Assembly

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

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#Billing Management #Digital Signatures #File Sharing

Assembly

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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.

Last updated: Jul 21, 2026

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.

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.

Pricing

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

Pricing is collected from the official Assembly website and may change. Always confirm with the vendor.

Frequently Asked Questions

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Community reviews (0)

Most recent

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

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

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

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.

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.

Pricing

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

Pricing is collected from the official Assembly website and may change. Always confirm with the vendor.

Assembly

Overview

Key Features

Branded Client Portal

AI-Powered Back Office

Contracts & eSignatures

Invoicing & Billing

Messaging and Team Inbox

Custom Domain and White-Labeling

Integrations and API

Security and Compliance

Pros

Cons

Pricing

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Key Features

Branded Client Portal

AI-Powered Back Office

Contracts & eSignatures

Invoicing & Billing

Messaging and Team Inbox

Custom Domain and White-Labeling

Integrations and API

Security and Compliance

Pros

Cons

Pricing

Frequently Asked Questions

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Ratings & reviews

Community reviews (0)

More in Client Portal

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Clarityflow