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.

Your clients shouldn't need five logins to work with you. Assembly gives them one polished portal for everything—messages, payments, files, tasks, and more. Assembly 2.0 adds a new client home page editor with variants, folders that let you organize apps on your sidebar, recurring automations, a desktop app with real notifications, and more. Less admin, more time for actual client work. Built for creative and professional service firms.