AI TOOL PROFILE
Assembly: Client Portal and CRM Software
- Productivity
- CRM
- Professional service firms
- Solo entrepreneurs
- Accounting and bookkeeping practices
- Law firms
- Consulting agencies
- Marketing firms
Pricing
Pricing starts at $39/month for the Starter plan. Other tiers include Professional ($149/month), Advanced ($399/month), and Enterprise ($2,000/month), with differences based on user seats, client limits, and security features.
At a glance
- Best for
- Professional service firms, Solo entrepreneurs, Accounting and bookkeeping practices, Law firms, Consulting agencies
- Key use cases
- Client Onboarding, Document Collection, Payment Collection, Project Collaboration
- Integrations
- Zapier, Make, QuickBooks, Xero, Airtable embed
- Official website
- Visit Assembly official website
How AI is used
Assembly is a client portal and CRM designed for professional service providers, such as accounting, law, and consulting firms. It provides a branded location where clients can sign contracts, upload files, and handle payments.
The platform is built for a range of business sizes, from solo practitioners to 100-person firms. It combines CRM functions with operational tools like task management and custom intake forms, which may reduce the amount of manual email communication between a firm and its clients.
For firms with regulatory needs, Assembly includes SOC2 and HIPAA compliance. It also offers an API and integration options for those who wish to embed existing business tools or build custom applications within the portal.
Buyers should confirm which pricing tier fits their team size and client volume, as the Starter plan is limited to one internal user and 50 clients.
Key Features
Branded Client Portals
Provides a white-labeled environment where clients can access communications, tasks, and files.
AI Assistance
Includes an AI assistant and copilot designed to support client interactions and internal organization.
Invoicing and Billing
Supports creating invoices, managing subscriptions, and accepting payments via ACH or credit card.
Secure File Sharing
Allows for the exchange of documents with managed access permissions.
Contracts and eSignatures
Supports sending professional agreements and collecting digital signatures within the portal.
Workflow Automations
Includes a builder to automate repetitive tasks, such as client onboarding.
Use Cases
Client Onboarding
Using custom intake forms and automated workflows to collect information from new clients.
Document Collection
Providing a secure area for clients to upload financial or legal documents.
Payment Collection
Setting up recurring subscriptions or sending invoices for professional services.
Project Collaboration
Managing client-facing tasks and messaging to keep project updates in one place.
Integrations
- Zapier
- Make
- QuickBooks
- Xero
- Airtable embed
- Calendly embed
- Looker Studio embed
FAQ
Who is Assembly designed for?
- It is built for professional service providers, including accounting, law, marketing, and consulting firms, ranging from solo entrepreneurs to 100-person teams.
Is Assembly secure for sensitive data?
- Yes, Assembly provides security measures including SOC2 and HIPAA compliance.
What are the pricing options for Assembly?
- Plans range from a Starter tier at $39/month to an Enterprise tier at $2,000/month, depending on the number of users, clients, and required security features.
Does Assembly offer a free trial?
- Yes, a 14-day free trial is available.
Source category: Productivity
Source subcategory: CRM
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