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Assembly

Branded customer portals & AI-powered CRM

Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.

Top comment

@garrytan TY for hunting us!

Hi everyone — Marlon here, cofounder at Assembly. We’re re-introducing ourselves as Assembly (formerly Copilot) and launching an AI Assistant tailor-made for professional service firms.

🫠 The Problem

Clients don’t see your “stack.” They see chaos: email threads, shared drives, e-sign links, invoice pdfs, scattered chats, and clunky PM boards. Slow replies, missing context, dropped balls. We started Assembly after being that frustrated client. And here’s the shift: your firm needs to act like a software company. AI and DIY tools are going straight to the customer and they are polished. To stay ahead, you need a polished client experience and internal systems that let you automate away the things that don't matter.

What is Assembly

- For your clients: a clean, branded portal that brings everything together — tasks, payments, messages, file-sharing, contracts, and forms — in one place.

- For your team: a simple CRM + AI Assistant that knows the full client context (history, notes, custom fields, forms, invoices, etc. ) and can take action — draft replies, summarize threads, create tasks, prep invoices, and more.

- For builders: an open platform. Embed tools you already use (Airtable, Calendly, ClickUp, etc.), connect Zapier/Make/webhooks, or build Custom Apps for your exact workflow.

🚀 How to get started

Assembly.com/signup. We’ve got a 14-day free trial and you can use code PH100 for $100 off the total of any paid plan. We’d love your feedback — my team and I will be here all day answering questions.