What is copilot.app?
Assembly provides a unified platform for modern service providers to manage client relationships and operations efficiently. The platform offers a branded client portal where businesses can deliver premium experiences across desktop and mobile devices, giving clients secure access to communications, contracts, tasks, files, forms, and other resources.
The system includes built-in CRM capabilities for managing clients and companies, with custom fields to track important information and internal notes. Assembly enables businesses to automate client onboarding, sign and send contracts, sell productized services, invoice and get paid, share secure files, and improve client communication through integrated messaging and team inbox features.
Features
- Client Portal: Deliver branded client experiences with secure access to communications, contracts, tasks, files, forms, and embeds
- Client Management: Built-in CRM with custom fields for tracking client relationships and internal notes
- Automation Builder: Create automated workflows for client onboarding and other processes with task-based execution
- Billing Tools: Send invoices, create subscriptions, generate pay links, and manage payments
- Contract Management: Create, send, and sign proposals and contracts directly through the platform
- File Sharing: Secure file-sharing capabilities with intake forms for client document collection
- Integration Platform: Extend functionality with API access, Zapier and Make integrations, and custom app development
- Task Management: Built-in project and task management tools for client work coordination
Use Cases
- Automating client onboarding processes for service businesses
- Managing client relationships and communications through a centralized portal
- Streamlining billing and invoicing for service providers
- Creating and managing contracts and proposals for client engagements
- Sharing secure files and documents with clients
- Building productized service offerings for consistent delivery
- Integrating multiple business tools into a unified client experience
- Providing white-labeled client portals for professional service firms
FAQs
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What types of businesses is Assembly best for?
Assembly is built for modern service providers, from solo entrepreneurs to 100-person firms, spanning technology, marketing, financial services, consulting, legal, e-commerce, and creative services. If you serve clients and want to streamline your operations, Assembly has you covered. -
How long does it take to get started with Assembly?
Small businesses can get started right away — create your workspace, add your clients, and start sending invoices, forms, and contracts in minutes. Most teams are fully operational within an hour. For larger organizations, our success team offers comprehensive support, including remote and in-person training, to ensure a smooth setup and onboarding process. -
How secure is Assembly?
We uphold enterprise-grade security standards, including SOC2 and HIPAA compliance. We also employ robust encryption and continuous monitoring to ensure your data stays safe. For the full details, visit our Security Center. -
Should I choose Assembly or build a custom solution?
Assembly is built to work seamlessly with your custom needs. With our API, SDK, and developer ecosystem, you can easily integrate and extend the platform to fit your workflows. For custom apps, you have three options: you can build them yourself using our tools, our team can build them for you, or a certified partner from our network can handle the development. -
What happens after my trial ends?
If your free trial expires and you haven't picked a plan, your workspace will be locked. You'll be prompted to choose a plan upon login, and if you don't do so within 30 days, your account may be deleted.
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copilot.app Uptime Monitor
Average Uptime
100%
Average Response Time
594.57 ms
