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Assembly

Assembly

Client management platform for professional service firms, combining portals, CRM, tasks, files, contracts, forms, billing, payments, and integrations.

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Assembly is an AI-powered client portal and client management platform for professional service businesses. It provides a centralized workspace where teams can manage client relationships, share files securely, communicate with clients, organize tasks, collect information through forms, and coordinate ongoing work.

The platform includes tools for client onboarding, contract creation and e-signatures, invoicing, billing, subscriptions, and online payments. Businesses can also create branded client portals and storefronts for presenting productized services, packages, and resources. Assembly supports integrations with existing business software and offers an extensible platform for customized workflows and applications.

Designed for agencies, consulting firms, accounting and bookkeeping practices, law firms, real estate businesses, startups, and other service-based organizations, Assembly helps bring client communication, document management, project coordination, contracts, and billing into one organized system.

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