# Assembly *Also known as Assembly* - Website: https://assembly.com - Location: New York, New York, USA - Agent profile: https://nowen.ai/agents/assembly-com - Industry: Professional Services > A flexible, brandable platform enabling professional service firms to manage clients, communications, and payments from a single portal. Assembly is a platform for professional service firms to unify client management, messaging, payments, contracts, and related workflows in a modern, brandable portal. The platform includes AI-powered CRM, secure file sharing, invoicing, e-signature support, and extensive integrations, enabling teams to tailor client experiences, automate processes, and monetize services while meeting enterprise-grade security and privacy standards. **Mission:** To empower professional service firms to deliver seamless, secure client experiences by integrating client management, communications, and financial workflows in one adaptable platform. ## Products & Services ### [AI App Builder](https://studio.assembly.com) *Product* Easily Create Custom Apps Using AI To Enhance Client Experiences. - **AI App Building** — Create Tailored Apps - **Client Onboarding Automation** — Automate Client Onboarding - **Seamless Integrations** — Integrate With Existing Systems - **Customizable User Portal** — Personalize Client Portals - **No-Code Development** — Enable No-Code Development ### [Client Portal](https://assembly.com/client-portal) *Product* Enhance client interactions with a personalized, all-in-one portal for seamless management. - **Branded Client Experience** — Create Unique Portals - **Unified Client Interactions** — Centralize Client Management - **Automated Client Onboarding** — Simplify Onboarding - **Secure File Sharing** — Share Files Securely - **Integration with Existing Tools** — Integrate Seamlessly - **E-signatures for Contracts** — Obtain Legally Binding Signatures - **Customizable Notifications** — Enhance Client Engagement ### [Client Management](https://assembly.com/client-management) *Product* Streamline client interactions with integrated CRM, invoicing, and secure communication tools. - **CRM and Billing Tools** — Manage Client Data Efficiently - **Customizable Client Portal** — Enhance Brand Presence - **Integrated Messaging** — Communicate Securely - **Client Onboarding Automation** — Streamline Onboarding - **AI-Powered Back Office** — Organize Workflows Seamlessly ### [Assembly Platform](https://assembly.com/platform) *Platform* Empower businesses with a flexible and integrateable platform for streamlined client management. - **Development and extension** — Build Custom Apps - **Extensible integrations** — Integrate Seamlessly - **Comprehensive Security** — Ensure Data Safety - **Client Portal** — Enhance Client Experience - **Automation Builder** — Streamline Operations ### [Client Onboarding System](https://assembly.com/client-onboarding-system) *Product* Streamline new client setup with automated onboarding workflows. - **Automated Onboarding** — Simplify Client Setup - **Contract Management** — Facilitate Legal Agreements - **Invoicing and Payment Integration** — Streamline Financial Transactions - **Custom Forms** — Gather Client Data Effectively - **Centralized Client Communications** — Enhance Client Interaction ### [Store](https://assembly.com/store) *Product* Enable clients to purchase services seamlessly through a branded storefront. - **Integrated onboarding and invoicing** — Streamline Client Onboarding - **Productized services storefront** — Sell Productized Services - **Subscriptions and recurring billing** — Automate Recurring Payments - **Branded client portal** — Enhance Client Engagement ### [Invoicing](https://assembly.com/invoicing) *Product* Simplify invoice management and enhance client payments efficiently. - **Invoices and subscriptions** — Automate Billing Workflows - **Secure Data Management** — Protect Client Information - **1-click payments** — Simplify Client Payments - **Integrated Client Portal** — Streamline Client Experience - **Customizable Invoices** — Enhance Brand Identity - **Automated Payment Reminders** — Minimize Overdue Payments - **Real-time Analytics** — Track Financial Performance ### [eSignature](https://assembly.com/esignature) *Product* Streamline your contract management with secure, branded eSigning. - **Contracts In Portal** — Sign Contracts Seamlessly - **Legally Binding eSignature** — Ensure Legal Compliance - **Audit Trails** — Track Contract Activity - **Branded Signing Experience** — Enhance Brand Recognition - **Automations** — Maximize Efficiency ### [File Sharing](https://assembly.com/file-sharing) *Product* Easily share files and documents securely with clients in a branded portal. - **Secure File Sharing** — Share Files Securely - **Automated File Management** — Automate File Creation - **Integration with Existing Storage** — Integrate Your Cloud Storage ### [Payments App](https://assembly.com/apps/directory/payments-app) *Product* Streamline billing by providing clients with easy payment options, invoice tracking, and management tools. - **Credit card and ACH payments** — Facilitate Diverse Payment Options - **Invoices and subscriptions** — Automate Recurring Billing - **Branded store** — Create A Unique Shopping Experience - **Payment Center Analytics** — Gain Insights On Financial Activity - **Payment links** — Simplify Payment Collection - **Refund Management** — Process Refunds Effortlessly ### [Forms App](https://assembly.com/apps/directory/forms-app) *Product* Effortlessly gather client data with customizable forms. - **Custom Intake Forms** — Facilitate Information Gathering - **Client Notifications** — Enhance Client Engagement - **Multiple Submission Options** — Customize Client Submission Options - **Form Visibility Settings** — Control Access to Forms ### [Messaging App](https://assembly.com/apps/directory/messaging-app) *Product* Facilitates secure and seamless communication between clients and teams. - **Secure Messaging** — Enhances Client Communication - **Client-Level Messaging Channels** — Enhances Channel Organization - **Customizable Welcome Messages** — Improves Client Onboarding - **Internal Notes** — Facilitates Team Collaboration ### [Client Communication Tool](https://assembly.com/client-communication-tool) *Product* Streamline client communications with secure messaging and integrated tools. - **In-portal Messaging** — Enhances Communication Seamlessly - **Secure Messaging Channels** — Ensures Data Protection - **Automated Responses** — Saves Time and Reduces Overhead - **File Sharing** — Streamlines Document Exchange - **Task Management** — Enhances Client Accountability ## Market Segments - **Client Communication and Portals** (market size $2.2B, CAGR 10.5%): Customer messaging, automated communications, and client self-service portals that provide job status, documents, and payment options. - **Customer onboarding and activation** (market size $2.0B, CAGR 15%): 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. - **Payments and monetization** (market size $82.9B, CAGR 7.8%): In-app billing, subscriptions, packages, and event or clinic payment collection for monetizing services and managing transactions. - **CRM and back-office automation** (market size $12.0B, CAGR 12%): AI-assisted client relationship management, contract and billing coordination, and workflow automation that organizes client data and internal processes for professional services firms. - **Low-code/no-code application platform** (market size $37.4B, CAGR 29.1%): Platform-embedded prebuilt and customizable applications and integrations that accelerate deployment of sales and operational processes without custom code.