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.
14-day free trial · plans from £35/mo, flat per workspace
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 at a flat price per workspace: a custom domain from £35/month on Essentials, and the API from £69/month on Pro.
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 portal has to live on your own domain, 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 |
|---|---|---|
| Essentials | £35/mo | 100 active clients, custom domain, reminders |
| Pro | £69/mo | unlimited clients, API & webhooks, AI document checks |
| Scale | £149/mo | 15 team members, 500 GB, 3,000 AI-checked pages a month |
| Enterprise | Custom | contact sales |
Assembly prices verified on assembly.com in July 2026 — always check their pricing page for current figures. ClientLoop prices exclude VAT and are per workspace, not per user, with unlimited requests on every plan. Essentials, Pro and Scale each start with a 14-day free trial. Annual billing is two months free; extra team seats are £10/month and +100 GB storage £12/month.
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.
Not per client. Assembly starts at $39/mo billed annually for one user and 50 clients. ClientLoop Essentials is £35/month for two team members and up to 100 active clients, Pro is £69/month flat with unlimited clients, and each plan starts with a 14-day free trial. 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 a custom domain comes with Essentials at £35/month, and the API with Pro at £69/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.
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