Audience
Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration
About Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.
Other Popular Alternatives & Related Software
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
Learn more about FileInvite
GreenOrbit
With over 25 years of experience, we understand leaders' frustrations with overly complicated and expensive solutions. Our easy, out-of-the-box software helps you handle core business functions and streamline internal processes.
A GreenOrbit intranet will:
- Reduce friction by bringing everyday tools into a single seamless experience – giving your users the social and collaborative features they need without the distractions of platform-switching.
- Provide hybrid and remote workers with a digital tool to overcome disconnection and promote culture.
- Offer a secure, scalable, and reliable cloud-based platform.
- Increase productivity by providing access to relevant information and tools in a centralized location, reducing the time and effort required to find and discover
We believe an intranet should equip you to get your company going — not hold you back.
Learn more about GreenOrbit
Noodle
Noodle is the all-in-one enterprise platform that removes the stress of working across emails, file servers, task managers, spreadsheets, chats, meetings, etc.
Teams that use their Noodle communicate better and are more productive. Your people will see where everything is, understand what everyone is working on, all while improving the company culture.
Features
Cloud or On-Premise Options
Fully Customizable Design
Build Sites in Minutes
Regularly Updated With New Features
Flexible Password Controls
Drag and Drop Features/Post
Track Views of Content
Unlimited Colors/Skins
Create Polls/Surveys
Sync with Active Directory
11 Supported Languages
Built In Block Text Editor
Follow Co-Worker’s Statuses
Create Custom Workflows
Embed Video and Photos
Easily Archive Content
Video Conferencing
Build E-Forms and Reports
Merge Multiple Calendars
Optimized For Speed
All Applications Included
View Personal User Statistics
Personal Digital Workspace
Etc
Learn more about Noodle
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size.
Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence.
Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing.
Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal.
Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.
Learn more about Onehub
Pricing
Starting Price:
$29 per month
Pricing Details:
Free plan available (5 active contacts, 1 internal user, 3 apps). Starter $29/mo, Professional $99/mo, Advanced $499/mo billed annually ($49 / $139 / $599 monthly). Enterprise from $2,000/mo. Extra apps $5/mo, extra build credits $0.60 each.
Free Version:
Free Version available.
Company Information
Assembly.com
Founded: 2020
United States
assembly.com
Videos and Screen Captures
Other Useful Business Software
Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
Assembly Frequently Asked Questions
Q: What kinds of users and organization types does Assembly work with?
Assembly works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Assembly support in their product?
Assembly supports these languages: English.
Q: What kind of support options does Assembly offer?
Assembly offers support via phone support and online.
Q: What other applications or services does Assembly integrate with?
Assembly integrates with: Airtable, Calendly, ClickUp, Google Drive, Dropbox, Figma, Google Analytics, Google Docs, Google Forms, Google Sheets, HubSpot CRM, Make, Looker, monday AI work platform, Notion, Microsoft OneDrive, QuickBooks Online, Miro, Slack, Stripe, Trello, Xero, YouTube, Zapier, and Zoom and more.
Q: Does Assembly have an API?
Yes, Assembly has an API.
Q: What type of training does Assembly provide?
Assembly provides training in the form of documentation, live online, and videos.
Q: How much does Assembly cost?
Pricing for Assembly starts at $29 per month.
Q: What pricing for support is available for Assembly?
Assembly offers support included with purchase.
Q: What pricing for training is available for Assembly?
Assembly offers training included with purchase.
Assembly Product Features
CRM
Document Storage
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Task Management
Supported
Calendar/Reminder System
Not Supported
Call Logging
Not Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Social Media Integration
Not Supported
Territory Management
Not Supported
Document Management
Access Controls
Supported
Collaboration Tools
Supported
Document Assembly
Supported
Document Delivery
Supported
Electronic Signature
Supported
Forms Management
Supported
Archiving & Retention
Not Supported
Compliance Tracking
Not Supported
Document Archiving
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Indexing
Not Supported
Document Retention
Not Supported
Email Management
Not Supported
File Recovery
Not Supported
File Type Conversion
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Not Supported
Portal
Chat
Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
