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Assembly
Branded client portal and CRM for service firms with messaging, files, e-signature and payments, plus an AI app builder and client AI assistant.
| What the AI does | AI app builder for custom portal apps; Client AI assistant template that answers client questions from the firm's docs; AI model selection (Professional plan) |
|---|---|
| Who it serves | All practices |
| Starting price | Free plan; Starter $29/mo (annual billing); Professional $99/mo; Advanced $499/mo |
| Pricing model | Freemium subscription |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm |
| Category | Client Communication, Portals & AI Receptionists |
| Works with | QuickBooks, Xero |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Assembly is listed as a fit for solo practitioners and small firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place.
What it costs
Assembly has a free plan to start: Free plan; Starter $29/mo (annual billing); Professional $99/mo; Advanced $499/mo.
Good to know
Assembly, formerly Copilot, is a branded client portal and CRM on your own domain where clients message, share files, sign and pay, with 30-plus ready-made apps for intake, onboarding, proposals and document collection, a live accounting client-portal edition and QuickBooks and Xero invoice sync. The AI app builder makes custom portal apps from a description, and the Client AI assistant template answers client questions from your documents. There's a free plan for five active contacts; Starter is $29/mo on annual billing with an MCP connector, Professional $99/mo adds a custom domain, API, automation builder and AI model selection, and Advanced $499/mo adds audit logs, enforced MFA and a HIPAA BAA. SOC 2 Type II is posted.
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