Assembly

AI-powered client portal software for managing clients, contracts, billing, and communications in one branded platform.

Paid

Web

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#Billing Management #Digital Signatures #File Sharing

Overview

Assembly offers a branded client portal designed for professional service firms to centralize client management, contracts, invoicing, and communication with AI assistance and integrations. It supports secure, customizable workflows and compliance features.

Key Features

Branded Client Portal

Provides clients with a secure, white-labeled portal accessible on desktop and mobile for communication, file sharing, contracts, tasks, and forms.

AI-Powered Back Office

Centralizes visibility into client relationships with AI assistance to streamline operations and client interactions.

Contracts & eSignatures

Enables preparation, sending, signing, and management of contracts and eSignatures within the platform.

Invoicing & Billing

Supports sending invoices, creating subscriptions, and processing payments with low fees and subscription management.

Messaging and Team Inbox

Facilitates secure, seamless communication between teams and clients within the portal.

Custom Domain and White-Labeling

Allows hosting the client portal on a branded subdomain and sending notifications from a custom email domain, with options to remove Assembly branding.

Integrations and API

Offers API keys, webhooks, and no-code integrations with Zapier and Make, plus embedding of external tools like Airtable and Calendly.

Security and Compliance

Includes enterprise-grade protection with SOC2 and HIPAA compliance, audit logs, multi-factor authentication, and client access permissions.

Who It's For

How to Use

Create Workspace and Add Users

Set up your Assembly workspace and add internal users with unique login credentials.

Import or Add Clients

Import client data in bulk or add clients individually to create client accounts and companies.

Customize Client Portal

Brand your portal with custom domains, email domains, and configure app visibility and client access permissions.

Set Up Contracts, Invoices, and Services

Prepare contracts for eSignature, create invoicing templates, and productize your services with storefront packages.

Integrate Tools and Automate Workflows

Connect external tools via embeds or API, and configure automations to streamline client onboarding and communication.

Pricing

Pricing details are gathered from the official Assembly website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Starter	$39	1 internal user Up to 50 clients 100 automation tasks per month Basic CRM and client portal features
Professional	$149	3 internal users (+$39 per additional user) Up to 500 clients 1,000 automation tasks per month Custom domain and email domain API and no-code integrations
Advanced	$399	5 internal users (+$59 per additional user) Unlimited clients Unlimited automation tasks Full white-labeling Audit logs and client access permissions HIPAA compliance with BAA
Enterprise	Starting at $2,000	Custom number of internal users Unlimited clients and automation tasks Custom SSO and advanced security controls Sandbox workspace Dedicated success manager and technical advisor

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Comprehensive client portal combining CRM, billing, contracts, and communication in one platform.
AI assistance enhances client management and operational efficiency.
Supports extensive integrations and custom app development for workflow flexibility.
Enterprise-grade security with HIPAA compliance and audit logging.
Customizable branding with white-label options and custom domains.

Cons

Pricing may be high for small businesses starting out, with advanced plans costing $399+ per month.
Limited free trial period of 14 days without a free tier.
Some advanced security features are marked as coming soon, indicating ongoing development.
Additional internal users incur extra per-user fees, increasing costs for larger teams.
Customization and onboarding may require technical knowledge or support for complex setups.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

Frequently Asked Questions

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Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

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Key Features

Branded Client Portal

Provides clients with a secure, white-labeled portal accessible on desktop and mobile for communication, file sharing, contracts, tasks, and forms.

AI-Powered Back Office

Centralizes visibility into client relationships with AI assistance to streamline operations and client interactions.

Contracts & eSignatures

Enables preparation, sending, signing, and management of contracts and eSignatures within the platform.

Invoicing & Billing

Supports sending invoices, creating subscriptions, and processing payments with low fees and subscription management.

Messaging and Team Inbox

Facilitates secure, seamless communication between teams and clients within the portal.

Custom Domain and White-Labeling

Allows hosting the client portal on a branded subdomain and sending notifications from a custom email domain, with options to remove Assembly branding.

Integrations and API

Offers API keys, webhooks, and no-code integrations with Zapier and Make, plus embedding of external tools like Airtable and Calendly.

Security and Compliance

Includes enterprise-grade protection with SOC2 and HIPAA compliance, audit logs, multi-factor authentication, and client access permissions.

Who It's For

How to Use

Create Workspace and Add Users

Set up your Assembly workspace and add internal users with unique login credentials.

Import or Add Clients

Import client data in bulk or add clients individually to create client accounts and companies.

Customize Client Portal

Brand your portal with custom domains, email domains, and configure app visibility and client access permissions.

Set Up Contracts, Invoices, and Services

Prepare contracts for eSignature, create invoicing templates, and productize your services with storefront packages.

Integrate Tools and Automate Workflows

Connect external tools via embeds or API, and configure automations to streamline client onboarding and communication.

Pricing

Pricing details are gathered from the official Assembly website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Starter	$39	1 internal user Up to 50 clients 100 automation tasks per month Basic CRM and client portal features
Professional	$149	3 internal users (+$39 per additional user) Up to 500 clients 1,000 automation tasks per month Custom domain and email domain API and no-code integrations
Advanced	$399	5 internal users (+$59 per additional user) Unlimited clients Unlimited automation tasks Full white-labeling Audit logs and client access permissions HIPAA compliance with BAA
Enterprise	Starting at $2,000	Custom number of internal users Unlimited clients and automation tasks Custom SSO and advanced security controls Sandbox workspace Dedicated success manager and technical advisor

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Comprehensive client portal combining CRM, billing, contracts, and communication in one platform.
AI assistance enhances client management and operational efficiency.
Supports extensive integrations and custom app development for workflow flexibility.
Enterprise-grade security with HIPAA compliance and audit logging.
Customizable branding with white-label options and custom domains.

Cons

Pricing may be high for small businesses starting out, with advanced plans costing $399+ per month.
Limited free trial period of 14 days without a free tier.
Some advanced security features are marked as coming soon, indicating ongoing development.
Additional internal users incur extra per-user fees, increasing costs for larger teams.
Customization and onboarding may require technical knowledge or support for complex setups.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.