Create remarkable client experiences. All-in-one branded client portal, AI CRM, payments, tasks, contracts & more.

Joined May 2020
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Assembly 2.0 is here. Our biggest release yet. See the major features ⬇️
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Assembly Scale Edition 📈 New for growing firms: 🔍 Audit Log — every action, one searchable timeline (for Advanced users) ⚡ Send forms, contracts & invoices without leaving the CRM 📁 Bulk download delete in Files App Built to be the platform you don't outgrow. assembly.com/blog/q2-2026
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Assembly 2.0 is here. Our biggest release yet. See the major features ⬇️
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4. For developers: a new custom app base to easily create specialized software for your business, and more.
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We're on the front page of @ProductHunt! Check us out and support us there: producthunt.com/products/ass…
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Need a HIPAA-compliant platform for doctors & patients that they'll actually use? Assembly helped Metta Health, an AI revenue cycle management consultancy, give clinics a secure, scalable way to obtain patient authorizations with eSignatures and portal all in one.
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Read the full case study to see how Assembly can work for your healthcare startup: assembly.com/customers/metta…

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Clients asking the same questions over and over? The team at Jungle Luxe found their solution: a beautifully branded client portal for their property owners, powered by Assembly. The property management team now can give their clients peace of mind from thousands of miles away, with easy-access resources, important real estate docs, and on-demand messaging with their team.
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Learn more about how Assembly can help reduce your clients bothering your team and let your business offer better visibility and transparency. assembly.com/customers/jungl…

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App folders are in beta and rolling out to everyone soon!
Loving the new folders for apps ! @marlonmisra @assemblycom
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You're a marketing agency that cares about: your brand, getting clients and making your life easier. @StewartGauld shows you how to do all that and more with Assembly. Check out the in-depth walkthrough: youtube.com/watch?v=M-1N8Ske…
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C-suite, more like D-suite 🐶 #officedogs #meettheteam
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If you're a design agency that struggles to have a consistent process to manage clients, our partner Design by Laney shows you how Assembly can help with your own branded custom client portal. youtu.be/RN0ZIHoJpTg?si=B8yf…
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We're expanding our world-class support team with a new team member (his name is Blue)! Plz forgive the typos. but also yes we are hiring: assembly.com/jobs
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Want to give your client business a fresh digital presence in the new year? Might be time to get yourself a client portal. The Consumer Research team reviewed five white-label client portal softwares (including us) that your clients will actually like using. Check them out! youtube.com/watch?v=nhsKOVPw…

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29 Dec 2025
That's a wrap on 2025! Check out the stats on how professional firms worked this past year, and what matters most to modern service businesses: (1/8)
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29 Dec 2025
Our customers shared the top reasons why they choose Assembly, including: 1) Enhancing their customer experience with a branded client portal 2) Getting everyone all together in one place for clients and their team 3) Improving their customer onboarding journey (7/8)
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29 Dec 2025
(8/8) This year was a big one for us! (Yes, all companies say that... but for us it's true!) And we've got a whole set of new update planned for 2026, all geared toward letting you create the most customizable client experience for your professional firm.
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