Assembly

Assembly, formerly Copilot, gives service businesses a branded client portal paired with an AI-powered CRM. The portal is ready to use out of the box: clients log in to message the business, pay invoices, and share files and information securely, all under the company's own branding.

Behind it, the CRM gives the team a view of every client relationship, with AI helping to summarise activity, draft replies, and keep records current.

It is aimed at agencies, consultancies, accountants, and other professional-service firms that want a polished, single place for clients to interact with them rather than scattered email threads and payment links.