Deliver remarkableclient experiences
Let clients onboard, sign, collaborate, and pay in a branded client portal, with a CRM for your team. Start with 30+ apps, then use AI to build what's missing.
Built for your work
Set up for how your industry runs
Unified platform
Everything your firm runs on, in one place
A CRM for your team, a branded client experience, 30+ ready-made apps, and an AI app builder for everything else.
App builder
Go from idea to a working app in four steps
Describe what you want, approve the plan, and publish. Your app goes live in your workspace with sign-in, permissions, and branding already handled. Then keep refining it by chat.
Add a project tracker for each client.
Add a project tracker each client sees for their own projects.
Customers
Firms running on Assembly
Four firms, four kinds of work, one platform underneath all of it.
“We had more tax returns in the door, ready to start being prepped, earlier than ever this year than in our entire history.”
“We’ve been able to build out apps in just a few weeks that I don’t know if we could have done within five to ten years before Assembly.”
“Our portal really improves our client satisfaction with our firm and definitely saves time. Having everything in one spot is huge.”
“Assembly saves us from building custom portals from scratch. We can go fast and create lasting value for the businesses we serve.”
The platform
Everything you need to run your business
Practice management tools run your back office. Client portals handle the front. App builders stop at prototypes. Assembly does all three.
Security
Client data your clients can trust you with
Your apps inherit the platform's security rather than reinventing it. SOC 2 Type II certified, with HIPAA, GDPR and CCPA support.
How Assembly keeps data safeFrequently asked questions
Two kinds of apps: client-facing apps and internal tools. Think onboarding wizards, document collection, project trackers, approval workflows, client dashboards. Apps can use AI too — like an assistant that answers client questions from your firm's own docs.
Client-facing apps are where Assembly is strongest — every app has two sides, so your team works in your dashboard while each client gets their own view inside your branded client experience.
Yes — 30+ app templates covering common workflows and specific industries, from accounting document collection to agency approval flows. Start from one and it's yours: reshape it by chat until it fits exactly how your firm works.
Templates are a great fit if you'd rather start from something proven than describe an app from scratch.
Most firms run on a mix of a practice management tool, a client portal, and a handful of point solutions. Assembly replaces that with one platform: a CRM for your team, a branded experience for your clients, 30+ ready-made apps, and an AI app builder for anything else. Because it's all one system, every app you add or build shows up where your team and clients already work, with hosting, sign-in, permissions, and payments handled for you.
No. Describe what you want. The app builder asks a few product questions, shows you a plan you approve or edit, then builds. Changes happen the same way — by conversation.
Yes — apps can connect to any third-party service. When you build an app that needs one, the app builder prompts you to authenticate the tool or provide an API key, and it's wired in from there.
Yes. Apps aren't frozen at publish — keep chatting with the app builder to refine anything, whenever your workflow changes.
Start free, stay free — the free plan never expires, and you can build and publish real apps on it. Every plan includes a set number of apps and monthly build credits for creating and editing them. Upgrade as your firm grows for more apps, more credits, and more capability. Full details on our pricing page.
Yes — and security on Assembly is platform infrastructure, not something the AI generates. Clients sign in with secure magic links or Google. Roles and permissions are maintained by the platform, and a structural boundary separates what your team sees from what your clients see — no prompt can cross it. Every app is born inside these protections. Full details on our security page.
Public-facing sites. Assembly builds apps for authenticated experiences — your team and your logged-in clients. Marketing websites, public directories, and consumer apps are better built elsewhere.
You do. Every app you build is yours — your data, your logic, your workflows. We never use your apps, your data, or your clients' data to train AI models, and we don't share them with anyone.
Start free and stay free
Get started for free, with no credit card required.
Upgrade only when you need more.