Announcements

Jul 17, 2026
Marlon Misra
Assembly is now available in ChatGPT & Claude
Manage your client relationships in your favorite AI tools with the Assembly MCP.

Jun 04, 2026
Marlon Misra
Q2 2026 Release
Featuring: audit log, bulk file management, and more actions in the CRM

Mar 19, 2026
Marlon Misra
Introducing Assembly 2.0
AI-powered customizability and context that meets you where you are.

Dec 19, 2025
Marlon Misra
Winter 2025 Edition
Assembly announces a Xero integration, task automations, and more, to wrap up 2025.

Nov 05, 2025
Marlon Misra
Fall 2025 Edition
We’ve released 50 product improvements this month to support you and your clients’ experience.

Sep 29, 2025
Marlon Misra
Meet Assembly — the AI-powered platform for professional service firms
Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.

Sep 28, 2025
Marlon Misra
Assembly Assistant is in beta
Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.

Aug 26, 2025
Marlon Misra
Introducing multi-company clients
Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.

Aug 05, 2025
Marlon Misra
Summer 2025 Edition
Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.

Jun 23, 2025
Marlon Misra
Introducing Shopify-like stores for professional services
Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.

Apr 09, 2025
Marlon Misra
Spring 2025 Edition
With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.

Mar 18, 2025
Marlon Misra
2025 Collaboration Edition
Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients.
Internal Notes
You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support.

Jan 28, 2025
Marlon Misra
2025 Foundations Release
Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite.

Jan 18, 2024
Marlon Misra
2023 Winter Release
We’re excited to announce the Winter Release 2023. Watch the video to see a full product walkthrough of new features or read about them below.
Contracts App
There are dozens of eSignature solutions out there, but we wanted to build something better – something that is tightly integrated with the rest of the Assembly Platform. The Contracts App is just that – it’s the 6th addition to our app marketplace and is joining our Messaging App, Billing App, Files App, Forms App, and Helpdesk App.

Sep 26, 2023
Marlon Misra
Assembly 2023 Fall Release
We’re excited to announce the Assembly Fall Release 2023, a collection of features we’re releasing today or shipped over the last few weeks.
Log in with Google for clients
One of our product principles at Assembly is to remove as much friction as possible for your clients. In line with that, today we rolled out Sign up and Log in with Google and enabled it for clients in all portals. Google authentication works seamlessly for new clients and also for clients that previously set up with an email.

Jun 13, 2023
Marlon Misra
Introducing Assembly Automations
We’re excited to launch Assembly Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and the rundown of new features. Also, don’t forget to join us for a live webinar where our experts will demo Assembly Automations.

Jun 06, 2023
Marlon Misra
Introducing Forms 2.0
We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a form submission.

Your clients deserve better.

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