Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

About Assembly

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

Pricing

Starting Price:
$39 per month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Assembly offers API access

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Assembly
Founded: 2020
United States
assembly.com

Videos and Screen Captures

Assembly Screenshot 1
Other Useful Business Software
Auth0 for AI Agents now in GA Icon
Auth0 for AI Agents now in GA

Ready to implement AI with confidence (without sacrificing security)?

Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.
Start building today

Product Details

Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online

Assembly Frequently Asked Questions

Q: What kinds of users and organization types does Assembly work with?
Q: What languages does Assembly support in their product?
Q: What kind of support options does Assembly offer?
Q: What other applications or services does Assembly integrate with?
Q: Does Assembly have an API?
Q: What type of training does Assembly provide?
Q: Does Assembly offer a free trial?
Q: How much does Assembly cost?

Assembly Product Features

Document Management

Electronic Signature
Email Management
Print Management
Access Controls
Version Control
Document Conversion
Archiving & Retention
Document Delivery
Full Text Search
Document Indexing
Document Assembly
Forms Management
File Type Conversion
Offline Access
Collaboration Tools
Document Archiving
File Recovery
Document Retention
Optical Character Recognition
Compliance Tracking
Document Capture

Portal

File Sharing
Search
Collaboration
Document Management
Chat
Content Management

Assembly Additional Categories