Assembly

About Assembly

Assembly is a client portal and CRM that combines branded client-facing pages with an AI-assisted assistant for teams. It centralizes messaging, payments, files, contracts and forms so clients and staff can interact in one place.

Review

Assembly brings together a client portal, invoicing and a CRM with AI features aimed at professional service firms. The product focuses on reducing scattered email threads and duplicated workflows by keeping client context and actions in a single interface. It also offers integrations and an open platform for connecting existing tools and automations.

Key Features

• Branded client portals for messaging, payments, file sharing, contracts and forms.
• AI-assisted CRM that summarizes history, drafts replies, creates tasks and helps prepare invoices.
• Open integration options: embed tools, connect via Zapier/Make or webhooks, and build Custom Apps for specific workflows.
• Built-in billing and payments support with common payment processors for client invoices.

Pricing and Value

Assembly offers a 14-day free trial and a promotional discount of $100 off any paid plan with code PH100. There are free options listed and subscription-based paid plans for broader feature needs. For firms that currently use multiple services for client communication, billing and CRM, Assembly can reduce tool sprawl and save time by consolidating those functions into a single platform.

Pros

• Unified client experience that places messages, invoices and files in one branded portal.
• AI-assisted CRM features reduce routine admin work like summarizing threads and drafting replies.
• Flexible integration layer and Custom Apps make it easier to keep existing tools in place.
• Simple onboarding path with a free trial and an introductory discount.

Cons

• As a newly reintroduced product, long-term track record and enterprise-scale case studies are still limited.
• Some integrations or custom workflows will require setup work and technical familiarity with webhooks or automation platforms.
• Detailed pricing tiers and limits are not fully visible without signing up or contacting sales.

Overall, Assembly is a good fit for small to mid-sized professional service firms-such as accounting, legal, marketing and consulting practices-that want a cleaner client-facing portal and an AI-assisted way to manage client context. Larger organizations with complex, bespoke requirements should evaluate integration depth and onboarding effort before committing.

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