Advisor, head to head

Briefi vs Assembly

Assembly is the client portal formerly called Copilot, renamed in September 2025 and not to be confused with Microsoft’s assistant of that name. It gives a firm a CRM and a branded client experience where clients message the team, share files, sign contracts and pay, plus a set of ready-made apps and an AI app builder for anything else. Briefi has no app builder and does not take payments from your clients today. It is built around the client meeting: a brief beforehand, a recap with an owner for every action afterwards, and an engagement letter signed with its fee inside. If a branded portal that collects payment is the core of what you need, Assembly is the closer fit. If the meetings are the core, start with Briefi.

ReviewedLast reviewed 16 October 2026. Assembly facts checked 16 October 2026

Choose Assembly if

You want a branded client experience on your own domain where clients message, sign and pay1 3
You want a free plan for your first clients, and a low-priced entry plan3
You want to describe a custom tool and have an app built for you inside the workspace1

Choose Briefi if

You want meetings briefed, captured and written up with actions that have owners
You want an engagement letter whose fee schedule is part of the signed document
You want a price set per plan, with no charge for each person on your team

At a glance

Briefi Advisor and Assembly, side by side

What each does today. Assembly’s side comes only from the pages linked beside each line. A feature those pages do not mention is marked as not stated.

Briefi Advisor compared with Assembly, by feature group
The client’s page
	Briefi AdvisorPlans from A$89 a month	Assembly
A branded portal on your own domain	Briefi AdvisorFrom Advisor PracticeThe portal is off until you switch it on for a workspace, and an own-domain address comes with Advisor Practice and up	AssemblyFrom ProfessionalCustom domains and removal of the Assembly badge are listed on its Professional plan3
Contracts signed online	Briefi AdvisorYesCo-signers each have their own link, and the signed PDF carries a certificate page	AssemblyYesIts e-signature page lists audit trails as proof of access, review and signature, with contracts exported as PDF5
Payments from clients	Briefi AdvisorNot todayClients cannot pay you inside Briefi yet	AssemblyYesBilling and payments are listed on every plan, and processing fees apply when you collect payments3
Building and connecting
An AI app builder for custom tools	Briefi AdvisorNoBriefi has no builder for custom apps	AssemblyYesDescribe an app, approve the plan and it is built into your workspace, using monthly build credits1 3
An API and an MCP connector	Briefi AdvisorYesOn Business and up, and on the Advisor plans	AssemblyMCP from Starter, API from ProfessionalIts Starter plan lists an MCP connector, and API access is listed on Professional3
Meetings
Meeting capture, recap and follow-up	Briefi AdvisorYesCaptured on Zoom, Teams or Google Meet, or face to face, with a follow-up draft sent from your own mailbox	AssemblyNot stated on the pages we readIts rename post describes internal chat on client pages and an Assembly Assistant, and none of the pages read describes recording a meeting2 1

Yes, todayPartly, or on another planNoNot stated

Assembly gives you a portal and the means to build more. Briefi gives you the meeting work around the client. Rows for anything Assembly’s pages do not state are left out instead of guessed.

One client, start to finish

An advisory firm that sells a monthly retainer onboards one client. This follows what each product does from intake to the annual review. Assembly’s cells report what its home, pricing, security and e-signature pages say, as read on 16 October 2026.

1
Take the enquiry
Assembly
Intake and onboarding are among its ready-made apps, and each can be remixed to fit how the firm works.1
Briefi
The first call is on your calendar, and a brief is ready before it starts from whatever the client’s record already holds.
2
Hold the kick-off call
Assembly
The pages read describe a CRM, messaging and a team inbox, and internal chat on client pages. They do not describe recording or summarising a call.1 2 3
Briefi
The call is captured, or recorded face to face, and the recap lists decisions with each action and its owner. The follow-up is sent from your own mailbox once you have checked the draft.
3
Agree the terms
Assembly
A proposals app and contracts with audit trails are listed, and contracts can be exported as PDF. Clients sign inside the branded experience.1 5
Briefi
A proposal goes out to accept, then the engagement letter. Each signatory signs on their own link, the fee schedule is inside what they signed, and the copy is filed to the client.
4
Take the first payment
Assembly
Billing and payments are in every plan, with processing fees applied when you charge clients through Assembly.3
Briefi
Not today. Briefi does not take payments from your clients, so the invoice goes out from your existing billing tool.
5
Work together through the month
Assembly
Clients message your team, share files and follow project tracking from the portal, and the team talks internally on the client’s page.1 2
Briefi
Actions both sides owe sit on one register, and clients on the Advisor plans see the goals and actions you choose to share.
6
Review the year
Assembly
Anything the ready-made apps do not cover can be described and built by AI, using build credits granted each month.1 3
Briefi
The annual review is briefed from the year’s recaps and open actions, and the next review is counted from the date this one is marked held.

Where Assembly wins

When Assembly is the better choice

If one of these is what you are shopping for, Assembly is probably the better pick today.

Payments

The client can pay in the same place

Assembly lists billing and payments on every plan, even its free tier. Briefi signs the letter but does not take payments from your clients today.3

Building

Apps built to your description

Its home page lists more than thirty ready-made apps for intake, onboarding, proposals, payments and project tracking, and an AI builder for anything else. Briefi has nothing like it.1

Trying it

A free tier and a low first price

A free plan is offered for your first clients, and the Starter plan is stated at twenty-nine dollars a month billed annually, or forty-nine billed monthly, in a currency the page does not name.3

Assurance

A stated SOC 2 Type II

Assembly’s security page says its platform is SOC 2 Type II certified and monitored continuously, and says a business associate agreement is offered on its Advanced plan.4 3

Where Briefi is different

The meeting is the product, not an app inside it.

A portal is where a client goes between meetings. Briefi puts its weight on the meetings themselves and on what follows them.

A recap that names who owes whatMeetings
Decisions and actions are written up with an owner beside each, in the language the meeting was held in, and the draft follow-up is ready to check and send from your own mailbox.
Reviews that keep their own countAdvisor
Each client sits on a review schedule. Once a review is recorded as held, the next is counted from that date, and its brief lists what each side still owes.
A signed letter with the fee insideSign
The fee schedule is part of what is signed, so a change in fee goes out as an amendment, and the certificate page records who signed, when and on what device.

Briefi has no app builder and does not take payments from your clients today. Where either matters most, Assembly is the closer fit.

How the whole record fits together is on the Advisor page.

Pricing

Pricing compared

Assembly prices by active contact, internal user and monthly build credits, and its pricing page names no currency. We quote only the figures that its text states plainly. Briefi’s price is set per plan and never per user, and its pricing page lists what each plan holds.

Advisor Solo

From A$89 a month

100 form requests per user each month
10 capture hours each month
Monthly or annual billing

Figures from Briefi’s live price list

Assembly

From Free tier, then Starter at $29 a month billed annually, currency not named on their page

Free: five active contacts, one internal user, seventy-five build credits a month and three apps
Starter: $29 a month billed annually or $49 billed monthly, with fifty active contacts, one internal user and the MCP connector
Professional: five hundred active contacts and three internal users, adding custom domains, API access and the automation builder; its price could not be read reliably
Advanced: unlimited active contacts and five internal users, adding an audit log, enforced MFA and a business associate agreement; its price could not be read reliably
Extra build credits cost sixty cents each above the two hundred included, and extra apps cost five dollars a month each on any paid plan
Enterprise: custom, with single sign-on

Checked on 16 October 2026. Source 3

Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.

Switching

Leaving Assembly

What Assembly’s guide and pages say about getting your data out, and what you set up again in Briefi. All were read on 16 October 2026, and we found no article on cancelling an account.

1Export your clients and companies
On the CRM page, Export in the top-right corner downloads a CSV with all current data and custom fields, for contacts or for companies.6
2Filter first if you only need some
Search to narrow the list, and the Export button then exports only the filtered results.6
3Take your contracts as PDFs
Its e-signature page says contracts export as PDF and that audit trails can be exported, with contract analytics reports as CSV.5
4Ask about your apps
We did not find an article on exporting the data that an app you built or installed holds, so ask Assembly’s support what can be supplied before you leave.6

What you set up again in Briefi

Apps built in Assembly’s builder have no equivalent in Briefi, and neither do payment collection and billing, so those stay with Assembly or move to other tools. Nothing imports from Assembly, so your contacts are entered by hand or picked up from the meetings on your calendar. Contract wording is rebuilt as templates, starting from an imported Word or PDF file.

Questions

Briefi and Assembly, asked often

Is this the Copilot client portal?

Yes. The client portal formerly called Copilot is now Assembly, at assembly.com, and its own update post dates the rename to 30 September 2025. It is not Microsoft’s assistant of the same name.

Does Briefi take payments like Assembly does?

No. Briefi does not take payments from your clients today, so billing stays in the tool you already use.

Can a firm use both?

Yes. Assembly can hold the portal and the payments while Briefi holds the meetings, the recaps and the signed letters. The two are not connected, so each keeps its own client list.

Where does my client data sit?

Briefi stores it in Sydney, and some processing uses providers overseas, named on its Security page. Assembly’s security page says customer data is stored on cloud infrastructure in the United States.

Can I build my own tools in Briefi?

No. Briefi has no app builder. It offers a public API on Business and up and on the Advisor plans, which other tools can read your contacts and meetings from.

Try it

Put one advisory client through the brief, the recap and the signed letter.

Start free trial Advisor Solo from A$89 a month

Sources and review

Last reviewed 16 October 2026. Facts about Assembly come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.

How we checked

10 sources cited, and 6 competitor pages read. Next review due 15 January 2027.

Seen something out of date? Write to support@briefi.sh and we will check it.

1Assembly, home page. https://assembly.com/ Checked 16 October 2026.
2Assembly, Copilot is now Assembly. https://assembly.com/updates/copilot-is-now-assembly Checked 16 October 2026.
3Assembly, pricing. https://assembly.com/pricing Checked 16 October 2026.
4Assembly, security. https://assembly.com/security Checked 16 October 2026.
5Assembly, electronic signature. https://assembly.com/esignature Checked 16 October 2026.
6Assembly guide, import and export clients. https://assembly.com/guide/client-import Checked 16 October 2026.

Briefi’s own pages

B1briefi.sh/advisor. https://briefi.sh/advisor
B2briefi.sh/sign. https://briefi.sh/sign
B3briefi.sh/meetings. https://briefi.sh/meetings
B4briefi.sh/security. https://briefi.sh/security