Product memo
Service businesses and professional firms use Assembly to manage clients, billing, and secure communication through a branded portal. It combines a CRM, invoicing, and contract management with eSignatures into one platform. This consolidates client interactions and document flows, replacing multiple tools with a single, secure hub.
For who
Service businesses and professional firms
Solves what
Client management, billing, and secure communication via a branded portal.
- Branded client portal
- AI-powered CRM
- Secure file sharing & payments
In their own words
Create remarkable client experiences
Get a branded client portal to manage clients, contracts, and billing in one place. Start for free, no credit card required.
Delight clients with a modern portal to connect, pay, and share files — all in one place.
Commercial cues
Model
subscription
Free tier
Yes
Trial
Available
Pricing Strategy
- • Per-user pricing for internal users scales costs with team growth.
- • Tiered plans with client limits segment the market by business size.
Operator context
Operating setup
Founded
Sep 2025
Platform
Web app
Audience
General
Social footprint
Tech stack
Builder Strategy
- Strategy Type
- Niche Specialist
- Stage
- Vc Growth
- Effort
- Small Team
About Assembly 2.0 Expand
Assembly offers service businesses and professional firms a unified platform for client management. It replaces disparate tools by integrating a client portal, AI-powered CRM, and invoicing with subscriptions.
The platform also handles contracts and eSignatures, alongside secure file sharing.