Copilot is rebranding to Assembly. More details to come.

    You get

    • icon
      Client Portal
      Deliver a branded client experience
    • icon
      Client management
      CRM and billing tools
    • icon
      An extendable platform
      Integrate with any software

    You can

    • Automate client onboarding
    • Sign and send contracts
    • Sell productized services
    • Invoice and get paid
    • Share secure files
    • Improve client communication

    Industries

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      Accounting & Bookkeeping
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      Marketing Agencies
    • icon
      Consulting Firms
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      Law Firms
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      Real Estate
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      Technology
    • icon
      Blog
    • icon
      Help Guides
    • icon
      What’s New
    • icon
      Find an Expert
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      Security

      Meet Assembly: The AI-powered Platform for Professional Service Firms

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  • Customers
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  • Products
      You get
      • msg-icon
        Client Portal
        Deliver a branded client experience
      • msg-icon
        Client management
        CRM and billing tools
      • msg-icon
        An extendable platform
        Integrate with any software
      You can
      • Automate client onboarding
      • Sign and send contracts
      • Sell productized services
      • Invoice and get paid
      • Share secure files
      • Improve client communication
  • Solutions
      Industries
      • msg-icon
        Accounting & Bookkeeping
      • msg-icon
        Marketing Agencies
      • msg-icon
        Consulting Firms
      • msg-icon
        Law Firms
      • msg-icon
        Real Estate
      • msg-icon
        Technology
  • Resources
      • msg-icon
        Blog
      • msg-icon
        Help Guides
      • msg-icon
        What’s New
      • msg-icon
        Find an Expert
      • msg-icon
        Security

        Meet Assembly: The AI-powered Platform for Professional Service Firms

        hightLight-image
        Read
  • Customers
  • Pricing
  • Book demo
  • Log in
  • Start Trial
  • Log in
  • Start Trial

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The new standard for modern services business.

    Features

  • Client PortalMessagesInvoicingContractsTasksFilesFormsStores

    Platform

  • Developer HomeCustom AppsAPI ReferenceAssembly on ZapierAseembly on Make

    Company

  • BrandPricingTermsPrivacy

    Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw Firms

    Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault

    Contract Templates

  • Marketing Contract TemplatesAccounting Contract TemplatesSocial Media Contract TemplatesClient Onboarding Templates

    Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates Program

    Blog

  • How to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How it Works

    Features

  • Client PortalMessagesInvoicingContractsTasksFilesFormsStores

    Platform

  • Developer HomeCustom AppsAPI ReferenceAssembly on ZapierAseembly on Make

    Company

  • BrandPricingTermsPrivacy

    Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw Firms

    Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault

    Contract Templates

  • Marketing Contract TemplatesAccounting Contract TemplatesSocial Media Contract TemplatesClient Onboarding Templates

    Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates Program

    Blog

  • How to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How it Works