Assembly

Assembly is a client portal platform designed to streamline client management for professional services firms, particularly accounting firms and marketing agencies. It provides a centralized, branded hub where clients can access messages, contracts, files, invoices, and tasks. The platform aims to replace disparate tools like ShareFile, DocuSign, and email with a unified, intuitive client experience. Key functionalities include customizable client homepages, organized app folders, time-based automations for reminders and status updates, and a desktop app for internal teams. It also features a unified Payments center with analytics, robust CRM capabilities for client details and notes, and a powerful API for custom integrations. Assembly helps businesses improve client onboarding, reduce email back-and-forth, automate billing, and enhance overall client satisfaction by providing a modern, easy-to-use portal.