Assembly review
A broad client portal suite covering intake, collaboration, billing, and integrations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Assembly pros and cons
- 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
Assembly fact sheet, pricing and score →
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