Flexible customer portal software for tech firms
Integrate a fully custom client-facing customer portal, with out-of-the box billing, notifications, messaging, and eSignatures, and integrate with custom applications via API.
Your clients deserve a better experience.
Give them a truly custom portal that fits their needs and yours.
Branding
Create personalized online invoices and let clients checkout on a custom domain.
Client portal
Give clients access to messages, contracts, files, and more.
Client onboarding
Save time with automatic onboarding using custom forms and messages.
Forms
Create custom intake forms to collect and organize client information efficiently.
Contracts
Send professional agreements with built-in eSignatures for faster approvals.
Messaging
Communicate with clients through secure, centralized channels
Reminders
Automate payment reminders to keep clients on track and minimize overdue invoices.
Security
Keep data safe with enterprise-grade security, SOC2, and HIPAA compliance.
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
Explore the client experience.
If you’d like to see what the user experience can be like for your clients, you can create a client account in a demo portal we have set up. We’ve customized this demo portal to highlight some of the features that are most relevant.
Integrate with no-code workflow tools
Extend your capabilities easily by building custom applications on our API, or use no-code solutions like Make & Zapier to connect to thousands of 3rd party applications.
Develop on a flexible platform for customer experience.
Try Assembly for free for 14 days, no credit card required.