Assembly - Create Outstanding Client Experiences

Assembly is an AI-powered platform designed to enhance client experiences for professional service firms. It offers a comprehensive client portal that allows for seamless client management, invoicing, and communication. The platform is tailored for various industries, including accounting, consulting, law, and real estate, providing tools that streamline operations and improve client interactions.

1. Client Portal

   A branded client portal that unifies the client experience, allowing clients to connect, pay, and share files in one place.

2. Client Management

   Tools for managing client relationships, including CRM and billing functionalities that enhance organization and efficiency.

3. Integration Capabilities

   Easily integrate with existing business tools or create custom applications using a flexible API, ensuring compatibility with various software.

4. Automated Onboarding

   Streamline client onboarding processes, making it easier to sign contracts and send necessary documents.

5. Invoicing and Payments

   Send invoices and create subscriptions with one-click payments, simplifying the billing process for both clients and service providers.

6. Security Features

   Enterprise-grade security measures are built into the platform from day one, ensuring client data is protected.

7. AI Assistance

   An AI assistant that aids in managing client interactions, making communication more efficient and effective.

1. Start by signing up for a free trial on the Assembly website to explore the features.
2. Customize your client portal to reflect your brand and improve client engagement.
3. Utilize the integration options to connect Assembly with your existing tools for a seamless workflow.
4. Take advantage of the automated onboarding features to enhance the client experience from the start.
5. Regularly review the invoicing and billing features to ensure efficient payment processing.

What is Assembly?

Assembly is an AI-powered platform that helps professional service firms create remarkable client experiences through a comprehensive client portal and management tools.

How does Assembly improve client interactions?

Assembly streamlines communication, invoicing, and document management, allowing firms to provide a cohesive and efficient experience for their clients.

Can I integrate Assembly with my existing tools?

Yes, Assembly allows for easy integration with existing business tools and offers a flexible API for custom applications.

What industries can benefit from Assembly?

Assembly is designed for various industries, including accounting, consulting, law, marketing, and real estate, making it versatile for different professional service firms.

Is there a trial period for Assembly?

Yes, Assembly offers a 14-day free trial with no credit card required, allowing users to explore the platform's features before committing.

Price data is not available yet, please go to the official website to check.

1. Assembly effectively combines various functionalities into a single platform, making it a valuable tool for professional service firms looking to enhance client experiences.
2. The integration capabilities are a significant advantage, allowing firms to customize their workflows and utilize existing tools.
3. While the platform offers robust features, some users may find the initial setup and customization process to be time-consuming.
4. Continuous updates and improvements to the AI assistant could further enhance user experience and efficiency.
5. Overall, Assembly is a strong choice for firms seeking to modernize their client interactions, though it may require some investment in time to fully leverage its capabilities.