Assembly (formerly Copilot) is a white-label client portal builder designed for service businesses and agencies that want to give clients a branded, self-contained workspace — one place for messaging, billing, file sharing, and custom apps — without stitching together a half-dozen separate tools. If your agency needs a polished, client-facing hub that looks like your own product rather than a third-party dashboard, Assembly is one of the more capable options at this price point. Its free plan is genuinely functional, and paid plans start at $29 per month billed annually, based on the pricing page Assembly published in October 2026.
What Assembly actually is
Assembly is a client portal platform — not a CRM, not a project management tool, and not a social media scheduler. Its job is to give your clients a single, branded place to interact with your agency: read messages, pay invoices, access deliverables, and use any lightweight apps you build for them inside the platform. Think of it as the front door of your agency's digital office, with your logo over it instead of Assembly's.
The platform is built around three core ideas:
- Branded apps: Assembly's app builder lets you create or install custom mini-apps — intake forms, status trackers, resource libraries — and publish them inside the portal your clients see.
- Messaging and team inbox: Structured client communication that keeps conversations out of email and inside a space you control.
- Billing and payments: Invoicing and payment collection built directly into the client experience.
Assembly also includes a CRM (for tracking contacts), a community feature, and an integration layer. Its app builder is the most distinctive element: instead of only connecting to third-party tools, you can create purpose-built apps for your workflow using Assembly's builder, which draws on a monthly credit allowance.
Assembly plans and verified pricing
All figures below come directly from Assembly's pricing page as of October 2026. Prices are shown at the annual billing rate; monthly billing is also available at a higher rate.
Free plan
Assembly's free plan never expires and requires no credit card. It includes:
- 5 active contacts
- 1 internal user
- 75 build credits per month
- 3 apps
- CRM, messaging and team inbox, billing and payments
- Community support
For a solo consultant just starting out, or an agency that wants to evaluate the platform before committing, the free plan is a real starting point — not a feature-stripped teaser. The 5-contact limit is the binding constraint; once you exceed it, you'll need to upgrade.
Starter — $29 per month (billed annually)
The Starter plan is built for solo entrepreneurs and includes:
- 50 active contacts
- 1 internal user
- 200 build credits per month
- 5 apps
- MCP connector and more included credits than the free plan
- Email support
Extra apps are $5 per month each on any paid plan, and extra build credits cost $0.60 per credit above the 200 included (based on the FAQ on Assembly's pricing page, checked October 2026).
Professional — $99 per month (billed annually)
This is the most popular tier according to Assembly's pricing page. It adds:
- 500 active contacts
- 3 internal users included
- 200 build credits per month
- 5 apps (extras at $5 per month each)
- Custom domains
- API access
- Remove Assembly badge
- App visibility controls
- Automation builder
- AI model selection
- Priority email support
The custom domain and badge removal on this tier are significant for agencies: your clients see your brand, not Assembly's. That's where the white-label value starts.
Advanced — $499 per month (billed annually)
Designed for scaling businesses. Key additions over Professional:
- Unlimited active contacts
- 5 internal users included
- 200 build credits per month
- Audit log
- Client access permissions
- Enforced multi-factor authentication (MFA)
- HIPAA compliance with a Business Associate Agreement (BAA)
- Priority email and call support
- Personalized onboarding
The HIPAA compliance tier matters for agencies serving healthcare clients; confirm current BAA terms directly on Assembly's pricing page before committing.
Enterprise — starting at $2,000 per month (billed annually)
The Enterprise plan is listed on Assembly's pricing page with a "starting price" label. It adds custom SSO, advanced security controls, a sandbox workspace, a dedicated success manager, an implementation service, and a shared Slack channel. The exact price requires contacting Assembly's sales team.
Based on the page extract: the starting price shown is $2,000 per month billed annually. Confirm current enterprise pricing directly with Assembly.
How Assembly's build credits work
Build credits are Assembly's mechanism for the app builder — the feature that sets it apart from simpler portal tools. Here is how credits work, based on Assembly's published FAQ:
- Credits are used only when you create or edit an app in the builder. Using a live app does not consume credits.
- Planning an app — describing your idea, answering builder questions, reviewing a plan — is free. Credits are spent only once you approve a plan and building starts.
- Failed builds do not consume credits.
- Unused credits roll over for one additional month before expiring.
- On any paid plan, you can add more credits: extra credits cost $0.60 per credit above the 200 included, up to 10,000 per month.
If your agency builds apps infrequently — say, a new client onboarding form every few months — the 200 monthly credits will likely be more than enough. Agencies building complex or frequently updated tooling may need to budget for add-on credits.
What Assembly does well for agencies
A genuinely white-labeled client experience
From the Professional plan up, your clients see your domain, your logo, and no Assembly branding. This matters when you're positioning your agency as a premium service rather than a tool reseller. The portal becomes part of your brand, not a concession to a third-party platform.
Billing and payments inside the portal
Clients can pay invoices without leaving the portal environment. For agencies that currently chase payments via email attachments or separate payment links, consolidating this inside the client workspace reduces friction — and keeps the client's attention in one place.
Messaging and team inbox
The structured messaging model gives client conversations a home that isn't your team's personal email. Every paid plan includes messaging and a team inbox, so client communications stay organized and accessible to whoever on your team handles the account.
Custom apps without heavy development
Assembly's app builder is its most distinctive selling point. If you have repeatable workflows — intake questionnaires, project status updates, resource libraries, simple approval flows — you can build these as apps your clients access inside their portal. This is a meaningful alternative to paying a developer for a custom client dashboard.
Strong independent review scores
Based on verified review platforms (checked October 2026): Assembly holds 4.8 out of 5 from 4,188 reviews on G2, 4.8 out of 5 from 35 reviews on Capterra, and 4.5 out of 5 from 16 reviews on Trustpilot. These are customers' own ratings; treat them as one signal among several, not as a guarantee of your experience.
Who Assembly is a strong fit for
- Service agencies with 3 to 50 active clients who want a branded client-facing workspace and are currently using email, Slack, or Google Drive as a makeshift portal.
- Consultants and small teams on the Starter or Professional plan who need a clean way to handle messaging, file sharing, and invoicing in one place.
- Agencies building lightweight client-facing tools — intake forms, project trackers, onboarding flows — who don't want to pay for custom development.
- Healthcare-adjacent agencies that need HIPAA compliance: the Advanced plan includes a BAA.
Who should look elsewhere
- Large agencies with 100-plus active clients at growth scale may find the per-contact model constraining compared to flat-rate tools. Verify the contact tiers on Assembly's pricing page against your current client count before committing.
- Agencies that need a full CRM with pipeline management, sales automation, and multi-channel outreach should look at dedicated CRM platforms. Assembly's CRM is contact management, not a full sales system. See our Best CRM for Marketing Agencies comparison for that use case.
- Agencies primarily managing social media at scale will find Assembly's feature set doesn't address scheduling, publishing, or social analytics. Our Best Social Media Management Tool for Agencies guide covers those options.
- Teams that need deep white-label reporting dashboards — pulling in Google Analytics, paid media, and SEO data into branded client reports — will be better served by dedicated reporting tools. Assembly is a portal, not a reporting platform.
Assembly vs. building a client portal inside HighLevel
This comparison comes up often for agencies already using an all-in-one platform. HighLevel (which our team runs client accounts on daily) includes a Branded Client Portal App add-on at $49 per month per sub-account, based on HighLevel's pricing page checked October 2026. That add-on gives clients a branded portal experience connected to the CRM, pipeline, and automation tools already inside HighLevel.
The two serve different primary roles:
- Assembly is purpose-built as a client portal with a flexible app builder. Its CRM and automation are secondary.
- HighLevel's client portal is an add-on to a full marketing and CRM platform. The portal is a front end for a much deeper system.
If your agency is already on HighLevel's $297 or $497 plan, adding the portal add-on per sub-account may be the simpler path. If you're not on HighLevel and your primary need is a clean, standalone client portal, Assembly is the more focused tool. See our GoHighLevel White Label guide for a full breakdown of what HighLevel's white-label stack includes.
Assembly vs. other client portal and reporting tools
Assembly is not trying to be AgencyAnalytics or DashThis — those tools are built around pulling marketing data into white-labeled reports. Assembly is about the operational relationship with the client: communication, billing, and interactive apps.
- AgencyAnalytics starts at $20 per client per month (billed annually) for a reporting-focused portal with 90-plus marketing integrations. Strong for agencies whose primary deliverable is a performance dashboard. See our full agency platform alternatives guide for context.
- Vendasta operates on a monthly-minimum model starting at $99 per month, with a marketplace of resellable products. Its portal is built around the Vendasta marketplace ecosystem. See our Vendasta Pricing guide for the full breakdown.
- HighLevel at $97 to $497 per month includes its own client-facing tools as part of an all-in-one CRM and marketing platform. The HighLevel free trial guide covers what you can evaluate before paying.
Assembly sits in its own lane: it's a portal-first tool with an app builder. If your agency's primary client-facing need is a branded, interactive workspace — not a reporting dashboard or a resale marketplace — Assembly is the more direct solution.
Costs to think through before buying
Plan price vs. contact count
Assembly prices by active contacts, not by client. If a single client has multiple contacts (a marketing director, a CEO, and a billing contact, for example), each counts toward your limit. Before choosing a plan, count your active contacts — not just your client accounts — and match that number to the plan tiers.
App overage costs
Every paid plan includes 5 apps; extras are $5 per month each. If your agency plans to build a library of specialized tools — one per service line or client type — that cost can add up. A team building 10 custom apps would pay $25 per month in extra app fees above the 5 included. Budget for this when comparing Assembly's effective cost to a tool like HighLevel where custom workflows are built differently.
Build credit budget
The 200 monthly build credits are shared across your team. Agencies in an active build phase — standing up a new portal, building several apps simultaneously — may exhaust credits mid-month. Assembly allows you to add credits at $0.60 each, up to 10,000 per month on paid plans. Estimate your initial build load before committing to a plan, and check whether Starter's credit allowance covers your onboarding work or whether you'll need Professional from day one.
Internal user seats
Client users are separate from internal users and are listed as unlimited on all plans. Internal users — your team members — are capped at 1 on Starter and Free, 3 on Professional, and 5 on Advanced. If you're a team of 6 or more, confirm current add-on user pricing directly on Assembly's pricing page.
Setting up Assembly: what to expect
Assembly's setup flow is self-serve on all plans up to Advanced. Based on the published feature set, here is what the onboarding sequence generally involves:
- Connect your domain (Professional and above): point a subdomain or custom domain to Assembly so the portal URL reflects your brand.
- Configure branding: upload your logo, set colors, and remove the Assembly badge (Professional and above).
- Set up the team inbox and messaging: connect your team members and define who handles which client accounts.
- Build or install apps: use the app builder or install pre-made apps from Assembly's library to populate the portal with useful tools for your clients.
- Invite clients: add contacts and send portal invitations. Clients access the portal through a branded login page.
The Advanced plan includes personalized onboarding; Enterprise includes a full implementation service and a dedicated success manager. If your agency is migrating a large number of existing clients onto a new portal system, the Advanced plan's onboarding support may be worth pricing into your decision.
Frequently Asked Questions
What is the Assembly client portal?
Assembly (formerly Copilot) is a white-label client portal platform for service businesses and agencies. It gives your clients a branded workspace for messaging, billing, file sharing, and custom apps — all under your domain and logo rather than Assembly's branding. It is not a CRM with pipeline management or a marketing automation platform; it is purpose-built as the operational front door between your agency and your clients.
Does Assembly have a free plan?
Yes. Assembly's free plan never expires and needs no credit card. It includes 5 active contacts, 1 internal user, 75 build credits per month, and 3 apps, plus access to the CRM, messaging, billing, and community support features. It is a genuine working plan, not a time-limited trial — though the 5-contact limit means most active agencies will need to upgrade. All figures are from Assembly's pricing page checked October 2026.
How much does Assembly cost for a small agency?
Based on Assembly's pricing page checked October 2026, the Professional plan — the most common choice for small teams — is $99 per month billed annually. That includes 500 active contacts, 3 internal users, custom domains, API access, badge removal, an automation builder, and priority email support. Extra apps cost $5 per month each above the 5 included. Extra build credits cost $0.60 each above the 200 monthly allowance. Confirm current pricing on Assembly's site before signing up, as prices can change.
What are Assembly build credits and how many do I need?
Build credits are consumed when you create or edit an app in Assembly's app builder. Planning an app, reviewing a build plan, and using a live app do not consume credits. Every paid plan includes 200 credits per month, which roll over for one additional month if unused. Assembly's FAQ states that a typical app takes a few dozen credits to build from scratch, and smaller edits use fewer. Agencies building apps infrequently will likely stay within the 200-credit allowance. Heavy builders can add up to 10,000 credits per month at $0.60 per credit.
Is Assembly the same thing as Copilot?
Assembly was formerly known as Copilot. The platform rebranded; the product is the same client portal and app-building tool. If you've seen references to "Copilot client portal" in older discussions or reviews, that is the same product now operating as Assembly at assembly.com. All current pricing and plan details are at assembly.com/pricing.
How does Assembly compare to HighLevel's client portal add-on?
HighLevel offers a Branded Client Portal App add-on at $49 per month per sub-account (based on HighLevel's pricing page, October 2026), which sits inside HighLevel's broader CRM and marketing automation platform. Assembly is a standalone portal tool with a flexible app builder. If your agency is already on HighLevel and needs a client portal, the add-on is the more integrated path. If you want a dedicated, standalone portal with a richer app-building environment and you're not already on HighLevel, Assembly is worth comparing directly. See our GoHighLevel White Label guide for more detail.
Does Assembly support HIPAA compliance?
Assembly's Advanced plan ($499 per month billed annually, as of October 2026) includes HIPAA compliance with a Business Associate Agreement. The Free, Starter, and Professional plans do not list HIPAA compliance. If your agency serves healthcare clients and needs a BAA, confirm current terms and plan availability directly on Assembly's pricing page before signing up.
The bottom line
Assembly is a strong pick for service agencies and consultants who need a polished, branded client portal — not a reporting dashboard, not a full CRM, but a dedicated workspace that looks like yours and gives clients a clear place to communicate, pay, and interact with the tools you build for them.
Start with the free plan if you have fewer than 5 active contacts or just want to evaluate the platform. No credit card needed, and the apps and messaging features are real and functional.
Move to Professional ($99 per month, billed annually) when you need custom domains, badge removal, and a team of up to 3 internal users. This is the plan where Assembly genuinely becomes a white-labeled product under your brand.
Consider Advanced ($499 per month, billed annually) if you're scaling to unlimited contacts, need HIPAA compliance, or want personalized onboarding support built into the deal.
If your agency is already on HighLevel and the question is whether to add Assembly or use HighLevel's own portal add-on, read our GoHighLevel White Label guide first — it may save you a subscription. And if you're still deciding whether a full all-in-one platform or a specialized portal tool fits your agency better, our Best CRM for Marketing Agencies and Vendasta Alternatives guides give you the wider context.
See current plans and start the free tier at assembly.com/pricing.