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
ANGELWOOD & Assembly / COMPARISON
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.
Best for operators evaluating whether Assembly or Angelwood is the better fit for client communication, retention, and delivery visibility.
DIFFERENT STRENGTHS
THE DETAILS, SIDE BY SIDE
Explore the details under each capability. Scroll the table on smaller screens.
| Capability | Angelwood | Assembly |
|---|---|---|
Reviewed client updatesAngelwood drafts updates from your notes and connected project tools, with source links. Your team reviews and edits each one before the client sees it. | Included | Not listed |
| Client approvals and decisions | Included; multiple approval steps on Agency | Contracts and forms via apps |
| Document and information requests | Tracked as requested, received and reviewed | Intake and onboarding apps |
| Project tool sync | Asana, ClickUp, Basecamp, Jira, Monday.com, Trello and more | Project tracking app; API and MCP |
| Custom domain and white-label | Agency plan (logo and colours from Growth) | Professional plan and above |
| Built-in CRM | Not included | Included |
PRICE & PLAN CONTEXT
ANGELWOOD / Starter
$99 / month3 seats included · 10 client portals. Compare all plan limits and entitlements on the pricing page.
See current Angelwood plansASSEMBLY / GUIDE PRICING
$29/month billed annuallyStarter plan: 1 internal user, 50 active contacts ($49 billed monthly). A free plan covers 5 active contacts.
Free tier listed in this guideCHOOSE AROUND YOUR WORK
GOOD QUESTIONS
Yes. Assembly was previously called Portal and then Copilot before renaming to Assembly.
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
Start your 14-day free trial. No credit card required.