Assembly Unclaimed

Easily Create Custom Apps Using AI To Enhance Client Experiences.

Enhance client interactions with a personalized, all-in-one portal for seamless management.

Streamline client interactions with integrated CRM, invoicing, and secure communication tools.

Empower businesses with a flexible and integrateable platform for streamlined client management.

Streamline new client setup with automated onboarding workflows.

Enable clients to purchase services seamlessly through a branded storefront.

Simplify invoice management and enhance client payments efficiently.

Streamline your contract management with secure, branded eSigning.

Easily share files and documents securely with clients in a branded portal.

Streamline billing by providing clients with easy payment options, invoice tracking, and management tools.

Effortlessly gather client data with customizable forms.

Facilitates secure and seamless communication between clients and teams.

Streamline client communications with secure messaging and integrated tools.

Customer messaging, automated communications, and client self-service portals that provide job status, documents, and payment options.

Design, automate, and manage personalized onboarding plans that collect client files, assign tasks, send reminders, and accelerate time-to-value to reduce time-to-live and scale onboarding capacity.

In-app billing, subscriptions, packages, and event or clinic payment collection for monetizing services and managing transactions.

AI-assisted client relationship management, contract and billing coordination, and workflow automation that organizes client data and internal processes for professional services firms.

Platform-embedded prebuilt and customizable applications and integrations that accelerate deployment of sales and operational processes without custom code.

AI App Builder

A tool to build custom AI-powered apps on the Assembly platform for professional service firms.

• Create Tailored Apps
  Leverage artificial intelligence to design personalized applications that cater to specific business needs without extensive coding.
• Automate Client Onboarding
  Enhance efficiency and reduce errors by automating client onboarding steps within built apps.
• Integrate With Existing Systems
  Connect your custom applications with other software seamlessly, enhancing functionality without disrupting workflows.
• Personalize Client Portals
  Create a branded client portal where users can access all their necessary apps, documents, and communications.
• Enable No-Code Development
  Allow users to create applications through intuitive interfaces, reducing reliance on technical resources.

Client Portal

Branded client portal to deliver a cohesive client experience with messaging, file sharing, invoicing and more.

• Create Unique Portals
  Personalize your client portal with your branding, including logos, colors, and custom domains, ensuring a professional representation of your business.
• Centralize Client Management
  Integrate client messaging, task management, invoices, and document sharing within one platform for enhanced collaboration and efficiency.
• Simplify Onboarding
  Use automatic messaging, contracts, and forms to onboard clients smoothly, enhancing initial interactions and saving valuable time.
• Share Files Securely
  Enable clients to access and upload documents directly to a secure environment, ensuring document integrity and protection.
• Integrate Seamlessly
  Connect with existing platforms like Google Drive, Calendly, and others to provide a comprehensive client experience.
• Obtain Legally Binding Signatures
  Allow clients to review and sign contracts quickly and securely, fostering quicker deal closures.
• Enhance Client Engagement
  Personalize notifications for important client updates, helping maintain consistent communication and enhancing client relationships.

Client Management

CRM and billing tools to manage client relationships, contracts, invoices and payments from a single interface.

• Manage Client Data Efficiently
  Utilize a powerful CRM combined with billing functionalities to track client interactions, oversee financials, and maintain comprehensive client records in one place.
• Enhance Brand Presence
  Provide clients with a personalized portal that reflects your brand, ensuring a unified and professional experience.
• Communicate Securely
  Effortlessly share information with clients in a secure environment, enhancing collaboration and responsiveness without scattered emails.
• Streamline Onboarding
  Simplify the onboarding experience by automating the collection of client information and organizing workflows based on client needs.
• Organize Workflows Seamlessly
  Leverage AI to enhance productivity by automating routine tasks, ensuring that teams stay aligned and efficient in managing client relationships.

Assembly Platform

An extendable platform that enables integrations with other software and supports app development on Assembly. This platform allows professional service firms to efficiently manage client interactions and workflows in a customizable environment.

• Build Custom Apps
  Create tailored applications that fit specific client needs and workflows, significantly enhancing operational efficiency.
• Integrate Seamlessly
  Connect with numerous tools and services through native integrations or APIs, facilitating an agile operational framework.
• Ensure Data Safety
  Adhere to SOC 2 and HIPAA compliance measures to protect sensitive client information within the platform.
• Enhance Client Experience
  Provide clients with secure access to personalized resources, messaging, task management, and document management within a cohesive environment.
• Streamline Operations
  Save time and reduce errors by automating repetitive tasks, ensuring consistency and efficiency in client management.

Client Onboarding System

Automates client onboarding workflows to streamline new client setup.

• Simplify Client Setup
  Facilitate a seamless onboarding process by automating messages, contracts, and file sharing. Clients enjoy a smooth transition into your services, reducing administrative burdens.
• Facilitate Legal Agreements
  Clients can sign legally binding contracts directly from the onboarding portal, minimizing delays in service initiation.
• Streamline Financial Transactions
  Send invoices and collect payments through various options, ensuring a smooth financial onboarding experience.
• Gather Client Data Effectively
  Utilize customizable intake forms to collect necessary client information and ensure a streamlined onboarding experience.
• Enhance Client Interaction
  Use a single platform for all client messaging, reducing scattered communication and fostering better relationships.

Store

Shop storefront to productize services, with subscriptions, one-time items, and integrated client onboarding and invoicing.

• Streamline Client Onboarding
  Easily manage all aspects of client onboarding and invoicing in one platform, ensuring a seamless client experience.
• Sell Productized Services
  Create a professional storefront for clients to easily select and purchase packaged services with clear pricing.
• Automate Recurring Payments
  Enable automated billing for subscriptions and manage client payments with greater ease and efficiency.
• Enhance Client Engagement
  Provide clients with a secure portal where they can access services, send messages, and view invoices all in one place.

Invoicing

Get paid faster with modern invoicing software. Generate polished invoices in seconds and streamline invoice management for more efficiency.

• Automate Billing Workflows
  Easily generate and manage both one-time and recurring invoices to maintain a consistent cash flow and simplify service billing for ongoing clients.
• Protect Client Information
  Enterprise-grade SOC 2 and HIPAA compliance ensure that sensitive payment information remains secure, fostering client trust.
• Simplify Client Payments
  Clients can pay invoices with a single click, enhancing their payment experience and improving the speed of transaction completion.
• Streamline Client Experience
  Clients can manage their invoices, contracts, and payments in one location, enhancing their overall experience and satisfaction.
• Enhance Brand Identity
  Customize invoices to reflect your brand, providing a professional appearance that reinforces brand identity with clients.
• Minimize Overdue Payments
  Automatically send reminders to clients about upcoming payments, reducing the likelihood of late payments and improving cash flow.
• Track Financial Performance
  Monitor billing performance and client payment behaviors in real-time, allowing for informed decision-making.

eSignature

In-portal signing of contracts with legally binding eSignatures.

• Sign Contracts Seamlessly
  Enable clients to sign contracts directly within your branded client portal, enhancing user experience and streamlining the signing process.
• Ensure Legal Compliance
  Utilize legally binding eSignatures to ensure that your contracts are enforceable and secure, complying with regulatory standards.
• Track Contract Activity
  Automatically generate audit trails that detail when contracts are accessed and signed, improving transparency and accountability.
• Enhance Brand Recognition
  Provide a signing experience that fully reflects your brand, helping to build trust and recognition among clients.
• Maximize Efficiency
  Automate routine processes like contract requests and reminders to save time and minimize manual follow-ups.

File Sharing

Secure sharing of files within the client portal.

• Share Files Securely
  Assembly’s file-sharing feature ensures that sensitive documents are transferred securely using SOC 2 and HIPAA compliance, while providing clients with a user-friendly interface to access and manage their files.
• Automate File Creation
  Automatically generates files and folders according to client requirements, simplifying setup and reducing manual entry.
• Integrate Your Cloud Storage
  Embed and connect existing storage solutions directly into your branded client portal for easier access to client files.

Payments App

Centralized client billing management, including services, invoices, subscriptions, payment links, and a branded store.

• Facilitate Diverse Payment Options
  Easily accept payments through multiple methods, making transactions seamless and efficient for clients.
• Automate Recurring Billing
  Generate invoices automatically and manage subscriptions for predictable revenue streams.
• Create A Unique Shopping Experience
  Productize services and enable clients to purchase subscriptions and one-time items through a personalized storefront.
• Gain Insights On Financial Activity
  Monitor payment activities, outstanding invoices, and understand financial performance at a glance.
• Simplify Payment Collection
  Send direct payment links to clients for easy tracking and management of payments.
• Process Refunds Effortlessly
  Clients can initiate refunds easily, with notifications and updated receipts for transparency.

Forms App

Create custom intake forms to collect client information.

• Facilitate Information Gathering
  The Forms App allows you to create tailored forms that fit your specific data needs, ensuring you can collect all necessary information efficiently. You can design forms with multiple question types including short answers, long texts, multi-select options, and file uploads, allowing for a comprehensive approach to client data capture.
• Enhance Client Engagement
  Automatic email and portal notifications help clients stay informed about pending forms, improving response rates and client interaction.
• Customize Client Submission Options
  You can enable or disable multiple submissions per client to suit your workflow needs, allowing for flexibility in data collection.
• Control Access to Forms
  Choose whether forms are visible to all clients or only those specifically shared, enhancing privacy and security in client interactions.

Messaging App

In-app messaging for client and team communication within the portal.

• Enhances Client Communication
  The Messaging App allows secure, real-time conversations between clients and teams, ensuring no detail is lost in emails.
• Enhances Channel Organization
  Keep conversations organized at the client level, ensuring everything remains relevant and accessible.
• Improves Client Onboarding
  Create tailored welcome messages that introduce your firm and guide clients on using the portal effectively.
• Facilitates Team Collaboration
  Internal notes can keep your team informed, allowing for better coordination without compromising client privacy.

Client Communication Tool

Ditch scattered emails and phone calls. Assembly’s client portal is a secure customer communication platform with built-in messaging and more.

• Enhances Communication Seamlessly
  Clients can send messages in your portal or respond directly to messaging email notifications, leading to a seamless communication experience.
• Ensures Data Protection
  Configure messaging with custom permissions and visibility to keep client communications secure and streamlined.
• Saves Time and Reduces Overhead
  Automate responses, create helpdesk guides for common questions, and send automatic email reminders to clients.
• Streamlines Document Exchange
  Clients can easily access files and share documents securely, reducing email-related complications.
• Enhances Client Accountability
  Use integrated task management to keep both teams and clients informed about outstanding items.