Assembly Overview

Client assignment is our biggest release to date and makes the Portal work for larger teams (up to 50 people on a team). With client assignment, you can now easily

1. Assign a lead to each client
2. Select the team members that can see the client and their information (messages, files, invoices, etc.) all from one unified place.

Improvements and fixes

• Added a sticky sidebar notification for clients who have open invoices. For example, if a client has 2 unpaid open invoices, they will see a "2" beside "Billing" in the sidebar. The notifications only go away when the invoices are paid.
• Improved the eSignatures user experience.
• Redesigned avatars, channels, toggles, tags, text fields, and modals.
• Updated the Portal guide.

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

Solutions

Industries

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