Assembly

Active

Create remarkable client experiences

What it does

Assembly is the AI-powered platform for professional service firms. Give clients a clean, branded portal that brings everything together — tasks, payments, messages, files, contracts, and forms — and give your team a simple CRM and an AI Assistant that knows full client context. Run onboarding and back-office work faster, improve customer retention, and make clients happier. Extend the platform with embeds, Zapier/Make, webhooks, and a public API, or build Custom Apps for your exact workflow.

Its site says now · captured 2026-08-23

Assembly | AI-Powered Client Portal Software

Assembly is a modern CRM and Client Portal for professional service businesses — helping you manage clients, share files, collect payments, and more.

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