Assembly (formerly Copilot)
One of the more polished client portal products on the market, but it renamed itself mid-2025 and pricing pages are inconsistent across review sites, so check current plan names and pricing on its own site.
What it does
Assembly (the product previously marketed as Copilot, at copilot.app/copilot.com, which now redirects here) is a branded client portal and lightweight app builder for professional service firms. It centralizes messaging, file sharing, contracts, invoicing, and forms into one client-facing workspace, and lets agencies use AI-assisted templates to build custom client apps instead of relying on rigid pre-built modules. Pricing runs Free ($0), Starter ($29/mo), Professional ($90/mo), and Advanced/Enterprise tiers with custom pricing; full white-labeling (removing the Assembly badge) has historically required a higher-tier plan.
Who this helps
You run a professional service firm or agency.
You want a branded portal where clients message you and share files.
You want contracts, invoicing, and forms in the same client workspace.
You want to build custom client apps from AI-assisted templates.
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