Assembly is the AI-powered customer experience platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded client portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients.
“I really like how smooth it is and intuitive for our clients to use. Our approach definitely puts us in the top tier for client care among estate planning firms. ”




Read Assembly Reviews, Testimonials & Customer References from 10 real Assembly customers.
Browse Assembly Case Studies, Customer Success Stories, & Customer References from 8 businesses that use Assembly.