Agency Hub Co vs Assembly (formerly Copilot), which fits a boutique agency?
Agency Hub Co Team, updated , 6 minutes
If you've been looking at client portals for a while, you may know Assembly by its old name. Copilot renamed itself Assembly in September 2025, saying the word copilot had come to mean any AI assistant and the product had become hard to find.
Assembly is one of the most polished client portals around. Clients sign in with a magic link or Google and get a branded space for messages, files, contracts and payments. It's built for professional service firms in general, accounting, consulting, law and marketing among them. Agency Hub Co is built for marketing agencies specifically, with the agency's own team working in the same place.
Key takeaways
- Assembly is known for a clean client experience. Magic link login has been on by default for new workspaces since April 2025, with Google sign-in and passwords also available.
- Assembly is priced by plan with contact and team-seat limits. Starter is $29 a month billed yearly or $49 monthly, for 50 client contacts and 1 team user.
- Its homepage now leads with an AI app builder for creating custom client apps, alongside SOC 2 Type II and HIPAA for regulated firms.
- Agency Hub Co puts team channels, daily standups and tasks next to each client's portal, and drafts proposals and contracts from your discovery call.
Assembly vs Agency Hub Co, feature by feature
| Assembly | Agency Hub Co | |
|---|---|---|
| Client portal | Native and branded, for messages, files, contracts, payments and embedded tools. Custom domain starts on Professional. | Native and branded per agency, connected to the same workspace your team runs the account in. |
| Client login | Magic link by default for workspaces created since April 2025, plus Google sign-in and password. | Magic link during onboarding with no account needed, then a branded invite link once they're an active client. |
| Proposals & contracts | Contracts clients can sign in the portal. | Proposal, contract and questionnaire drafted by AI from your discovery call transcript, then sent, signed and paid in one flow. |
| Invoicing & payments | Clients pay in the portal, with a billing area for the firm. | Native, Stripe-backed invoicing and recurring billing on your agency's own Stripe account. |
| Team chat | Internal chat and notes inside the CRM. No separate team channels found on Assembly's site. | Team channels, direct messages and per-client chats, with clients only ever seeing their own. |
| Daily standups | None found on Assembly's site. | Built in, with reminders, plus a team portal with a time-off calendar. |
| Tasks | Tasks can be assigned to team members, clients or companies, with comments on each task. | Tasks tied to each client, so work and conversation sit in the same place. |
| Custom apps & integrations | AI app builder, automation builder, Zapier and Make, and an API. | Kept to what an agency uses day to day, with Stripe built in. |
| Compliance | SOC 2 Type II and HIPAA, with enforced two-step login on Advanced. | Each agency's data, and each client's, kept separate at the database level. |
| Pricing | Free plan for 5 contacts and 1 team user. Starter $29/mo billed yearly or $49 monthly for 50 contacts and 1 team user. Higher plans add contacts and seats. | Studio $99/mo (10 clients, 5 members) and Agency $299/mo (25 clients, 15 members). Free during beta, then founder pricing of $59 and $179 for life. |
Assembly overview
Assembly is a client portal first, and the experience your clients get is well done, with a clean branded space, one-click magic link sign in, and messages, files, contracts and payments in one place.
It's built for many kinds of service firms, which is why it carries SOC 2 Type II and HIPAA and offers an AI app builder for creating custom client apps. Firms with compliance needs or unusual client workflows get a lot of room.
Plans are set by client contacts and team seats. Starter covers 50 contacts and 1 team user, and the higher plans raise both, so it's worth counting your clients and teammates before comparing prices.
Agency Hub Co overview
Agency Hub Co was built inside a working marketing agency, RAE Business Management, to run its own clients. It follows how an agency moves a client: discovery call, proposal, contract, invoice, onboarding questionnaire, strategy, then day-to-day work.
The agency side gets as much attention as the client side. Team channels, direct messages, daily standups and tasks sit next to each client's portal and chat, so your team's day runs in the same place your clients see.
AI drafts come from your own material, so when you upload a discovery call transcript, Agency Hub Co drafts the proposal, contract and questionnaire from what your client said on the call.
Other tools worth knowing about
Agencies comparing Assembly often look at SuiteDash, Plutio and HoneyBook too. SuiteDash packs the most features into a low price with unlimited users, Plutio leans toward freelancers and small studios, and HoneyBook toward solo providers booking one client at a time.
What to consider when choosing
- Count your client contacts and team seats. Assembly's plans are set by both, so the right tier depends on how many of each you have.
- Do you need SOC 2 or HIPAA? If your clients require it, Assembly has both today.
- Where does your team talk today? If standups and team chat live in Slack, decide whether you want them next to your clients or kept separate.
- Who drafts your proposals and contracts today? Check whether the tool only collects signatures or also helps you write the documents.
Frequently asked questions
Is Copilot the same as Assembly?
Yes, the client portal company Copilot renamed itself Assembly in September 2025, and it's unrelated to Microsoft Copilot.
How much does Assembly cost?
Assembly lists a free plan for 5 contacts and 1 team user, and Starter at $29 a month billed yearly or $49 billed monthly for 50 contacts and 1 team user. Its pricing page shows higher plans that add contacts and seats (checked October 22, 2026).
Does Assembly have team chat?
Assembly includes internal chat and notes in its CRM and tasks with comments. We didn't find separate team channels or standups on its site.
Is Agency Hub Co an Assembly alternative for marketing agencies?
Yes, Agency Hub Co covers the client portal, magic link onboarding, contracts and invoicing, and adds team channels, daily standups and AI drafts from your discovery call.