Assembly: Client Portal and CRM Software
Assembly helps professional service firms manage client interactions through a branded portal. It is designed for firms that need to consolidate invoicing, contracts, and secure document sharing.
At a glance
- Category
- Productivity
- Best for
- Professional service firms, Solo entrepreneurs, Accounting and bookkeeping practices, Law firms, Consulting agencies
- 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.
- Key use cases
- Client Onboarding, Document Collection, Payment Collection, Project Collaboration
- Integrations
- Zapier, Make, QuickBooks, Xero, Airtable embed
- Official website
- assembly.com
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
Provides a white-labeled environment where clients can access communications, tasks, and files.
Includes an AI assistant and copilot designed to support client interactions and internal organization.
Supports creating invoices, managing subscriptions, and accepting payments via ACH or credit card.
Allows for the exchange of documents with managed access permissions.
Supports sending professional agreements and collecting digital signatures within the portal.
Includes a builder to automate repetitive tasks, such as client onboarding.
Use Cases
Using custom intake forms and automated workflows to collect information from new clients.
Providing a secure area for clients to upload financial or legal documents.
Setting up recurring subscriptions or sending invoices for professional services.
Managing client-facing tasks and messaging to keep project updates in one place.
Best For
Integrations
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.
FAQ
It is built for professional service providers, including accounting, law, marketing, and consulting firms, ranging from solo entrepreneurs to 100-person teams.
Yes, Assembly provides security measures including SOC2 and HIPAA compliance.
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.
Yes, a 14-day free trial is available.
Source category: Productivity
Source subcategory: CRM
