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.
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.
I'm a Business Broker and CRE Consultant and have been struggling to find a comprehensive, secure and user friendly client portal platform to insure seamless collaboration with my clients and effectively manage my documents, confidential information and create a secure "data room" feel for 3rd party access. Then I discovered Assembly...it met all my client service standards and expectations. Even my non-tech clients have raved about how easy it is to communicate and collaborate with me. My client relationships have reached new professional standards and I'm getting 3x's more client referrals to my business services. Assembly has become my one-card tech stack for my consulting business!
As a solo bookkeeper, I am a big fan of Assembly. Admittedly I left for a few months for Karbon. But quickly came back to Assembly. (big mistake)
I am interested in ai and all cool new shiny things as much as the next guy but I am not interested in piecemealing a virtual Rube Goldberg machine out of dozens of SAAS tool duct taped together when the 'optimal tools' and strats touted today are sunset just as soon as they come.
For my use, Assembly breaks through that noise and allows me to operate with a minimal stack. Like Marlon mentioned, the customer doesn't see your stack; though, they do feel the experience.
I appreciate the simple and easy to use approach here. Assembly is foundational. I have confidence that Assembly is an evergreen platform that I can set-up and use for years to come.
I’ve been using Assembly for a few weeks and it’s completely transformed how I manage my clients.
Having a branded portal where they can message me, upload files and pay invoices in one place is a game changer.
The AI features save me hours by summarizing conversations and creating tasks automatically.
Integrations with my existing tools like Airtable and Calendly work flawlessly.
If you’re running a service business, I can’t recommend Assembly enough – it feels like having an extra team member!
Just checked out Assembly, looks like a powerful tool for team collaboration and managing feedback efficiently. The UI is clean, and the idea submission feature really stands out. Excited to explore more
🎉 Big congrats to the Assembly team on the launch!
I really like how Assembly gives clients a seamless, branded experience — from messaging to payments — all in one place. We're a partner of Assembly and loved working with the team. Super thoughtful, fast-moving, and committed to building something exceptional!
Great product and really has good features. I’m going to include in my tech stack
Congrats on the launch, Marlon! Assembly looks like a game-changer for streamlining client experience and internal workflows. Excited to see how teams put this to use!
Great idea! The AI-powered CRM and client portal look very helpful for better customer experience .
We've partnered with Assembly since 2023 contributing to different apps on their platform. The team is super nice, innovative and committed to streamline operations for businesses. Kudos and a huge congratulations!
Wow! What gorgeous design! I love everything about this product and impressed with the AI capabilities.
Hell yeah! Been using Assembly (Copilot) for over a year and these guys have NAILED it! Excited to see where the team takes it 🚀 congrats guys
@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.