Portalize vs Assembly (formerly Copilot)
Assembly is a broad client-operations platform (billing, messaging, files, contracts). Portalize is a focused layer that turns your Notion into scoped client portals.
Assembly is the client portal platform previously known as Copilot (and originally Portal). It is not Microsoft or GitHub Copilot. It aims to be your entire client-facing back office: payments, messaging, file sharing, contracts, forms, and CRM, tied together in a branded portal and extended through an app store and API.
That breadth is powerful, but it comes with per-portal, per-seat pricing and more to configure. Assembly manages its own data; your projects and deliverables live inside Assembly rather than in the tool where you run the work.
Portalize is deliberately narrow. It exposes the projects, tasks, and documents you already track in Notion to each client, scoped and read-only, under your brand. If you want an all-in-one client OS and are happy to run billing and messaging there too, Assembly is a strong, polished platform. If Notion is your hub and you just need a secure client-facing window into it, Portalize is lighter and cheaper to run.
| Feature | Portalize | Assembly (formerly Copilot) |
|---|---|---|
| Category | Notion-native client portal | All-in-one client operations suite |
| Data source | Your existing Notion databases | Data created/managed in Assembly |
| Built-in billing & messaging | No | Yes |
| Per-client data scoping from Notion | Yes | No |
| Pricing model | Flat plans by client count | Per portal + per internal seat |
| Entry price (at writing) | See pricing page | From ~$39/mo (50 clients); custom domain on higher tiers |
| Full white-label | Included on paid plans | Higher tier only (~$399/mo) |
| Best for | Notion-run agencies | Firms replacing their whole client stack |
Choose Portalize when
- You already run delivery in Notion and want clients to see it without a big platform migration.
- You want predictable pricing that scales with clients, not internal seats or per-portal fees.
- You need per-client scoping of Notion data more than billing or chat.
Assembly (formerly Copilot) may fit better when
- You want billing, messaging, contracts, and files in one client-facing hub.
- You are replacing several disconnected tools with a single platform.
- You do not use Notion as your operational source of truth.
Frequently asked questions
Is this the same as Microsoft or GitHub Copilot?
No. This comparison is about the client portal platform at copilot.com, which rebranded to Assembly in 2025. It is unrelated to Microsoft Copilot or GitHub Copilot, the AI assistants.
Is Portalize cheaper than Assembly (formerly Copilot)?
Portalize uses flat plans based on how many clients you serve rather than per-portal, per-seat pricing, so for a Notion-first agency it is usually the lower-cost option. Check both current pricing pages for exact figures.
Does Portalize handle invoicing?
No. Portalize focuses on turning Notion into scoped client portals. If you need built-in billing and messaging, a suite like Assembly may suit you better.
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