Copilot (by Assembly)
The all-in-one client portal for modern service teams.
Overview
Copilot (formerly Assembly) is a user-friendly, no-code platform that enables freelancers, agencies, and startups to build customized client portals. It consolidates various client-facing tools like messaging, billing, contracts, and file sharing into a single, branded hub. The platform is designed to provide a premium, modern, and differentiated client experience.
✨ Key Features
- Customizable Client Portals
- Secure Messaging
- File Sharing
- Integrated Billing and Invoicing
- Contract Management with E-signatures
- Custom App and Partner App Embeds (e.g., Airtable, Calendly)
- Password-free Magic Link Logins
🎯 Key Differentiators
- Modern and user-friendly interface
- Ability to embed third-party apps
- Strong focus on a premium, branded client experience
Unique Value: Copilot allows service businesses to create a fully branded, all-in-one client portal without code, consolidating all client interactions into a single, modern platform.
🎯 Use Cases (5)
✅ Best For
- Creating a branded portal for client onboarding and engagement.
- Consolidating client communication, file sharing, and payments into one platform.
- Embedding other applications to create a true all-in-one client view.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who only need a simple file-sharing solution.
🏆 Alternatives
Unlike more rigid platforms, Copilot offers deep customization and the ability to embed other tools, creating a truly integrated and unique client dashboard.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Advanced tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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