Assembly

A branded client portal that centralizes client management, contracts, and billing, solving the problem of scattered client interactions. It is sold to tech-enabled professional service firms, including accounting, real estate, law, marketing, and technology firms, as well as startups and freelancers. The platform is positioned as an all-in-one solution with AI-powered back office, integrations, and no-code automation, delivered as a SaaS with enterprise-grade security.

Key features

• Client portal with branding
• AI-powered back office
• Contracts and eSignatures
• Invoicing and billing
• File sharing
• Messaging
• Tasks and forms
• Storefronts for productized services
• Custom apps with AI
• API and integrations
• No-code workflow automation
• Enterprise-grade security