Assembly

Active

Create remarkable client experiences

Winter 2018Founded 202025 peopleNew York, NY, USA

www.assembly.com ↗LinkedIn ↗X ↗See on the Idea Map B2B momentum

About

Assembly is the AI-powered platform for professional service firms. Give clients a clean, branded portal that brings everything together — tasks, payments, messages, files, contracts, and forms — and give your team a simple CRM and an AI Assistant that knows full client context. Run onboarding and back-office work faster, improve customer retention, and make clients happier. Extend the platform with embeds, Zapier/Make, webhooks, and a public API, or build Custom Apps for your exact workflow.

From their website

as of Jun 7, 2026www.assembly.com ↗

SaaSSubscription · Plans shown include Starter, Professional, Advanced, and Enterprise with monthly pricing starting at $39, $149, $399, and $2,000 respectively; mentions 14-day free trials and annual/monthly options.

Assembly is an AI-powered client portal and CRM for professional service firms, enabling branded client experiences with client management, billing, file sharing, and communications. It markets an extendable platform that integrates with existing tools and supports onboarding automation, e-signatures, invoicing, and productized services.

Assembly provides a branded client portal and CRM with billing tools, file sharing, messaging, contracts and e-signatures, invoicing and subscriptions, storefront/productized services, and an extendable platform that can integrate with other software. It supports automated client onboarding, quick contract signing, secure file storage, and flexible developer components via an API/Integrations approach, aiming to centralize client relationships and back-office workflows in one place. The Q2 2026 release emphasizes advanced audit logs and bulk file management, and it positions the product as usable across industries such as accounting, real estate, law, marketing, consulting, and startups.

Who it’s for: Professional service firms and knowledge-based businesses that require branded client portals and integrated CRM/billing, including accounting, bookkeeping, marketing agencies, consulting firms, law firms, real estate, startups, and tech-enabled firms.

Features

branded client portal
client management with billing tools
invoicing and subscriptions
file sharing and secure storage
eSignatures and contracts
onboarding automation
productized services and storefront

Public pricing page with multiple plans; release notes for 2.0 and 2.0 Copilot; mentions 14-day free trials and book demos; customer testimonials included on site, multiple industry use cases.