Assembly is an AI-powered client portal platform that helps professional service firms create remarkable client experiences by unifying client communication, file sharing, payments, and business operations in one customizable interface.
https://assembly.com/?ref=producthunt
Assembly

Product Information

Updated:Oct 11, 2025

What is Assembly

Assembly is a comprehensive client experience platform designed specifically for professional service firms like consulting, accounting, real estate, law, marketing, and tech companies. It serves as a centralized hub where businesses can manage their entire client relationship lifecycle - from onboarding to ongoing collaboration and payments. The platform combines a branded client portal with AI-powered back-office tools to streamline client interactions and business operations.

Key Features of Assembly

Assembly is a comprehensive client experience platform designed for professional service firms that combines client portal functionality, CRM tools, and business automation capabilities. It offers a branded portal for client interactions, secure file sharing, messaging, invoicing, contract management, and AI-powered assistance, all while integrating with existing business tools through a flexible API platform.
Branded Client Portal: Provides a customizable, unified interface for clients to connect, pay, and share files in one centralized location
AI-Powered Back Office: Features AI assistance to help organize and manage client relationships across the company with enhanced security
Integrated Business Tools: Offers seamless integration with existing business tools through embeds or API integrations, plus the ability to create custom apps
Document Management: Includes contract handling, e-signatures, secure file sharing and storage capabilities

Use Cases of Assembly

Accounting & Bookkeeping Firms: Streamline client communication, document sharing, and payment processing while maintaining professional standards
Marketing Agencies: Manage client projects, deliverables, and approvals through a branded portal interface
Law Firms: Secure document sharing, client communication, and contract management with compliance considerations
Consulting Services: Deliver professional client experiences while managing multiple client relationships and projects

Pros

All-in-one solution for client management and interaction
Strong customization and branding capabilities
Enterprise-grade security features

Cons

Cannot create features that add material to assemblies
May require significant setup and configuration
Learning curve for full platform utilization

How to Use Assembly

Sign up for a trial account: Start with a 14-day free trial by visiting assembly.com/signup. No credit card required.
Set up your client portal: Create a branded portal where clients can access files, messages, invoices and other resources in one centralized place.
Configure client management tools: Set up the CRM and billing tools to manage client relationships, track communications, and handle payments.
Integrate existing business tools: Connect your existing business applications through embeds or integrations. Assembly supports various third-party integrations.
Enable key features: Activate needed features like messaging, file-sharing, invoicing, contracts & e-signatures, tasks, forms based on your business needs.
Set up AI assistant: Configure the AI assistant to help streamline and optimize client interactions and workflows.
Customize security settings: Review and configure security settings to ensure enterprise-grade protection of client data and communications.
Invite clients: Start inviting clients to use the portal for seamless collaboration and communication.

Assembly FAQs

Assembly is an AI-powered platform designed for professional service firms to create and manage client experiences. It provides a branded client portal that unifies client interactions, from initial sales to full-scale operations.

Latest AI Tools Similar to Assembly

Heartbeat
Heartbeat
Heartbeat is a versatile platform that offers both an online community-building solution and an AI-powered wellness calling system for seniors and at-risk individuals, featuring customizable spaces, real-time communication, and health monitoring capabilities.
Resonoon
Resonoon
Resonoon is a no-code B2B SaaS platform that enables businesses to create AI-powered voice and chatbots in 30 minutes without technical skills, offering pay-per-conversation pricing.
WhatsBoost
WhatsBoost
WhatsBoost is an AI-powered WhatsApp marketing platform and official Meta Partner that enables businesses to automate customer communications, manage campaigns, and integrate with multiple services through open APIs.
Vapify
Vapify
Vapify is a white-label platform that enables agencies to offer Vapi.ai's voice AI solutions under their own brand while maintaining control over client relationships and maximizing revenue.