About

• Branded client portal with onboarding automation, e-signatures, and secure file sharing • Built-in CRM, invoicing, and payments for end-to-end client management • Extendable platform that integrates with external software tools Assembly is an all-in-one client portal and management platform designed for professional service businesses. It combines a white-labeled client-facing portal with back-office tools including CRM, billing, contract signing, file sharing, and a service storefront—enabling firms in accounting, law, consulting, marketing, real estate, and startups to streamline every stage of the client lifecycle from a single platform.

Who it's for

Client portal & service firm management

Key features