Assembly Fall 2025 Edition: 50+ product improvements

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Products

You get

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  Client portalDeliver a branded client experience
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  Client managementCRM and billing tools
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  An extendable platformIntegrate with any software

You can

• Automate client onboarding
• Sign and send contracts
• Sell productized services
• Invoice and get paid
• Share secure files
• Improve client communication

Solutions

Industries

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  Accounting & Bookkeeping
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  Marketing Agencies
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  Consulting Firms
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  Law Firms
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  Real Estate
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  Technology

Resources

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  Blog
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  Help Guides
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  What’s New
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  Find an Expert
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  Security

Assembly Fall 2025 Releases\
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Read

• Customers
• Pricing
• Book Demo

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• Products

You get

• \
  \
  Client portalDeliver a branded client experience
• \
  \
  Client managementCRM and billing tools
• \
  \
  An extendable platformIntegrate with any software

You can

• Automate client onboarding

• Sign and send contracts

• Sell productized services

• Invoice and get paid

• Share secure files

• Improve client communication

• Solutions

Industries

• \
  \
  Accounting & Bookkeeping

• \
  \
  Marketing Agencies

• \
  \
  Consulting Firms

• \
  \
  Law Firms

• \
  \
  Real Estate

• \
  \
  Technology

• Resources

• \
  \
  Blog

• \
  \
  Help Guides

• \
  \
  What’s New

• \
  \
  Find an Expert

• \
  \
  Security

Assembly Fall 2025 Releases\
\
\
\
Read

• Customers

• Pricing

• Book demo

• Log in

Start Trial

• Log in

Start Trial

5 stars

250+ reviews

Create remarkable client experiences

Give customers a branded portal that lets you unify your client experience, from first sale to full scale.

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Made for tech-enabled professional service firms

Trusted by consulting, accounting, real estate, law, marketing, and tech firms with 1M+ clients and counting.

Meet our customers

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Accounting \
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Consulting \
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Marketing \
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Law \
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Real Estate \
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Technology

Streamline

Centralize

Customize

From clutter to client-favorite

Delight clients with a modern portal to connect, pay, and share files — all in one place.

View client portal

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Leah McCool \
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Owner, Orca Accounting\
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“My clients love the platform, and I love using it. The first step of working together feels effortless, and that creates a powerful first impression.”

Get organized with an AI-powered back office

Your team’s time is money: centralize your visibility into client relationships across your company with secure AI assistance.

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Integrate with any existing business tools

Bring in all your existing business tools as embeds or integrations, as easily as installing apps. Or dive deeper with custom apps on a flexible API and development platform.

View platform

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Robert Prochnow \
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Founder, Zen Aegis\
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"Assembly saves us from coding a whole portal solution. We implemented a HIPAA-compliant customer portal quickly."

More than just a client portal

Deliver a bespoke client experience with powerful tools — messaging, file-sharing, invoicing, and more — at no extra cost.

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AI Assistant \
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Your copilot for smarter client interactions.\
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Security \
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Enterprise-grade protection built in from day one.\
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Contracts & eSignatures \
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Streamline document signatures in one place. Storefronts \
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Productize your services with eCommerce-style packages. Invoicing & Billing \
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Send invoices and create subscriptions with 1-click payments.

Your clients deserve better.

Try for free for 14 days, no credit card required.

Start trial

Book demo

Create remarkable client experiences

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Features

• Client Portal Messages Invoicing Contracts Tasks Files Forms Stores

Platform

• Developer Home Custom Apps API Reference Assembly on Zapier Aseembly on Make

Company

• Jobs Brand Pricing Terms Privacy

Solutions

• Accounting and Bookkeeping Marketing Agencies Startups Consulting Firms Real Estate Freelancers Law Firms

Compare

• Compare all vs Moxo vs Suitedash vs HoneyBook vs SmartVault

Contract Templates

• Marketing Contract Templates Accounting Contract Templates Social Media Contract Templates Client Onboarding Templates

Resources

• Blog Guide What’s New Find an expert Security System Status Affiliates Program

Blog

• Copilot is now Assembly Assembly Assistant is in Beta How to Create a Customer Portal How to Bill a Client for the First Time The Best Client Portal Software Productized Services: How It Works

Features

• Client Portal Messages Invoicing Contracts Tasks Files Forms Stores

Platform

• Developer Home Custom Apps API Reference Assembly on Zapier Aseembly on Make

Company

• Jobs Brand Pricing Terms Privacy

Solutions

• Accounting and Bookkeeping Marketing Agencies Startups Consulting Firms Real Estate Freelancers Law Firms

Compare

• Compare all vs Moxo vs Suitedash vs HoneyBook vs SmartVault

Contract Templates

• Marketing Contract Templates Accounting Contract Templates Social Media Contract Templates Client Onboarding Templates

Resources

• Blog Guide What’s New Find an expert Security System Status Affiliates Program

Blog

• Copilot is now Assembly Assembly Assistant is in Beta How to Create a Customer Portal How to Bill a Client for the First Time The Best Client Portal Software Productized Services: How It Works