Assembly Code Promo

Assembly is an AI-driven software platform that helps professional service firms centralize and streamline their client management workflows. With a branded client portal, simple CRM, AI assistant, and integrated tools for messaging, file sharing, payments, tasks, contracts and forms, Assembly replaces patchwork tools with one unified workspace, enabling smoother onboarding, better client experiences and faster operations for consulting, law, accounting and marketing firms.

The platform also supports secure document signing, invoicing and billing, subscriptions, eCommerce-style storefronts and back-office automation, backed by enterprise-grade security and compliance. Teams can embed and integrate with the tools they already use (calendars, CRMs, Zapier/Make work-flows, APIs and custom apps) to tailor Assembly to their unique processes while improving retention, reducing manual work and enhancing client satisfaction.

Client Portal:

• Make secure, white-labeled customer portals: Impress clients with a modern customer experience that streamlines onboarding, communication, and payments in your own branded client portal.

• Give your clients a unified experience: Assembly’s white-labeled client portal delivers a one-stop shop customer experience, with instant chat messaging, file sharing, eSignature contracts, invoicing, and more: managed in one place.

• Integrate with tools you already use: Embed services you already use with clients, from dashboard visualization tools to task management apps, and consolidate your client experience into one place.

• Polished, branded client portals: Provide clients with an elevated, white-labeled, and professional experience with client-facing software that perfectly reflects your brand. Assembly makes it simple to build functional, branded agency client portals your customers will love.

• Finally, a frictionless client experience: Don’t force clients to remember another password or fumble with links. Assembly cuts the friction with passwordless authentication and lets clients reply by email, so they never have to log in just to connect with you.

Client management:

• The most flexible client portal platform: Integrate powerful workflow automations, custom business software and more on a secure client portal.

• Build custom integrations and apps: Use our API to build custom integrations or create full applications inside the client portal. Work with our expert partners for tailored solutions.

• Embed your favorite tools as easily as installing apps: Keep workflows seamless by embedding your existing tools directly in the client portal. From analytics dashboards to project trackers, Assembly brings everything into one view.

• Extend without code: Build workflows that automate client onboarding, file sharing, invoicing, and more, no developer required. Connect Assembly to 1,000+ apps with Zapier, Make, and other no-code tools.

More than just a client portal: Deliver a bespoke client experience with powerful tools: messaging, file-sharing, invoicing, and more at no extra cost.

• AI Assistant: Your copilot for smarter client interactions.
• Security: Enterprise-grade protection built in from day one.
• Contracts & eSignatures: Streamline document signatures in one place.
• Storefronts: Productize your services with eCommerce-style packages.
• Invoicing & Billing: Send invoices and create subscriptions with 1-click payments.