Assembly

Copilot for smarter client interactions powered by AI

Control which clients can access an app based on custom field rules for different service levels

Specify which internal users can access and view specific clients and their data

Automate the client onboarding process

Send invoices, create subscriptions, and enable 1-click payments with low payment processing fees

Centralize visibility into client relationships with secure AI assistance, manage clients and companies, use custom fields, and keep internal notes

Each client can belong to up to 30 entities under one login

Productize your services with eCommerce-style packages and service offerings

Improve client communication through integrated messaging

Protect healthcare data with HIPAA-compliant security measures and signed Business Associate Agreement

Deliver a branded, white-labeled portal that unifies client experience from first sale to full scale

Host your client portal on a branded subdomain (e.g., portal.yourcompany.com)

Send notifications from your business email domain instead of default Assembly address

Remove the 'Powered by Assembly' badge on client portal, emails, and workflows

Create API keys and configure webhooks for custom integrations

Web applications embedded into Assembly via iframe with user authentication, API access, webhooks, and navigation

Free additional workspace for testing features, developing Custom Apps, training, and experimentation

Streamline document signatures and contract management in one place

Enhance your workspace with apps from a growing marketplace, from internal tools to industry-specific solutions

Share secure files with clients and team members

File-sharing and intake forms for client data collection

Connect products you already use like Airtable, Calendly, and Looker Studio via embed or links

Task and project management capabilities for team coordination

Create and manage proposals for clients

Granular security controls including custom magic-link expiry, configurable session timeouts, and admin session management (coming soon)

Searchable record of internal and client user activity for security and compliance (coming soon)

Configure Single Sign-On with your existing identity provider for internal users

Enterprise-grade protection built in from day one with SOC2 and HIPAA compliance

Enforce Multi-Factor Authentication for all internal users and clients