Assembly 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Assembly

4.8

(35)

Pricing

Starting at $39.00 per month

About Assembly

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients.

Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.

Assembly Screenshots

Assembly Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Starter

$39.00

flat rate, per month

No plan information available

Professional

$149.00

flat rate, per month

No plan information available

Advanced

$399.00

flat rate, per month

No plan information available

Confused about pricing? We've got you covered.

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Assembly Features

Popular features found in File Sharing
Access Controls/Permissions
Alerts/Notifications
Content Management
Document Storage
Drag & Drop
Encryption
Mobile Access
Real Time Synchronization
Search/Filter
User Management
Version Control
More features of Assembly
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
API
Appointment Management
Authentication
Automatic Backup
Billing & Invoicing
Billing Portal
Calendar Management
Case Notes
Catalog Management
Chat/Messaging
Checklists
Client Database
Client Management
Client Portal
Client Tracking
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Contract Drafting
Contract/License Management
Credit Card Processing
CRM
Customer Engagement
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Templates
Dashboard
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Security
Deadline Management
Digital Signature
Document Generation
Document Management
Document Review
Document Templates
Due Date Tracking
Electronic Forms
Electronic Payments
Electronic Signature
Email Management
Employee Portal
Expense Tracking
File Management
File Sharing
File Transfer
For Accountants
For CPA Firms
Form Builder
Forms Creation & Design
Forms Management
Full Text Search
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Kanban Board
Knowledge Base Management
Live Chat
Messaging
Mobile Payments
Multi-Currency
Multi-Language
Onboarding
Online Invoicing
Online Payments
Payment Processing
Pre-built Templates
Process/Workflow Automation
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Purchase Order Management
Quotes/Estimates
Real-Time Chat
Real-Time Notifications
Recurring/Subscription Billing
Recurring Tasks
Reminders
Resource Management
Role-Based Permissions
Secure Data Storage
Self Service Portal
Self Service Tools
Single Sign On
Spreadsheet View
SSL Security
Sub-Task Management
Surveys & Feedback
Tagging
Task Board View
Task Editing
Task Management
Task Progress Tracking
Task Scheduling
Team Collaboration
Template Management
Templates
Text Editing
Third-Party Integrations
Timer
To-Do List
Two-Factor Authentication
Unified Directory
Web Forms
Workflow Management

Assembly Integrations

Calendly

Stripe

Airtable

Databox

Jotform

Typeform

See all 12 integrations

Assembly User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

14%

Secondary Ratings

Ease of Use

4.7

Value for money

4.9

Customer support

4.8

Functionality

4.7

Have you used Assembly and would like to share your experience with others?

Nathan E.

Verified reviewer

Hospital & Health Care

501-1000 employees

Used weekly for less than 12 months

Review source

Reviewed August 2025

Copiloting an Aircraft(jk)

Ratings Breakdown

Ease of use

Functionality

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

Jennifer E.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used daily for less than 2 years

Review source

Reviewed September 2025

My Strategic Partner in Sovereignty

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

Value for money

Customer support

Functionality

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

Leonel G.

Verified reviewer

Marketing and Advertising

2-10 employees

Used monthly for less than 2 years

Reviewed January 2026

10/10 Experience

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

Value for money

Customer support

Functionality

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

Verified

Reviewer

Mental Health Care

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed July 2025

Not impressed

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

Functionality

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.

Matthew F.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed July 2025

A Must-Have Platform for Client-Facing Teams

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

Value for money

Customer support

Functionality

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

Mallory D.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 2 years

Reviewed July 2025

Copilot will simplify your workflow and Tech Stack

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

Value for money

Customer support

Functionality

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

Jessica C.

Verified reviewer

Hospital & Health Care

11-50 employees

Used daily for free trial

Review source

Reviewed June 2025

Your first choice for AI

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

Value for money

Customer support

Functionality

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

Joshua J.

Verified reviewer

Management Consulting

2-10 employees

Used daily for less than 2 years

Reviewed July 2025

We love Copilot for our analytics and consulting business!

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

Value for money

Customer support

Functionality

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

Christian H.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 6 months

Reviewed July 2025

Copilot is the solution to your client database needs!

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

Value for money

Customer support

Functionality

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

Suraj D.

Verified reviewer

Logistics and Supply Chain

1001-5000 employees

Used monthly for free trial

Review source

Reviewed September 2025

Boosts Productivity, Needs Refinement

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

Value for money

Customer support

Functionality

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

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