Copilot, now Assembly, vs Workspace369

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.

Workspace369 client record with contact details, invoices and activity in one placeWorkspace369 client record with contact details, invoices and activity in one place

Free account setup & migration help

Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.

Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.

Offer ends .

Start free trial

14 days free · card required · then $29/mo · cancel anytime

After signup, claim free setup in your workspace.

At a glance

Workspace369 vs Assembly (formerly Copilot): the short version

Assembly (formerly Copilot) Workspace369
Best forAssembly (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 modelAssembly (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 layerAssembly (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

Who is Assembly (formerly Copilot)? Who is Workspace369?

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.

Category: Client portal and service delivery · assembly.com ↗

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.

Client work operating system · see all features →

Feature comparison

Core operations, side by side

AreaAssembly (formerly Copilot) Workspace369
Primary fitAssembly (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 work and pricing

Client experienceAssembly (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 operationsAssembly (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 modelAssembly (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 onAssembly (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

Compare the subscription, then compare the stack

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.
EnterpriseFrom $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.

What the stack costs separately

WorkflowSeparate stack Workspace369
CRM and client recordsSeparate stack CRM, spreadsheets, lead formsWorkspace369 Built in
Projects, tasks, and calendarSeparate stack Project management app, scheduler, task boardWorkspace369 Built in
Inbox, SMS, voice, voicemailSeparate stack Email helpdesk, phone system, SMS toolWorkspace369 Built in by plan
Proposals, invoices, and paymentsSeparate stack Proposal tool, invoicing app, payment processorWorkspace369 Built in
Files, notes, and client contextSeparate stack Docs, cloud drive, client portalWorkspace369 Built in
AI, automations, and reportingSeparate stack AI assistant, automation tool, dashboard/reporting layerWorkspace369 Built in by plan
Expenses, accounting, and inventorySeparate stack Accounting app, expense tracker, inventory systemWorkspace369 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

Workspace369 vs Assembly (formerly Copilot): which should you choose?

Choose Assembly (formerly Copilot) if…

  • The branded portal itself, more than internal operations, is the product you are buying.
  • You want a polished white-label client experience with embedded custom apps.
  • Forms, contracts, and client-facing polish outweigh internal operational depth.

Choose Workspace369 if…

  • Projects, time, scheduling, inbox, voice, expenses, accounting, inventory, and reports must be native.
  • You want more included internal seats at the comparable business-plan price point.
  • The team is replacing the operational stack around the portal, not only upgrading the client-facing layer.

Switching

Switching to Workspace369 takes four steps

  1. 01

    Start your free trial

    Your workspace is ready in minutes — pick a plan later, no migration call required.

  2. 02

    Import your clients

    Bring clients, contacts, and open invoices in with CSV import instead of retyping anything.

  3. 03

    Connect your tools

    Hook up Google Calendar, your inbox, and Stripe so schedules, conversations, and payments land in one place.

  4. 04

    Invite the team and go live

    Run your next client project end-to-end — request to proposal to invoice — and cancel the old stack when it sticks.

Product tour

See the client-work loop inside Workspace369

Workspace369 project board with Kanban columns attached to client work
Project boards with Kanban and Gantt views — attached to the client record, not a separate tool.
Workspace369 invoice list showing invoice status beside client names
Invoices, payment plans, and payment status beside every client — no separate billing app.
Workspace369 shared inbox with client conversations and AI summariesWorkspace369 shared inbox with client conversations and AI summaries
Shared inbox, texts and calls from Voyager, AI call summaries from Specialist — the conversation lives beside the work.

FAQ

Frequently asked questions

Assembly (Copilot) vs Workspace369: which client portal is better for freelancers?
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.
Did Copilot client portal change its name?
Yes. The client-portal product formerly known as Copilot now operates as Assembly. This comparison preserves the Copilot keyword because many buyers still search for the former name.
Is Workspace369 an Assembly or Copilot alternative?
Yes. Workspace369 is an alternative for teams that want portals and onboarding connected to broader projects, communication, billing, finance, AI, and internal operations.
When should a team choose Assembly instead?
Choose Assembly when a polished white-label client portal, embedded custom apps, forms, contracts, and the external client experience are the primary requirements.
How much does Assembly (formerly Copilot) cost?
On October 23, 2026, Assembly listed a Free plan, Starter at $29 a month billed annually ($49 monthly) with 1 internal user, Professional at $99 ($139 monthly) with 3, Advanced at $499 ($599 monthly) with 5, and Enterprise from $2,000 a month. Workspace369 Specialist is $149 a month on monthly billing with 10 seats.

Run the comparison with your own client work.

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.

See where Workspace369 fits into your client-work flow.

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.

Workspace369 vs Assembly (formerly Copilot)14 days free · card required · then from $29/mo
Start free trial