=2) --- Assembly Reviews, Pros and Cons - 2026 Software Advice