Assembly review

Free to start for a few clients; onboarding forms and contracts not shown.

Top 11 rank

#10 of 11

Score

7.1/9.4

Pricing

$ ($0 to $90/mo billed annually)

HQ

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Verdict

Assembly, which the copilot.app address now redirects to, is a client portal and CRM platform with a free plan, but the pricing page does not show the onboarding forms or contracts this list is about.

What customers praise

The Free plan costs $0 and lists 5 active contacts, 1 internal user, a CRM, client experience, messaging and billing and payments. Professional at $90 billed annually adds custom domains, removal of the Assembly badge and an automation builder. The Advanced plan lists audit log, enforced MFA and HIPAA compliance with a BAA.

What customers criticise

The pricing page does not mention onboarding forms or contracts on self serve plans, so you may need a second tool for intake and signature. Custom domains and badge removal start at Professional, and the free plan is limited to 5 active contacts and one internal user. The Advanced price was not legible on the page I read, so I have not stated it.

Best for

Small firms that want to test a client portal and billing for a handful of clients before paying anything.

At a glance

  • Integrations: API and MCP connector (Starter and up)
  • Compliance: HIPAA BAA (Advanced)
  • Regions served: Global
  • Free tier: yes

Red flags

Public risk signals as of October 2026: none. No risk review beyond the vendor pages listed in sources was done as of 2026-10-11; no signals recorded. See the full red-flag report.

Alternatives

See alternatives to Assembly, or compare against the next-ranked entry: Assembly vs Process Street.

Where else this brand ranks

Source: Top 11 HoneyBook vs Dubsado vs Content Snare: 11 Best Client Onboarding Software Tools 2026, verified October 11, 2026 — no paid placement.