# Alternatives to Assembly

Assembly (formerly Copilot) is an AI-powered, white-label client portal platform for service businesses, unifying messaging, billing, files, contracts, and embedded apps.

Assembly ranks #4 of 8 in Client portal software, with an Alt Score of 89. It is sold by subscription from $39/month (billed annually; $59/month billed monthly, Starter plan) and available on Web, Windows and macOS. 13 of 13 checklist rows are verified against a public source.

Source: https://altcatalog.com/alternatives/assembly/
Category: Client portal software

## Where Assembly stands out

- **Invoicing & payments** — 3 of 8 apps with a verified answer have this
- **Custom domain** — 4 of 8 apps with a verified answer have this

## Overview

- **Who it's for**: Service-based businesses — accounting and bookkeeping firms, marketing agencies, consulting firms, law firms, real estate teams, and startups — that want to give clients a single branded hub instead of juggling email, file-sharing tools, and separate billing software.
- **What you get**: A white-labeled client portal covering messaging, invoicing and subscriptions, contracts with e-signatures, task management, secure file sharing, custom intake forms, a built-in CRM, and an embeddable App Store, all deliverable on a custom domain with role-based access controls.
- **How it works**: You set up client and company records in the built-in CRM, then invite clients into a passwordless, branded portal (magic links or Google SSO) where they can message your team, sign contracts, pay invoices, upload files, and complete forms; you extend the portal further with embedded third-party tools, Zapier/Make automations, or custom apps built on the API. Note: this product was formerly called 'Copilot' and rebranded to 'Assembly' in 2025-2026; its official site moved from copilot.com (now owned by Microsoft) to assembly.com.

## Profile

- **License**: ?
- **Pricing model**: Subscription (verified 2026-07-17)
- **Starts at**: $39/month (billed annually; $59/month billed monthly, Starter plan) (verified 2026-07-17)
- **Platforms**: Web, Windows, macOS
- **Status**: active (verified 2026-07-17)

## Ranked alternatives

| # | App | Alt Score | Licence | Platforms |
|---|-----|-----------|---------|-----------|
| 1 | [Clinked](https://altcatalog.com/alternatives/clinked.md) | 93 | Proprietary | Web, iOS, Android |
| 2 | [FuseBase](https://altcatalog.com/alternatives/fusebase.md) | 93 | Proprietary | Web, Windows, macOS, iOS |
| 3 | [SuiteDash](https://altcatalog.com/alternatives/suitedash.md) | 93 | Proprietary | Web |
| 4 | [Clientjoy](https://altcatalog.com/alternatives/clientjoy.md) | 86 | Proprietary | Web, iOS, Android |
| 5 | [Moxo](https://altcatalog.com/alternatives/moxo.md) | 86 | Proprietary | Web, iOS, Android |
| 6 | [Onehub](https://altcatalog.com/alternatives/onehub.md) | 86 | Proprietary | Web, iOS |
| 7 | [Huddle](https://altcatalog.com/alternatives/huddle.md) | 59 | Proprietary | Web, iOS, Android |

Alt Score = Verified coverage (90%) + Visibility (10%). See https://altcatalog.com/how-alt-score-works/

## Feature comparison

Legend: Yes / No / Partial / ? (not verified).

| Client portal software checklist | Assembly | Clinked | FuseBase | SuiteDash | Clientjoy | Moxo |
|---|---|---|---|---|---|---|
| Pricing model | Subscription | Subscription | Freemium | Subscription | Subscription | Freemium |
| Starts at | $39/month (billed annually; $59/month billed monthly, Starter plan) | $11/user/month | $39/month | $19/month | $44/month (billed annually) | $99/mo |
| License | ? | Proprietary | Proprietary | Proprietary | Proprietary | Proprietary |
| Platforms | Web, Windows, macOS | Web, iOS, Android | Web, Windows, macOS, iOS, Android | Web | Web, iOS, Android | Web, iOS, Android |
| White-label branding | Partial | Yes | Yes | Yes | Yes | Yes |
| Custom domain | Yes | Yes | Yes | Partial | Partial | Partial |
| Client messaging / chat | Yes | Yes | Yes | Yes | Partial | Partial |
| File sharing & storage | Yes | Yes | Yes | Yes | Yes | Yes |
| Task / project management | Yes | Yes | Yes | Yes | Partial | Yes |
| Invoicing & payments | Yes | No | Partial | Yes | Yes | Partial |
| E-signatures / forms | Yes | Yes | Yes | Yes | Yes | Yes |
| Client-facing dashboards | Partial | Yes | Partial | Yes | Yes | Yes |
| Role-based permissions | Yes | Yes | Yes | Yes | Partial | Yes |
| Embedded apps / modules | Yes | Yes | Yes | Yes | Yes | Partial |
| Mobile app | Partial | Yes | Yes | Partial | Yes | Yes |
| API / integrations | Yes | Yes | Yes | Yes | Yes | Yes |
| Free trial | Yes | Yes | Yes | Yes | Yes | Yes |

## Sources

Sources for Assembly. Each alternative is sourced on its own page.

- **Pricing model**: Subscription — <https://assembly.com/pricing> (verified 2026-07-17)
  - Quote: “Find a plan that works for your business. Try for free for 14 days, no credit card required. Yearly Monthly Starter... Starting at $39 /month”
- **Status**: active — <https://assembly.com/updates> (verified 2026-07-17)
  - Note: Updates page shows continuous shipped changes through the current date; company also actively hiring (assembly.com/jobs).
  - Quote: “July 17, 2026 Connect Assembly to ChatGPT & Claude Introducing the Assembly MCP: You can now connect Assembly to AI tools like ChatGPT and Claude!”
- **Starts at**: $39/month (billed annually; $59/month billed monthly, Starter plan) — <https://assembly.com/pricing> (verified 2026-07-17)
  - Note: Page JSON pricing data shows Starter monthlyPrice=59, annualPrice=39; the displayed default price is the annual-billing rate.
  - Quote: “Starter All the basics Starting at $ 39 /month”
- **Platforms**: Web, Windows, macOS — <https://assembly.com/download> (verified 2026-07-17)
  - Note: Client portal itself is browser-based (an 'online hub' per assembly.com/client-portal FAQ); Windows/Mac desktop apps are an optional add-on for internal team members.
  - Quote: “Install the Assembly desktop app for you and your internal team to manage clients and never miss a notification. Download Assembly for Windows... Download Assembly for Mac”
- **White-label branding**: Partial — <https://assembly.com/pricing> (verified 2026-07-17)
  - Note: Basic theme/brand customization is available on all tiers, but removing the 'Powered by Assembly' badge (true full white-label) requires the Advanced plan ($399/mo).
  - Quote: “Full white-labeling Removes the 'Powered by Assembly' badge on client portal sign-in pages, email notifications, and client workflows such as payment checkout.”
- **Custom domain**: Yes — <https://assembly.com/pricing> (verified 2026-07-17)
  - Note: Requires Professional plan ($149/mo) or higher.
  - Quote: “Custom domain for portal Host your client portal on a branded subdomain (e.g., portal.yourcompany.com).”
- **Client messaging / chat**: Yes — <https://assembly.com/features/messaging-app> (verified 2026-07-17)
  - Quote: “The Messages App makes client communication seamless, secure, and integrated. Clients can send messages in your portal or respond directly to messaging email notifications”
- **File sharing & storage**: Yes — <https://assembly.com/features/files-app> (verified 2026-07-17)
  - Quote: “The Files App lets you and your clients securely share files, links, and folders with one another.”
- **Task / project management**: Yes — <https://assembly.com/pricing> (verified 2026-07-17)
  - Note: Listed as a bundled Starter-tier feature; implemented via the built-in, free 'Tasks' app (assembly.com/apps/directory/tasks).
  - Quote: “Task and project management”
- **Invoicing & payments**: Yes — <https://assembly.com/features/billing-app> (verified 2026-07-17)
  - Quote: “The Payments App makes it easy to manage all aspects of client billing, from creating services, invoices, and subscriptions to sharing payment links and setting up a branded store.”
- **E-signatures / forms**: Yes — <https://assembly.com/esignature> (verified 2026-07-17)
  - Quote: “Electronic signature software for service firms. Easy contract management platform for service-based businesses. Create docs and request electronic signatures in a seamlessly branded client portal.”
- **Client-facing dashboards**: Partial — <https://assembly.com/apps/directory/client-home> (verified 2026-07-17)
  - Note: Delivered via the free, installable 'Client Home' app rather than a dashboard enabled by default.
  - Quote: “With Client Home, you can create a dynamic homepage for your clients within your portal... the Client Home highlights items that require attention, like invoices, contracts, tasks, or forms, with dire”
- **Role-based permissions**: Yes — <https://assembly.com/pricing> (verified 2026-07-17)
  - Note: Client Access permissions require Advanced plan ($399/mo) or higher; basic internal user roles are available on lower tiers.
  - Quote: “Client Access permissions let you specify which internal users can access and view specific clients. When access is restricted, internal users won't see the client or their data across any apps”
- **Embedded apps / modules**: Yes — <https://assembly.com/pricing> (verified 2026-07-17)
  - Note: Also includes a broader App Store of pre-built embeds (Airtable, Calendly, Power BI, etc.) per assembly.com/apps.
  - Quote: “Custom Apps are web applications embedded into Assembly via an iframe that receive user authentication details. Custom Apps can utilize our API endpoints, listen to webhooks, navigate users with our A”
- **Mobile app**: Partial — <https://assembly.com/client-portal> (verified 2026-07-17)
  - Note: Portal is mobile-responsive in the browser; no dedicated native iOS/Android app was found. Native desktop apps exist for Windows/Mac (assembly.com/download) for internal users only.
  - Quote: “deliver a premium experience across desktop and mobile, with easy access to communications, contracts, tasks, files, forms, embeds, and more”
- **API / integrations**: Yes — <https://assembly.com/platform> (verified 2026-07-17)
  - Quote: “Use our API to build custom integrations or create full applications inside the client portal... Connect Assembly to 1,000+ apps with Zapier, Make, and other no-code tools.”
- **Free trial**: Yes — <https://assembly.com/pricing> (verified 2026-07-17)
  - Quote: “Try for free for 14 days, no credit card required.”

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Ranked by verified data, never by who paid. https://altcatalog.com/trust/