Assembly Features

You get

• Client portal: Deliver a branded client experience
• Client management: CRM and billing tools
• An extendable platform: Integrate with any software

You can

• Automate client onboarding
• Sign and send contracts
• Sell productized services
• Invoice and get paid
• Share secure files
• Improve client communication

Industries

• Accounting & Bookkeeping
• Marketing Agencies
• Consulting Firms
• Law Firms
• Real Estate
• Startups

Automations

Save time, reduce human error, and streamline operations for your team and your clients with easy-to-use automations.

Client activates account

Trigger: Company size < 50

Condition: Company size > 50

Action: Assign SMB onboarding form.

Send clients a welcome message

Create a custom welcome message to clients the first time they log in to your client portal. Introduce your firm, welcome your clients in a professional way, and set expectations around response times.

File storage sync

Back up data in an organized way by creating a secure and seamless connection with file storage solutions including Google Drive, Box, Dropbox, and others.

Explore automations in action

We created a demo portal where you can sign up as a client user and see automations in action. After you create an account, you’ll receive an automatic welcome message, be assigned an onboarding form, and see folders automatically get created on the Files tab.

Create client account in a demo portal

Frequently asked questions

What are the different ways of setting up an automation?

You can set up an automation with Zapier, Make, or with our API. Zapier and Make are two great no-code solutions and our API is best if you have developer resources and need full control.