Assembly
Assembly is a modern CRM and client portal platform for professional service businesses, helping manage clients, share files, collect payments, and more. Formerly known as Copilot.
About Assembly
Assembly is a modern CRM and client portal platform for professional service businesses, helping manage clients, share files, collect payments, and more. Formerly known as Copilot.
Products
Assembly's no-code client portal platform with powerful workflow automations, custom business software, and 100+ integrations to power secure client experiences.
What customers say
“With Assembly’s file-sharing feature I’ve been able to save 10 hours each week — it feels amazing being able to leave work early without worrying about pending tasks.”
“Before using Assembly’s portal system we struggled with scattered communications and delayed payments. Now everything is centralized making life much easier.”
Capital One Luxury Travel uses Assembly for a branded hotel-partner portal covering onboarding, training, documents, and communications. Assembly reports growth to more than 1,100 partners and an onboarding reduction…
Case studyJungle Luxe uses Assembly to organize property-owner documents, messages, and self-service resources. In Assembly's case study, its founder reports that owner inquiries fell by at least 50%, reducing administrative…
Case studyHeritage Law Partners built an Assembly portal for estate-planning documents, client information, and attorney communications, integrating scheduling and intake tools. Assembly reports improved client satisfaction and…
Case study
Security and compliance
As reported by Assembly. Ask for audit reports before you buy.
- SOC 2 Type IICompliant
- CCPA/CPRACompliant
- GDPRCompliant
- Encryption at rest
- Encryption in transit
- Third-party penetration testing
- Production data use restricted
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