The client portal you can build on
Everything your clients need from you, in one place. Tailor your white-label portal with AI to fit perfectly to your firm.
Other portals make your firm fit the software. Not Assembly.
Stop bending your workflow to fit someone else's product.
Give your clients a unified experience
Onboarding, collaboration, and ongoing support: nothing in the whole client journey falls through the cracks.
Stage 1:Onboard
Intake, document collection, and a clear first-steps checklist, with progress saved as they go.
ABCover A
Cover B
Clara Mendes3 hr. ago
Clearer crop on this round — the shoulder is doing a lot of…Approved for print.
1 reply
Stage 2:Collaborate
Clients review work, leave feedback, and sign off round by round, with files in one place.
Series B Data Room
Catalog Launch
Media Strategy
Stage 3:Track
Every client sees status, milestones, and key dates on their engagement without asking.
$4,500.00
Item details
Stage 4:Transact
Proposals to accept, contracts to sign, and invoices to pay, all in your brand.
Amelia Brooks · General
Stage 5:Support
A request queue, a resource library, and an assistant that answers from your own docs.
Start with what every firm needs
30+ ready-made app templates. Every one is a working app: install it, use it as is, or tell the builder what to change.
Browse templatesCustomize everything, from your brand to your apps
Your logo, colors, and domain on every screen. New apps inherit your brand, logins, and permissions, and you choose which apps each client sees.
Describe your first appMake it look like your firm
Your logo, images, colors, and typography on every screen, down to the sign-in page clients see first.
Fill the sidebar with the apps your firm needs
Install or tailor apps in one click, or build a completely custom app with AI.
Fully white-label
Your own custom domain, emails from your address, and no mention of Assembly. On Professional and up.
“When clients log into the portal, they see our branded colors and our logos. They feel like it’s a safe, trusted place, with custom features in the side menu that are exactly what we need for our clients.”
Finally, a frictionless client experience
Don’t force clients to remember another password or fumble with links.
Sign in without a password
Add a client and send invoices, forms, and contracts. They open them with Google sign-in or a one-click email link.
Reply by email
Message clients from your dashboard and they get an email they can reply to directly. No portal visit required.
Keep the tools you already use
Embed the tools your clients already use, connect what you run, and automate the busywork. Every app connects to the same client records.
Google Calendar— connect it in Assembly, get startedEmbed
Stripe— connect it in Assembly, get startedPayments and invoices
Slack— connect it in Assembly, get startedAlerts and handoffs
DocuSign— connect it in Assembly, get startedSignatures and records
QuickBooks— connect it in Assembly, get startedLedger and reconciliation
Zapier— connect it in Assembly, get startedRouting between tools
Calendly— connect it in Assembly, get startedScheduling and remindersEnterprise-grade security for your client data
SOC 2 Type II certified, with HIPAA, GDPR, and CCPA support. Encrypted in transit and at rest, with client-level permissions and MFA on every plan.
Visit the Trust CenterClient data is encrypted in transit and at rest.
Clients see only their own data. Permissions follow your contact and company records.
Multi-factor authentication is available on every plan, with enforced MFA and an audit log on Advanced.
HIPAA compliance with a BAA on the Advanced plan. Ready-made apps like secure messaging, file sharing, and contracts can handle PHI as long as they do not use AI. Apps built with the AI app builder are not covered. If you are a covered entity, talk to us and we will map what fits.
Firms that stopped settling
See how firms replaced rigid tools with a portal they built around their own workflow.
“It let us flexibly build our own version of a client portal, uniting elements of their technology with existing external core applications.”
“Every client said this was such an easy onboarding experience. The first step of working together feels effortless, and that creates a powerful first impression.”
“Our portal really improves our client satisfaction with our firm and definitely saves time. Having everything in one spot is huge.”
“What excites me is how our partner data collected in Assembly flows directly into our internal quality control processes.”
Start free. Build as you grow.
The free plan never expires and includes real, publishable apps. Paid plans add your own domain, more clients, and more apps. Monthly prices shown are billed annually.
See full pricingProfessional
$99/ per month
Everything in Starter, plus:
- Custom domain
- Assembly badge removed
- Automation builder
Advanced
$499/ per month
Everything in Professional, plus:
- Unlimited contacts
- HIPAA BAA
- Enforced MFA
Client portal questions, answered
A secure, branded hub where clients message you, pay invoices, sign contracts, share files, and track work. Assembly gives you those as ready-made apps, then lets you build custom apps into the same portal.
Yes. Describe the app in plain English. Assembly shows a plan to approve or edit, then ships a real app into your portal with logins, permissions, and branding handled. Change it later by chatting.
No. You describe what you want, review a plan, and publish. You can also start from one of 30+ templates, each a working app, and tell the builder what to change.
Yes. Your logo and colors are on every plan. On Professional and up, clients sign in on your own domain with the Assembly badge removed, and every new app inherits your brand.
Yes. Assembly is SOC 2 Type II certified and supports HIPAA, GDPR, and CCPA. Data is encrypted in transit and at rest, each client sees only their own data, and MFA is on every plan.
Yes, with a BAA on the Advanced plan. Ready-made apps that do not use AI can handle PHI. Apps built with the AI app builder are not covered. Talk to us to map what fits.
The one clients actually log in to and your firm never settles for. Assembly pairs ready-made apps with an AI app builder: essentials on day one, custom apps when you need them.
Public marketing websites. Assembly builds experiences for your team and your signed-in clients. Build a public site elsewhere and link to it from inside your portal.
Build the client portal
only your firm could
Free forever plan. No credit card required.