Improve your client communication

Ditch scattered emails and phone calls. Assembly’s client portal is a secure customer communication platform with built-in messaging and more.

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One platform for every client interaction

Your clients' messages, tasks, and files live in the portal. But clients don’t have to change their habits: they can reply by email and their messages sync automatically.

Messaging
Tasks
File sharing

Clear communication, less busy work

Automate responses, create helpdesk guides for common questions, and send automatic email reminders.

Secure channels for multiple clients and teams

Create flexible message channels for multiple clients in multiple companies. Configure messaging with custom permissions and visibility.

More ways to power your client experience

Deliver a bespoke client experience with powerful tools and features in your portal, at no extra cost.

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[Security & Compliance

Features for SOC 2, HIPAA compliant portals built-in.

[Billing & Invoicing

Send one-off payment requests, recurring subscription invoices, and make it easy to pay with credit cards and ACH.

Scheduling via Calendly

Let clients book meetings with our Calendly integration.](/content/apps/directory/calendly/index.html)
Contracts & eSignatures

Clients sign legally binding contracts in your portal.](/content/esignature/index.html)
Client onboarding

Save time with automatic onboarding using custom forms and messages.](/content/client-onboarding-system/index.html)

Your clients deserve better.

Try Assembly for free for 14 days, no credit card required.

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Create remarkable client experiences