Make secure, white-labeled customer portals
Impress clients with a modern customer experience that streamlines onboarding, communication, and payments in your own branded client portal.
Give your clients a one-stop shop experience
Assembly’s white-labeled client portal delivers a delightful, integrated customer experience, with instant chat messaging, file sharing, eSignature contracts, invoicing, and more — managed in one place.
Integrate with tools you already use
Embed services you already use with clients, from dashboard visualization tools to task management apps, and consolidate your client experience into one place.
Polished, branded client portals
Provide clients with an elevated, white-labeled, and professional experience with client-facing software that perfectly reflects your brand. Assembly makes it simple to build functional, branded agency client portals your customers will love.
Theme customization
Customize your brand assets, typography, colors, and authentication experience.
Customize your brand assets, typography, colors, and authentication experience.
App and sidebar customization
Manage the order and visibility of tools you share with clients.
Custom domain and email domain
Maintain brand consistency with a custom subdomain for your portal on your site.
Don’t force clients to remember another password or fumble with links. Assembly cuts the friction with passwordless authentication and lets clients reply by email, so they never have to log in just to connect with you.
Google SSO & Magic links
Once you create a client, you can instantly send invoices, forms, contracts, and more, allowing clients to complete actions seamlessly without a password.
Reply via eMail
If you message clients from the Assembly Dashboard, they’ll get an email notification and can reply directly from their inbox — no portal needed.
More than just a client portal
Invoicing
Create invoices for your clients to pay via credit card or ACH.
Automations
Set up workflows that connect invoicing with contracts, messaging, forms, and more.
Subscriptions
Automate recurring payments and billing cycles for predictable revenue
File-sharing
Share files and documents securely with easy client access and permissions.
Tasks
Manage tasks seamlessly across your team and clients in one place
Security
Keep data safe with enterprise-grade security, SOC2, and HIPAA compliance.
CRM
Manage client relationships and track every interaction in one hub.
Forms
Create custom intake forms to collect and organize client information efficiently.
Contracts
Send professional agreements with built-in eSignatures for faster approvals.
Professional client portal software for modern businesses
Try for free for 14 days, no credit card required.
Frequently asked questions
What is a client portal?
A client portal is a secure, online hub where businesses and their customers can communicate, share files, manage billing, and collaborate in real-time. Instead of using email, file-sharing, and various payment softwares, a client portal centralizes client communication into a single, branded environment—improving client experience, boosting efficiency, and ensuring data security. Assembly’s client portal software offers a comprehensive client experience and integrates seamlessly with your website and existing workflows.
What features should I consider when choosing a client portal software?
When selecting client portal software, look for features that enhance security, user experience, and business efficiency. Key features to prioritize include:
- Secure messaging and file sharing
- Custom branding and white-labeling
- Integrated billing and e-signatures
- Client onboarding workflows
- Automations and integrations
- Mobile accessibility Assembly offers all of the above in a beautifully designed, all-in-one platform built for modern client experiences.
What makes Assembly’s client portal unique compared to others?
Assembly stands out by offering a fully customizable, no-code client portal that combines sleek design with powerful functionality. Unlike generic portals, Assembly includes: • White-labeled branding, including custom domains and colors • Modular apps like messaging, billing, forms, and help desks • Seamless integrations with tools like Stripe, Zapier, and Airtable • Enterprise-grade security, including SOC 2 compliance and optional HIPAA compliance Assembly is built to elevate your client experience and scale with your business.
Can Assembly's client portal be white-labeled?
Yes, Assembly offers complete white-labeling options on Advanced and Professional plans. You can customize your client portal with your own logo, brand colors, and domain (e.g., portal.yourcompany.com), creating a fully branded experience that feels like an extension of your business. White-labeling enhances professionalism and builds trust with your clients.
Is Assembly a no-code client portal or do I have to program?
Yes, Assembly is a true no-code client portal platform. You don’t need any technical expertise or programming skills to set up, customize, or manage your portal. With an intuitive drag-and-drop interface and pre-built apps, you can launch a branded client experience in minutes—no developers needed.
Does Assembly offer a secure client portal?
Yes, Assembly’s client portal software offers enterprise-level data privacy and security for your client communications. Our platform is compliant with HIPAA, SOC 2, CCPA, and GDPR. For up to date reports on Assembly security compliance, visit our Trust Center.
Does Assembly offer a HIPAA-compliant client portal?
Yes, Assembly offers a HIPAA-compliant client portal option for organizations handling sensitive health data. With robust security infrastructure, audit controls, and custom administrative permissions, Assembly helps you meet HIPAA requirements while maintaining a user-friendly experience for your clients. For up-to-date proof of our compliance, visit our Trust Center.