Assembly
Assembly: A broad client portal suite covering intake, collaboration, billing, and integrations. Ranked #14 of 43 in Legal Client Portal Software by our editors (7.5/10); pricing: Free plan; best for firms wanting the broadest value.
At a glance
- Editor score7.5 / 10
- PricingFree plan
- Best forFirms wanting the broadest value
- Free planYes
- Paid from$29/mo
- Facts checked23 Sep 2026
Where it wins
- Branded portals with custom domains and client-facing apps
- Intake, file sharing, messaging, tasks, eSignatures, and payments
- Zapier, Make, Airtable, Calendly, API, and MCP integrations
Where it doesn't
- Free plan supports only 5 active contacts
- Both listed plans include 1 internal user
- Starter pricing is shown with annual billing
Our verdict on Assembly
Assembly is a client portal and customer-experience platform for professional service firms. It brings branded or white-labeled client workspaces together with onboarding checklists, intake forms, file uploads, secure sharing, messaging, tasks, contracts, eSignatures, invoicing, payments, subscriptions, and CRM capabilities. Firms can also create client-facing or internal workflow applications with its AI app builder. The product is available through web and API access, with client authentication via magic links or Google.
Its pricing structure gives smaller teams a way to start without a subscription. The Free plan is free forever and includes 5 active contacts, 1 internal user, 50 build credits per month, CRM, client experience, app builder, messaging, billing and payments, plus community support. Starter costs $29 per month when billed annually and expands the allowance to 50 active contacts and 200 build credits per month. It also adds an API and MCP connector and email support. The listed internal-user limit remains 1 on Starter, which matters for firms expecting several staff members to manage the portal.
Assembly fits firms that want more than a document-sharing portal, particularly those combining client intake, work tracking, billing, and branded communication in one workspace. Custom domains, custom email domains, embedded third-party tools, Zapier, Make, Airtable, Calendly, API, and MCP connections support a wider workflow ecosystem. It is less suitable for a firm that needs many internal users within the listed plans or only wants a narrowly focused portal for file exchange. Firms wanting a broad client-experience layer with application-building options should consider Assembly; smaller pilots can begin on Free, while growing contact needs point toward Starter.
Your product? Our editors can test Assembly in depth and publish a review, labelled as paid · from $149/mo →
Assembly pricing
All 2 Assembly plans and prices →
Assembly fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $29/mo |
| Client messaging | Not verified |
| Secure document exchange | Not verified |
| Electronic signatures | Not verified |
| Online client payments | Not verified |
| Client intake forms | Not verified |
| Matter status updates | Not verified |
| Deployment | Cloud, Desktop |
| Platforms | Web, Windows, macOS |
| Compliance & security | SOC 2, GDPR, HIPAA, 2FA |
| Support | Email, Community, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 1,000+ integrations: Zapier, Make |
| Pricing | Free plan (source) |
| Website | assembly.com |
| Facts checked | 23 Sep 2026 |
Assembly integrations
Assembly lists 1,000+ integrations on its own site — the 2 named here are the ones its pages call out.
- Zapier
- Make
Alternatives to Assembly
- HighQA document-focused legal workspace with portals, controls, automation, and AI analysis.8.8
- FilevineA full legal operations suite for firms that need portal, matter, billing, and intake tools.8.7
- Clio for ClientsA free client portal for Clio firms, with messaging, documents, billing, and matter updates.8.6
See all Assembly alternatives →
Also Ranked In
Assembly is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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