Compared Oct 25, 2026
ClientOS vs Assembly
Hosted against self-hosted, side by side: price, seats, white-label, trials and reviews, each with a source. We make ClientOS, so every place Assembly wins stays in.
Full admin and client portal
No call, no card
By Vibemonk Updated Oct 25, 2026 We build ClientOS
ClientOS
Self-hosted
Assembly
Hosted
- Starts at
- $990 once, plus your own server (about $10–25/mo)
- Free plan for 5 contacts; paid from about $29–39/mo billed yearly
- Trial
- Live demo with sample data, 3 days, no card
- Free plan
- Reviews
- New, no third-party reviews yet
- About 4.7/5 on G2 (~325 reviews)
Short answer
Pick ClientOS if you want to own the portal, pay once and stop paying per seat. Pick Assembly if you sell retainers or consulting and care most about how the portal looks.
We make ClientOS, so read this with that in mind. The rows where Assembly is better are below, not hidden.
Our bias, up front. This guide is written by Vibemonk, the team behind ClientOS, one of the products compared. Every price links to the vendor's own page, and the places where others beat ClientOS stay in.
Side by side
ClientOS vs Assembly at a glance
The facts that decide most switches, from each vendor’s own pages on Oct 25, 2026.
| Feature | ClientOS | Assembly |
|---|---|---|
| Best for | Agencies that want to own their portal | Service firms that want a polished client experience |
| Starting price | $990 once, plus your own server (about $10–25/mo) | Free plan for 5 contacts; paid from about $29–39/mo billed yearly |
| Trial | Live demo with sample data, 3 days, no card | Free plan |
| White-label | Every screen and every email, on every package. | Custom domain and badge removal from Professional ($149/mo billed yearly). |
| Where it runs | Your own server, in any country | Hosted by Assembly |
| Reviews | New, no third-party reviews yet | About 4.7/5 on G2 (~325 reviews) |
In depth
Strengths, weaknesses and who should pick which
Where each one wins, where it falls short, and who it suits.
ClientOSOurs
Best for agencies that want to own their portal
New, no third-party reviews yet
A self-hosted client portal for productized service agencies: service store, checkout, orders, invoices, subscriptions, messages and tickets, on your own server, paid for once.
- Starting price
- $990 once, plus your own server (about $10–25/mo)
- White-label
- Every screen and every email, on every package.
- Trial
- Live demo with sample data, 3 days, no card
Strengths
- Pay once, keep it forever
- No limit on staff or clients
- Runs on your server, in the country you choose
- An importer built for leaving Wayfront
Weaknesses
- No Zapier, Make or public API yet
- No time tracking
- New, so no third-party reviews yet
Pick it if you want to own the portal, pay once and stop paying per seat.
Assembly (formerly Copilot)
Best for service firms that want a polished client experience
About 4.7/5 on G2 (~325 reviews)
A clean, branded client portal for messaging, files, billing, forms and contracts. It renamed itself from Copilot in 2025.
- Starting price
- Free plan for 5 contacts; paid from about $29–39/mo billed yearly
- White-label
- Custom domain and badge removal from Professional ($149/mo billed yearly).
- Trial
- Free plan
Strengths
- A polished client-facing design
- Quick to set up
- A free tier to start on
Weaknesses
- Contact caps on lower plans (50 on Starter, 500 on Professional)
- Not built around buying a service and running an order
- Fewer payment options and native integrations
Pick it if you sell retainers or consulting and care most about how the portal looks.
Before you choose
ClientOS vs Assembly: questions
Is Assembly cheaper than ClientOS?
Assembly starts at Free plan for 5 contacts; paid from about $29–39/mo billed yearly. ClientOS starts at $990 once, plus your own server (about $10–25/mo). ClientOS has no seat limit; add a server at about $10–25/mo. Which comes out cheaper depends on your team size and how long you stay, so price both for your team.
Do ClientOS and Assembly have a free trial?
ClientOS: Live demo with sample data, 3 days, no card. Assembly: Free plan.
Can you white-label ClientOS and Assembly?
ClientOS: Every screen and every email, on every package. Assembly: Custom domain and badge removal from Professional ($149/mo billed yearly).
Which has better reviews, ClientOS or Assembly?
ClientOS: New, no third-party reviews yet. Assembly: About 4.7/5 on G2 (~325 reviews). With few reviews, one unhappy customer moves the score, so read the reviews, not just the stars.
Which one is self-hosted, ClientOS or Assembly?
ClientOS runs on your own server and is paid for once ($990, $1,790 or $2,690, plus a server at about $10–25/mo). Assembly is hosted only. We make ClientOS, so weigh that.
Keep comparing
More from this guide
See it before you switch
Don’t take our word for it. Click around the real thing.
The live demo is the full ClientOS admin and client portal, filled with a sample agency’s clients, orders and invoices. Your login arrives by email and works for 3 days.
Sample data, not a real agency.