Assembly (formerly Copilot) — ai-powered all-in-one portal for tech-enabled service firms,from $39/mo (annual). Here's how it compares to ClientLoop, honestly.
Best for: Firms that want a premium all-in-one back office and will pay for the polish.
Free · Pro £19/mo flat
Assembly is an impressive all-in-one — and priced like one. If what you actually need is documents and forms collected under your own brand, ClientLoop does that for £19 flat: custom domain and API included, not gated three tiers up.
Assembly is genuinely all-in-one: billing, contracts, messaging and a light CRM alongside the portal, and the most design-polished front end in the category. If you are consolidating three or four subscriptions into one back office and the budget is there, that breadth is worth paying for. ClientLoop does not replace it.
The line that decides it is usually your own domain. Assembly puts custom domain and API access on Professional at $149/mo annual, and only drops the “Powered by Assembly” mark on Advanced at $399/mo. If your clients should see your brand and nobody else’s, that is the real price of Assembly — not the $39 entry tier.
| Plan | Price | Notes |
|---|---|---|
| Starter | $39/mo annual · $59 monthly | 1 user, 50 clients, 100 automations/mo |
| Professional | $149/mo annual · $189 monthly | custom domain & API start here |
| Advanced | $399/mo annual · $499 monthly | removes “Powered by Assembly”, HIPAA BAA |
| Enterprise | from $2,000/mo | SSO, sandbox, success manager |
| Plan | Price | Notes |
|---|---|---|
| Free | £0 | 5 clients, unlimited requests |
| Pro | £19/mo flat | unlimited clients, custom domain, API |
Assembly prices verified on assembly.com in July 2026 — always check their pricing page for current figures.
Sourced from public G2, Capterra and Reddit reviews, July 2026.
Client access: Assembly — Magic links by default (no client passwords). ClientLoop — magic links, never passwords.
No. Assembly starts at $39/mo billed annually for one user and 50 clients. ClientLoop’s Pro plan is £19/month flat with unlimited clients, and there is a free tier for your first five. The gap widens on the features most firms want next — see the next question.
On Assembly, a custom domain and API access begin on the Professional tier at $149/mo annual. On ClientLoop both are included in Pro at £19/month. Removing Assembly’s own branding is a further step up, to Advanced at $399/mo annual.
No — this is one where both are good. Assembly uses passwordless magic links by default, and so does ClientLoop. If you are comparing either against a portal that makes clients register an account, both are a step up on that front.
Only if what you actually use Assembly for is collecting documents and forms. Assembly also handles invoicing, contracts, client messaging and CRM; ClientLoop deliberately does not — it is a document collection tool, not an all-in-one back office.
Free for your first 5 clients. Your brand on it in five minutes.
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