You get

    • icon
      Client Portal
      Deliver a branded client experience
    • icon
      Client management
      CRM and billing tools
    • icon
      An extendable platform
      Integrate with any software

    You can

    • Automate client onboarding
    • Sign and send contracts
    • Sell productized services
    • Invoice and get paid
    • Share secure files
    • Improve client communication

    Industries

    • icon
      Accounting & Bookkeeping
    • icon
      Marketing Agencies
    • icon
      Consulting Firms
    • icon
      Law Firms
    • icon
      Real Estate
    • icon
      Technology
    • icon
      Blog
    • icon
      Help Guides
    • icon
      What’s New
    • icon
      Find an Expert
    • icon
      Security

      Meet Assembly: The AI-powered Platform for Professional Service Firms

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      Read
  • Customers
  • Pricing
  • Book Demo
Start free trial
Log in
  • Products
      You get
      • msg-icon
        Client Portal
        Deliver a branded client experience
      • msg-icon
        Client management
        CRM and billing tools
      • msg-icon
        An extendable platform
        Integrate with any software
      You can
      • Automate client onboarding
      • Sign and send contracts
      • Sell productized services
      • Invoice and get paid
      • Share secure files
      • Improve client communication
  • Solutions
      Industries
      • msg-icon
        Accounting & Bookkeeping
      • msg-icon
        Marketing Agencies
      • msg-icon
        Consulting Firms
      • msg-icon
        Law Firms
      • msg-icon
        Real Estate
      • msg-icon
        Technology
  • Resources
      • msg-icon
        Blog
      • msg-icon
        Help Guides
      • msg-icon
        What’s New
      • msg-icon
        Find an Expert
      • msg-icon
        Security

        Meet Assembly: The AI-powered Platform for Professional Service Firms

        hightLight-image
        Read
  • Customers
  • Pricing
  • Book demo
  • Log in
  • Start Trial
  • Log in
  • Start Trial

Definitions

Explore commonly used terms related to Copilot and service businesses

A

A/B Testing

Accounts payable

Accounts receivable

ACH

ACH Debit

Advance Payment

API (Application Programming Interface)

Audit Trail

Auto-renewal

Automated Workflows

B

Billable hours

Billing Cycle

Billing Model

C

Chargeback

Client Onboarding Software

Client Portal

Client Relationship Management

Client Retention

Consulting Agreement

Consulting Retainer Contract

Content Management System (CMS)

Contracts Automation

Cookie Tracking

Credit Note

Custom Domain

Customer Persona

D

Domain Authority

Due upon receipt

E

E-Signature

Embedded Payments

F

Free Trial

Freemium

G

GAAP Compliance

Gap Analysis

Grandfathered Pricing

I

Intake form

L

Landing Page Optimization

Late Payment

Lifetime Value (LTV)

Lookalike Audience

N

Net Terms

No-code Automation

P

Payment Gateway

Payment Processor

Productized Service

Professional Service Agreement

R

Retargeting

Role-Based Access Control

S

SEO (Search Engine Optimization)

SERP (Search Engine Results Page)

SLA (Service Level Agreement)

SOC2 compliance

Subscription

SWOT Analysis

T

Tiered Pricing

Time Tracking

TLD (Top-Level Domain)

Trial Period

U

Usage-based Pricing

UTM Parameters

W

Webhooks

White-label Client Portal

The new standard for modern services business.

    Features

  • Client PortalMessagesInvoicingContractsTasksFilesFormsStores

    Platform

  • Developer HomeCustom AppsAPI ReferenceAssembly on ZapierAseembly on Make

    Company

  • BrandPricingTermsPrivacy

    Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw Firms

    Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault

    Contract Templates

  • Marketing Contract TemplatesAccounting Contract TemplatesSocial Media Contract TemplatesClient Onboarding Templates

    Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates Program

    Blog

  • How to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How it Works

    Features

  • Client PortalMessagesInvoicingContractsTasksFilesFormsStores

    Platform

  • Developer HomeCustom AppsAPI ReferenceAssembly on ZapierAseembly on Make

    Company

  • BrandPricingTermsPrivacy

    Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw Firms

    Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault

    Contract Templates

  • Marketing Contract TemplatesAccounting Contract TemplatesSocial Media Contract TemplatesClient Onboarding Templates

    Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates Program

    Blog

  • How to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How it Works