Assembly (formerly Copilot)
Assembly is a strong fit when the branded client portal, onboarding experience, messaging, forms, contracts, secure files, embedded apps, and client-facing polish are the main product decision.
Which should you pick?
Choose Assembly (formerly Copilot) if a polished white-label client portal with embedded custom apps is the product you are buying: Starter is $49 a month billed monthly, for 50 active contacts and 1 internal user. Choose Workspace369 if you also need the operations behind the portal: the client portal is on every plan from $29 a month on Cadet, with projects, time tracking, invoices and payments, and Voyager adds a shared inbox with texts and calls. Assembly prices checked October 23, 2026.
Copilot rebranded to Assembly and remains centered on a polished client portal with CRM, messaging, forms, contracts, files, billing, automation, and embedded apps. Workspace369 centers the entire internal and client-facing operation.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Reviewed October 23, 2026 using public product pages, pricing pages, and Workspace369's current product scope.
Facts last verified October 23, 2026 from Assembly (formerly Copilot)'s public pages. Assembly (formerly Copilot) is a trademark of its owner; Workspace369 isn't affiliated with or endorsed by it. Spot an error? Tell us at support@workspace369.com and we'll fix it.


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At a glance
| Assembly (formerly Copilot) | Workspace369 | |
|---|---|---|
| Best for | Assembly (formerly Copilot) A branded portal and digital front door for onboarding, messaging, documents, billing, and client apps. | Workspace369 A client-work operating system for intake, delivery, communication, billing, finance, files, AI, and reporting. |
| Pricing model | Assembly (formerly Copilot) Copilot rebranded to Assembly. It now has a free plan and paid tiers priced by active contacts, internal users, and monthly app-builder credits. Prices below are billed annually, with monthly billing in brackets, checked October 23, 2026. | Workspace369 Plans per workspace with seats included: $29/mo for 1 seat up to $699/mo for 50 seats, with texts and calls from Voyager and IVR and call queues from Specialist. |
| Client layer | Assembly (formerly Copilot) A particularly polished white-label portal with contracts, forms, messaging, files, billing, apps, domains, and client access. | Workspace369 CRM, client portal, proposals, invoices, and reporting in one record, with payment plans from Specialist. |
The two products
Assembly (formerly Copilot)
Assembly is a strong fit when the branded client portal, onboarding experience, messaging, forms, contracts, secure files, embedded apps, and client-facing polish are the main product decision.
Workspace369
Workspace369 is a strong fit when the firm also needs native projects, calendars, time, shared inbox, SMS, voice, voicemail, proposals, invoices, payments, expenses, accounting, inventory, AI, and reporting.
Feature comparison
| Area | Assembly (formerly Copilot) | Workspace369 |
|---|---|---|
| Primary fit | Assembly (formerly Copilot) A branded portal and digital front door for onboarding, messaging, documents, billing, and client apps. | Workspace369 A client-work operating system for intake, delivery, communication, billing, finance, files, AI, and reporting. |
| Client experience | Assembly (formerly Copilot) A particularly polished white-label portal with contracts, forms, messaging, files, billing, apps, domains, and client access. | Workspace369 Client portals and scoped access connected to the same CRM, projects, requests, inbox, invoices, payments, and files used internally. |
|---|---|---|
| Internal operations | Assembly (formerly Copilot) CRM, tasks, project management, automation, billing, files, and extendable custom apps with depth varying by plan. | Workspace369 Projects, task boards, calendars, time, requests, inbox, SMS, voice, proposals, finance, inventory, AI, and reports are native modules. |
| Pricing model | Assembly (formerly Copilot) Free, then $29, $99, and $499 a month billed annually ($49, $139, $599 monthly) and Enterprise from $2,000, with contact, internal-user, and build-credit allowances by tier. | Workspace369 Plans start at $29 monthly and bundle 1, 2, 10, 20, or 50 seats with lower effective monthly pricing on annual billing. |
| Choose based on | Assembly (formerly Copilot) The portal itself is the primary product and premium client experience is the priority. | Workspace369 The internal operating system and client experience need to be the same connected platform. |
Comparison based on public product positioning and Workspace369's current feature set, reviewed October 23, 2026. Exact fit depends on your workflow, team size, and implementation needs.
Pricing and value
| Assembly (formerly Copilot) source ↗ | |
|---|---|
| Free | $0 — 5 active contacts, 1 internal user, 75 build credits a month; CRM and client experience. |
| Starter | $29/mo ($49 monthly) — 50 active contacts, 1 internal user, 200 build credits a month, MCP connector. |
| Professional | $99/mo ($139 monthly) — 500 active contacts, 3 internal users, custom domains, and API access. |
| Advanced | $499/mo ($599 monthly) — Unlimited active contacts, 5 internal users, audit log, and client access permissions. |
| Enterprise | From $2,000 — Billing period not stated; unlimited internal users, custom build credits, custom SSO, and advanced security controls. |
| Workspace369 all plans → | |
|---|---|
| Cadet | $29/mo — 1 seat, invoices, proposals, clients, projects, tasks, notes, calendar, and starter inbox tools. |
| Voyager | $74/mo — 2 seats, a business number for calls and texts, shared inbox, missed-call text back, and unlimited projects. |
| Specialist | $149/mo — 10 seats, IVR, call queues and call recording, AI call summaries, expenses, payment plans, and basic accounting. |
| Commander | $299/mo — 20 seats, full accounting, unlimited and AI-drafted workflows, advanced AI, and dedicated support. |
Assembly Professional is $99 per month billed annually ($139 monthly) for 3 internal users and 500 active contacts. Workspace369 Specialist is $149 monthly, or $119.25 per month billed yearly, for 10 included seats plus projects, voice, finance, and broader operations.
| Workflow | Separate stack | Workspace369 |
|---|---|---|
| CRM and client records | Separate stack CRM, spreadsheets, lead forms | Workspace369 Built in |
| Projects, tasks, and calendar | Separate stack Project management app, scheduler, task board | Workspace369 Built in |
| Inbox, SMS, voice, voicemail | Separate stack Email helpdesk, phone system, SMS tool | Workspace369 Built in by plan |
| Proposals, invoices, and payments | Separate stack Proposal tool, invoicing app, payment processor | Workspace369 Built in |
| Files, notes, and client context | Separate stack Docs, cloud drive, client portal | Workspace369 Built in |
| AI, automations, and reporting | Separate stack AI assistant, automation tool, dashboard/reporting layer | Workspace369 Built in by plan |
| Expenses, accounting, and inventory | Separate stack Accounting app, expense tracker, inventory system | Workspace369 Built in by plan |
Reviewed October 23, 2026. Pricing and packaging can change — verify current details with each vendor before deciding. The goal is a buyer-useful comparison, not a pretend scorecard.
Decision
Switching
Your workspace is ready in minutes — pick a plan later, no migration call required.
Bring clients, contacts, and open invoices in with CSV import instead of retyping anything.
Hook up Google Calendar, your inbox, and Stripe so schedules, conversations, and payments land in one place.
Run your next client project end-to-end — request to proposal to invoice — and cancel the old stack when it sticks.
Product tour




FAQ
Assembly leads with the client-facing portal. Workspace369 leads with the whole internal and external operation.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.