{"best_for":["Professional service firms","Solo entrepreneurs","Accounting and bookkeeping practices","Law firms","Consulting agencies","Marketing firms"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/assembly","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/assembly.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-005.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Assembly (https://aitoolsforbusiness.ai/assembly)"},"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."],"freshness_status":"fresh","name":"Assembly","pricing_note":"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.","pricing_url":"https://assembly.com/pricing","primary_category":"Productivity","profile_last_verified":"2026-06-23T14:07:42.290Z","secondary_categories":[],"short_description":"Assembly is a client portal and CRM platform for professional service firms that supports secure file sharing, invoicing, and back office assistance.","slug":"assembly","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/assembly","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."],"website_url":"https://assembly.com/"}