Assembly Description

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

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Pricing

Pricing Starts At:
$39 per month
Free Trial:
Yes

Integrations

API:
Yes, Assembly has an API
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Company Details

Company:
Assembly
Year Founded:
2020
Headquarters:
United States
Website:
assembly.com

Media

Assembly Screenshot 1
Assembly Screenshot 1 Assembly Screenshot 2
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Assembly Features and Options

Document Management Software

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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