Assembly
Assembly is an AI-powered platform designed for tech-enabled professional service firms to centralize client experiences.
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Assembly is an AI-powered platform designed for tech-enabled professional service firms to centralize client experiences. It provides a branded client portal that integrates tasks, payments, and communication, backed by an AI assistant that understands full client context to streamline back-office operations. Target users include consulting, accounting, and legal firms seeking to improve retention and automate workflows. Pricing details are not publicly listed, requiring contact with sales for access.
Key features
- Branded client portal
- AI assistant for client context
- Invoicing and eSignatures
- Business tool integrations
Pricing
Use cases
- Client onboarding automation
- Centralizing client communication
- Streamlining contract signatures
Who it is for
Professional service firms
Integrations
StripeQuickBooksSlackGoogle CalendarZoomOutlookHubSpotSalesforceZendeskNotion
Tags
API
How we verified this
Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.
Last verified 09/10/2026Verified sources: 1
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