Assembly, the first AI-powered platform designed specifically for professional service firms, officially announced its rebrand from Copilot to Assembly. Simultaneously, the company unveiled the beta launch of Assembly Assistant, an AI-driven internal colleague built to streamline client work and administrative tasks. This rebranding reflects Assembly’s mission to empower professional service firms with an all-in-one client management platform that delivers exceptional client experiences. Moreover, Assembly Assistant complements this mission by handling back-office responsibilities, enabling firms to focus on high-touch, human-centered client interactions.
The rebrand addresses previous challenges with discoverability under the Copilot name, giving Assembly a more distinctive presence and stronger recognition in the SaaS market. Transitioning to Assembly highlights the company’s commitment to simplifying the complexity of service-based operations while maintaining a polished, professional client experience.
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Assembly already supports thousands of tech-enabled service firms across industries such as accounting, consulting, marketing, financial services, law, and more. By offering a modular client portal platform that centralizes client management, messaging, contracts, payments, and other critical functions, Assembly empowers firms of all sizes to compete with larger enterprises. This platform helps businesses build trust, strengthen relationships, and stay competitive as AI-driven services increasingly reach clients directly.
“When we chose to rebrand to Assembly, we wanted a name that reflects both the unique struggles of service firms and our vision for the future,” said Marlon Misra, CEO and co-founder of Assembly. “Service businesses today are forced to stitch together a patchwork of tools. Assembly represents a single place where those pieces finally come together.”
Assembly has already earned the trust of over 1,000 businesses serving one million clients, including small to mid-sized firms and teams within larger institutions such as Capital One. Previously, teams often relied on multiple disconnected tools for communications, billing, and knowledge sharing, which led to inefficiencies and fragmented client experiences.
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“Our hotel partner onboarding process used to take 50 to 60 days,” said Phillip LaRue, Sr. Director of Luxury Travel at Capital One. “With our Assembly, we’ve cut that timeline nearly in half, and we’re continuing to build features that make it faster and easier for partners to go live in our program.”
With Assembly Assistant, businesses can now automate routine tasks, access client-specific knowledge instantly, and focus on higher-value work. This innovation aligns with Assembly’s long-term vision of helping entrepreneurial firms launch and succeed efficiently. As the AI-driven SaaS market expands and point-solution consolidation accelerates, Assembly not only simplifies client management but also future-proofs business operations.
Ultimately, Assembly is poised to lead the next wave of professional services. By combining human-centered design with tech-enabled capabilities, it enables firms to deliver clarity, control, and exceptional client experiences at every stage of growth.
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