Assembly
Assembly is a cutting-edge AI-powered platform designed to enhance client experiences for professional service firms. It offers a comprehensive suite of tools that include client portals, CRM and billing solutions, and the ability to integrate with a variety of software. Targeted at industries like accounting, marketing, consulting, and law, Assembly simplifies client management by automating onboarding, contracts, invoicing, and communication, all within a secure, branded environment.
Make a decision about Assembly
- Already use it? Add Assembly to Stack Autopsy — check cost, overlap and safe cancellations.
- Thinking about buying it? Ask AI Advisor — compare fit, alternatives and trade-offs.
- Want to leave it? Find a replacement — see feature losses and migration risks.
Pricing
- Starter: $59 per month. Includes 1 user, 50 clients, 100 automation tasks per month, CRM, client portal, messaging, invoicing, project management, file sharing, embeds, app store access, and standard support.
- Professional: $189 per month. Includes 3 users (+$49 per extra), 500 clients, 1,000 automation tasks, all Starter features, custom domain/email, multi-company, API/Zapier/Make, custom apps, low fees, priority support, and onboarding.
- Advanced: $499 per month. Includes 5 users (+$79 per extra), unlimited clients and tasks, all Professional features, branding removal, client access controls, HIPAA with BAA, MFA enforcement, priority support, and onboarding.
- Enterprise: Custom pricing. Includes unlimited users, clients, and tasks, all Advanced features, sandbox workspace, success manager, technical advisor, Slack channel, and enterprise support.
Features
- Client Portal: Provides a branded, unified experience for clients to connect, pay, and share files in one place.
- CRM and Billing Tools: Centralizes client relationship management with AI assistance for more efficient back-office operations.
- Integration Capabilities: Offers seamless integration with existing business tools and supports custom apps through a flexible API.
- AI Assistant: Acts as a smart copilot to enhance client interactions with advanced automation and insights.
Use cases
- Accounting & Bookkeeping Firms: Utilizing Assembly for efficient client management and billing processes.
- Marketing Agencies: Employing the platform to streamline client communications and project management.
- Consulting Firms: Leveraging the tool for seamless contract management and client onboarding.
- Law Firms: Using Assembly to securely manage client documents and communications.
- Uncommon Use Cases: Embraced by real estate agents for managing client interactions; Adopted by tech startups for organizing customer data and communication.