Alternatives to Assembly
AI-powered white-label client portal for service businesses
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.
Assembly (formerly Copilot) is an AI-powered, white-label client portal platform for service businesses, unifying messaging, billing, files, contracts, and embedded apps.
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.
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.
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.
Where Assembly stands out
Verified capabilities most alternatives don't have.
Why people leave Assembly
Dashed reasons are sourced facts; the rest are opinions. Vendors can dispute.
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Ranked alternatives
Ordered by Alt Score. Click any score to see the breakdown.
Clinked is a white-label client portal for secure file sharing, group collaboration, tasks, and communication under a firm's own branding and domain.
FuseBase (formerly Nimbus) is a client collaboration platform offering white-label client portals, shared workspaces, documents, and task management.
SuiteDash is an all-in-one, white-label client portal and business management platform combining CRM, projects, invoicing, file sharing, and client communication.
Clientjoy is a client portal and agency-management tool covering leads, proposals, invoicing, contracts, and a branded client portal for freelancers and agencies.
Moxo is a client interaction platform that gives businesses branded portals to manage client onboarding, documents, approvals, and workflows in one place.
Onehub is a secure file sharing and virtual data room service with white-label client portals, granular permissions, and branded workspaces.
Feature comparison
Rows come from the Client portal software checklist (17 rows). Human-verified cells only. ? means the value has not been verified.
| Client portal software checklist | Assembly | Clinked | FuseBase | SuiteDash | Clientjoy | Moxo |
|---|---|---|---|---|---|---|
| Pricing model | ||||||
| Starts at | ||||||
| License | ||||||
| Platforms | ||||||
| White-label branding | ||||||
| Custom domain | ||||||
| Client messaging / chat | ||||||
| File sharing & storage | ||||||
| Task / project management | ||||||
| Invoicing & payments | ||||||
| E-signatures / forms | ||||||
| Client-facing dashboards | ||||||
| Role-based permissions | ||||||
| Embedded apps / modules | ||||||
| Mobile app | ||||||
| API / integrations | ||||||
| Free trial |
Every fact and feature listed for Assembly is verified against its own pages. Each alternative is sourced on its own page.
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Pricing model Subscription verified 2026-07-17
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
https://assembly.com/pricing -
Status active verified 2026-07-17
Updates page shows continuous shipped changes through the current date; company also actively hiring (assembly.com/jobs).
July 17, 2026 Connect Assembly to ChatGPT & Claude Introducing the Assembly MCP: You can now connect Assembly to AI tools like ChatGPT and Claude!
https://assembly.com/updates -
Starts at $39/month (billed annually; $59/month billed monthly, Starter plan) verified 2026-07-17
Page JSON pricing data shows Starter monthlyPrice=59, annualPrice=39; the displayed default price is the annual-billing rate.
Starter All the basics Starting at $ 39 /month
https://assembly.com/pricing -
Platforms Web, Windows, macOS verified 2026-07-17
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.
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
https://assembly.com/download -
White-label branding Partial verified 2026-07-17
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).
Full white-labeling Removes the 'Powered by Assembly' badge on client portal sign-in pages, email notifications, and client workflows such as payment checkout.
https://assembly.com/pricing -
Custom domain Yes verified 2026-07-17
Requires Professional plan ($149/mo) or higher.
Custom domain for portal Host your client portal on a branded subdomain (e.g., portal.yourcompany.com).
https://assembly.com/pricing -
Client messaging / chat Yes verified 2026-07-17
The Messages App makes client communication seamless, secure, and integrated. Clients can send messages in your portal or respond directly to messaging email notifications
https://assembly.com/features/messaging-app -
File sharing & storage Yes verified 2026-07-17
The Files App lets you and your clients securely share files, links, and folders with one another.
https://assembly.com/features/files-app -
Task / project management Yes verified 2026-07-17
Listed as a bundled Starter-tier feature; implemented via the built-in, free 'Tasks' app (assembly.com/apps/directory/tasks).
Task and project management
https://assembly.com/pricing -
Invoicing & payments Yes verified 2026-07-17
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.
https://assembly.com/features/billing-app -
E-signatures / forms Yes verified 2026-07-17
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.
https://assembly.com/esignature -
Client-facing dashboards Partial verified 2026-07-17
Delivered via the free, installable 'Client Home' app rather than a dashboard enabled by default.
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
https://assembly.com/apps/directory/client-home -
Role-based permissions Yes verified 2026-07-17
Client Access permissions require Advanced plan ($399/mo) or higher; basic internal user roles are available on lower tiers.
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
https://assembly.com/pricing -
Embedded apps / modules Yes verified 2026-07-17
Also includes a broader App Store of pre-built embeds (Airtable, Calendly, Power BI, etc.) per assembly.com/apps.
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
https://assembly.com/pricing -
Mobile app Partial verified 2026-07-17
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.
deliver a premium experience across desktop and mobile, with easy access to communications, contracts, tasks, files, forms, embeds, and more
https://assembly.com/client-portal -
API / integrations Yes verified 2026-07-17
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.
https://assembly.com/platform -
Free trial Yes verified 2026-07-17
Try for free for 14 days, no credit card required.
https://assembly.com/pricing
FAQ
Yes. FuseBase and Moxo have a free tier or are fully free. Free-tier limits in the comparison table are verified and dated.