See how Assembly can work for your business

Watch a demo video on Assembly's client portal software and client management system.

Products

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

Solutions

Industries

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

Resources

• Blog
• Help Guides
• What’s New
• Find an Expert
• Security

Assembly available in ChatGPT & Claude

Features

• Client Portal
• Messages
• Invoicing
• Contracts
• Tasks
• Files
• Forms
• Stores

Platform

• Developer Home
• Custom Apps
• API Reference
• Assembly on Zapier
• Assembly on Make
• MCP

Blog Articles

• Assembly in ChatGPT & Claude
• Copilot is now Assembly
• How to Create a Customer Portal
• How to Bill a Client for the First Time
• The Best Client Portal Software
• Productized Services: How It Works