Portal

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.