Overview
Assembly is a client portal platform for professional service firms, operated by Copilot Platforms Inc. and headquartered in New York[13]. The company was founded in 2020 by Marlon Misra and Neil Raina; it launched as Portal (JoinPortal.com) in 2020, adopted the name Copilot in 2021 and rebranded as Assembly in 2025[13]. The company states SOC 2, HIPAA and GDPR compliance and offers an API, an MCP server for AI assistants, Zapier and Make support, and an app marketplace[13].
Each plan bundles a CRM, the client-facing experience, messaging and a team inbox, billing and payments, and an app builder that uses monthly build credits; the free plan covers five active contacts, one internal user and three apps[12]. Active contacts are the client records that can sign into the portal, and internal users are counted separately[12]. Custom domains, API access and removal of the Assembly badge start on Professional, while audit logs, client access permissions, enforced MFA and a HIPAA business associate agreement start on Advanced[12]. Limitations: active-contact caps on the lower tiers make it costly for firms with many occasional clients, and payment-processing fees apply when clients pay through the portal[12].
Assembly features
- Branded client portal with messaging and team inbox
- Built-in CRM and client billing
- AI app builder using monthly build credits
- 30+ pre-made apps
- Custom domains from Professional plan
- HIPAA BAA on Advanced plan
Assembly pricing
Free: 5 active contacts, 1 internal user. Starter US$29/month billed annually (US$49 monthly), 50 contacts. Higher tiers (Professional, Advanced, Enterprise) are listed on the vendor's pricing page; check current rates there. Extra build credits US$0.60 each; extra apps US$5/month.
Assembly strengths and limitations
Strengths
- Free plan with real client logins
- Combines portal, CRM, messaging and payments
- Stated SOC 2 and HIPAA compliance
- Published prices and add-on rates
Limitations
- Active-contact limits on Free, Starter and Professional
- Payment-processing fees on client payments
- Advanced plan is a large step up from Professional
- Name changes can confuse searches for documentation
Appears in
- Best Customer Portal Software in 2026 #6
- Top 39 Digital Marketing Agencies in the World: 2026 Edition #21
Assembly alternatives and competitors
Alternatives to Assembly: companies ranked in the same lists.
- Salesforce Sales Cloud
We Are Social
iProspect- EY
DEPT
diva-e- Hakuhodo DY ONE
Dentsu Digital
Artefact- Flywheel
Jellyfish
Cosmo5 (Labelium)
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