Skip to content

ANGELWOOD & Assembly / COMPARISON

Angelwood vs Assembly (formerly Copilot)

Assembly combines a CRM, client portal and billing apps. Angelwood focuses on reviewed client updates, approvals and onboarding requests. See which fits your firm.

THE DECISIONChoose Assembly for CRM, portal and payments in one place. Choose Angelwood when clients mainly need reviewed progress updates and a clear record of approvals.

QUICK ANSWER

Choose Angelwood over Assembly when your clients need reviewed progress updates and recorded approvals tied to your project tools, rather than a CRM and billing suite.

WHO THIS IS FOR

Best for operators evaluating whether Assembly or Angelwood is the better fit for client communication, retention, and delivery visibility.

DIFFERENT STRENGTHS

Start with what matters to you.

01

Angelwood

  • Update drafts built from your project tools, reviewed before publishing
  • Requests tracked from requested to received to reviewed
  • Syncs with the project tool your team already uses
02

Assembly

  • Free plan, with billing and payments on every plan
  • Built-in CRM for contacts and companies
  • 30+ ready-made apps plus an AI app builder

THE DETAILS, SIDE BY SIDE

Compare the capabilities.

Explore the details under each capability. Scroll the table on smaller screens.

Angelwood and Assembly feature comparison
CapabilityAngelwoodAssembly
Reviewed client updates

Angelwood drafts updates from your notes and connected project tools, with source links. Your team reviews and edits each one before the client sees it.

IncludedNot listed
Client approvals and decisionsIncluded; multiple approval steps on AgencyContracts and forms via apps
Document and information requestsTracked as requested, received and reviewedIntake and onboarding apps
Project tool syncAsana, ClickUp, Basecamp, Jira, Monday.com, Trello and moreProject tracking app; API and MCP
Custom domain and white-labelAgency plan (logo and colours from Growth)Professional plan and above
Built-in CRMNot includedIncluded

PRICE & PLAN CONTEXT

Make room for the right fit.

ANGELWOOD / Starter

$99 / month

3 seats included · 10 client portals. Compare all plan limits and entitlements on the pricing page.

See current Angelwood plans

ASSEMBLY / GUIDE PRICING

$29/month billed annually

Starter plan: 1 internal user, 50 active contacts ($49 billed monthly). A free plan covers 5 active contacts.

Free tier listed in this guide

CHOOSE AROUND YOUR WORK

Which fits your team?

01

Consider Angelwood when…

  • Clients keep asking for status between meetings
  • Work is managed in Asana, ClickUp, Jira or a similar tool
  • You need a record of what each client approved
02

Consider Assembly when…

  • You want CRM, portal and payments in one tool
  • You want to start on a free plan
  • You want to build custom client apps without code

GOOD QUESTIONS

Assembly vs Angelwood FAQs

Is Assembly the same as Copilot?

Yes. Assembly was previously called Portal and then Copilot before renaming to Assembly.

Can I use Angelwood and Assembly together?

You can, though most firms choose one portal so clients have a single place to go. Firms that rely on Assembly's CRM and billing usually keep it; firms whose clients mainly need progress updates and approvals tend to prefer Angelwood.

YOUR NEXT STEP

Ready to see the difference?

Start your 14-day free trial. No credit card required.