Assembly vs OnBrio

Assembly9.4Visit OOnBrio9.0Visit

Higher score Assembly #1 in Customer Portal Software 9.4/10 Free plan Free plan✓ 5 of 5 features Visit Assembly

vs

O OnBrio #4 in Customer Portal Software 9.0/10 Free plan Free plan✓ 4 of 5 features Visit OnBrio

• Assembly fits best

  Teams wanting a full portal with a free plan

• OnBrio fits best

  Freelancers and agencies wanting a free starting tier

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Side by side

Feature	Assembly 9.4/10 Visit ↗	OOnBrio 9.0/10 Visit ↗
At a glance
Editor score	9.4	9.0
Ranking	#1 in Customer Portal Software	#4 in Customer Portal Software
Best for	Teams wanting a full portal with a free plan	Freelancers and agencies wanting a free starting tier
Pricing model	Free plan + paid	Free plan + paid
Starting price	$29/mo	$29/mo
Free plan	✓	✓
Free trial	—	—
Deployment	Cloud, Desktop	Cloud
Platforms	Web, Windows, macOS	Web
Support	Email, Community, Docs	Email, Phone
Compliance	SOC 2, GDPR, HIPAA, 2FA	GDPR, SSO/SAML
Integrations	1,000+ integrations	3 integrations
Built for	Solo, Small business, Mid-market	Solo, Small business, Mid-market
Features Assembly 5/5 · OnBrio 4/5
Request intake	✓ (best)	Not checked yet
Work tracking	✓	✓
File sharing	✓	✓
Custom domain	✓	✓
Single sign-on	✓	✓
Specs
Client user limit	50 users	Not checked yet
Our review
Pros	Branded portals cover onboarding, forms, files, messaging, and contracts Billing, payments, subscriptions, and eSignatures extend beyond basic portals Free plan plus Zapier, Make, API, and MCP connections support flexible adoption	Free Starter plan includes portals, proposals, invoicing, and time tracking Branded portals cover contracts, approvals, files, messages, and deliverables Agency and Studio plans add accounting sync, white-labeling, and API access
Cons	Free plan is limited to 5 active contacts and 1 internal user Starter has 1 internal user despite expanding to 50 active contacts Broad functionality may exceed the needs of teams wanting only file sharing	Custom portal branding and domains start on the Solo plan QuickBooks and Xero sync starts on the Agency plan API access is available only on the Studio plan
Our verdict	Assembly is a client portal and customer-experience platform for professional service firms. It brings branded and white-labeled client workspaces together with onboarding checklists, intake forms, file sharing, messaging, tasks,… Read the review →	OnBrio combines client portals with CRM, proposals, e-signatures, contracts, invoicing, project management, time tracking, automation, intake forms, and AI features. It is designed for freelancers, agencies, and consulting firms that want… Read the review →

Strengths and trade-offs

• Assembly — where it wins

  • Branded portals cover onboarding, forms, files, messaging, and contracts
  • Billing, payments, subscriptions, and eSignatures extend beyond basic portals
  • Free plan plus Zapier, Make, API, and MCP connections support flexible adoption

  Where it doesn't

  • Free plan is limited to 5 active contacts and 1 internal user
  • Starter has 1 internal user despite expanding to 50 active contacts
  • Broad functionality may exceed the needs of teams wanting only file sharing

• OnBrio — where it wins

  • Free Starter plan includes portals, proposals, invoicing, and time tracking
  • Branded portals cover contracts, approvals, files, messages, and deliverables
  • Agency and Studio plans add accounting sync, white-labeling, and API access

  Where it doesn't

  • Custom portal branding and domains start on the Solo plan
  • QuickBooks and Xero sync starts on the Agency plan
  • API access is available only on the Studio plan

• Assembly9.4/10 · Free plan

  A broad client portal with onboarding, billing, files, workflows, and a free plan.

  Visit AssemblyFull verdict →
• OOnBrio9.0/10 · Free plan

  A broad client portal workspace with a free tier and paid agency controls.

  Visit OnBrioFull verdict →