We’re excited to announce the Assembly Fall Release 2023, a collection of features we’re releasing today or shipped over the last few weeks. Log in with Google for clients One of our product principles at Assembly is to remove as much friction as possible for your clients. In line with that, today we rolled out Sign up and Log in with Google and enabled it for clients in all portals. Google authentication works seamlessly for new clients and also for clients that previously set up with an ema

We’re excited to launch Assembly Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and the rundown of new features. Also, don’t forget to join us for a live webinar where our experts will demo Assembly Automations. Why we built Assembly Automations When we first launched Assembly, we set to pro

We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a forms submission. Watch the product walkthrough A more powerful & intuitive design We’ve redesigned the Forms App for both internal and client users. For internal users, when you click into a form you’re now greete

We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to send messages, make payments, sign contracts, access custom apps, and more. We’re also thrilled to announce our $10M Series A round (covered by TechCrunch here) which enables us to create the best possible software to

We're excited to share details of the Assembly Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on! A revamped Assembly Admin The new Assembly Admin is out and you can access it by logging in on assembly.com. You'll see a refreshed look, faster loading speeds, improved search, and a better overview of everything important to your business. The client experience (i.e. , your por

Assembly is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.

Assembly is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.

From 1.0 to 2.0 We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a lot since then and couldn't be more excited about Knowledge base 2.0, our most important update yet. What's new in Knowledge base 2.0 A Powerful New Editor The Knowledge base now comes with a powerful rich text editor that lets yo