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(updated 12/2025)
Assembly vs. Dubsado
While both Assembly and Dubsado both offer client management portals, Assembly's client portal experience is easier to configure and works for larger professional service firms. If you’re looking for a elegant client experience for your growing business, Assembly is the better choice.
- Assembly has a superior branded client portal experience.
- Assembly is easier and faster to set up.
- Assembly offers deeper automations and third-party integrations.
- Assembly works better for scaled up and enterprise businesses.
- Assembly is HIPAA compliant.
Assembly
4.8
G2 score
Dubsado
4.3
G2 score
What do customers say?
While Dubsado is the cheaper option, Assembly is easier to use and has more features and flexibility to customize to your business in the long term.
Ease of Setup
Ease of Use
Overall Requirements
Assembly delivers a modern, collaborative client portal with real-time messaging and seamless communication
Assembly gives clients a branded, white labeled portal for seamless two-way communication, document signing, payment processing, and live project tracking. The platform is built for proactive client engagement with mobile optimization and your firm's complete branding. Dubsado's client portal handles contracts and invoices but lacks real time messaging, forcing clients to rely on automated emails and creating friction when they need quick answers.
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Secure client portal | | |||
Document sharing & uploads | | |||
eSignature capabilities | | |||
Mobile-optimized experience | | |||
White-labeled branding | | |||
Custom domain (yourfirm.com) | | |||
Client-facing help center | | |||
Productized services storefront | | |||
Real-time two-way messaging | | Clients can proactively message your team anytime, creating fluid communication like texting but more secure | Communication happens through automated emails and canned responses—no live chat within portal | |
Magic-link access | | Low-friction access via secure links without requiring login for specific actions | Requires client login with credentials each time | |
Client self-service actions | | Clients can initiate tasks, upload files, and take action proactively | Clients primarily respond to firm requests rather than self-serve | |
Unified communication history | | All messages, files, and payments in one threaded conversation per client | Communication scattered across emails, forms, and portal comments |
Assembly offers an intuitive setup that gets you running in minutes, not days.
Assembly is designed for quick deployment with prebuilt templates and guided onboarding that lets you create client portals, payment workflows, and contracts within minutes. The interface is modern and straightforward, minimizing the learning curve for both your team and clients. Dubsado requires extensive configuration time, with users frequently reporting days or weeks spent setting up workflows and automations through a dated interface where features are buried in settings.
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Pre-built templates | | |||
Drag-and-drop form builder | | |||
Contract templates | | |||
Invoice templates | | |||
Email templates | | |||
Help center & documentation | | |||
One-click service provisioning | | |||
Setup time | | Minutes to hours - intuitive interface with guided onboarding | Days to weeks - steep learning curve with complex workflow setup | |
Interface design | | Modern, clean UI with logical navigation | Dated interface with features buried in multiple menu levels | |
Team onboarding |
| | New team members can start working immediately with minimal training | Requires significant training and help documentation review |
Client onboarding complexity |
| | Simple magic-link invitations with no required account creation | Clients must create accounts and navigate multiple steps |
Workflow builder intuitiveness |
| | Visual, straightforward automation builder | Complex workflow system that requires technical patience and multiple attempts |
Assembly offers deeper integration flexibility with an open platform approach
Assembly was built platform first with a comprehensive REST API, native webhooks, and seamless integrations with Zapier, Make, and 100+ third party tools, allowing you to embed existing business tools directly into your client portal and build custom apps for unique workflows. The Assembly App Store provides additional prebuilt integrations. Dubsado offers workflow automation and integrates with payment processors and accounting software, but lacks the open platform capabilities and embeddable app functionality that allow firms to create truly customized client facing experiences.
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Workflow automations | | |||
Zapier integration | | |||
Payment processor integrations | | |||
QuickBooks integration | | |||
Google Workspace integration | | |||
Automated reminders | | |||
Direct support for Make (Integromat) | | |||
ClickUp integration | | |||
Public API documentation | | |||
App Store | | |||
Full REST API | | Comprehensive API for clients, companies, messages, files, forms, and more | Limited API focused on basic data sync | |
Native webhooks | | Native webhooks for many events - trigger actions in real-time across your tech stack | Zapier-dependent for most automation triggers | |
Embeddable apps | | Embed Airtable, Calendly, dashboards, and other tools directly into your client portal | No embed functionality - integrations are backend only | |
Custom app development | | Build custom apps on Assembly's flexible API and development platform | Limited to Dubsado's existing features | |
Visual automation builder | | Intuitive no-code builder for client workflows | Complex automation setup requiring multiple test runs |
Assembly scales seamlessly with robust team collaboration tools and unlimited client capacity
Assembly scales seamlessly with unlimited client access, granular permission controls, and robust team collaboration features including real time messaging, @mentions, and activity tracking. The platform supports sophisticated multi brand management and comprehensive reporting without hitting feature caps as you grow. Dubsado's collaboration tools are limited to basic task assignments and internal notes, with a permission system that doesn't scale well beyond small teams and reporting capabilities that provide only basic financial summaries.
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Team collaboration | | |||
Task assignment | | |||
Internal notes | | |||
Activity tracking | | |||
Multi-brand management | | |||
File organization | | |||
@mentions for collaboration | | |||
Real-time team chat | | |||
Team permissions | | Granular role-based permissions with custom access controls | Basic permission levels with limited customization |
Assembly offers transparent, all-inclusive pricing with better value as you scale
Assembly offers flexible pricing options designed to grow with your business, providing core features at an accessible entry point and allowing you to add more advanced capabilities as needed. This tiered approach provides clarity and allows businesses to scale their operations efficiently. In contrast, Dubsado's pricing structure may require users to move to a higher tier sooner to access essential tools, which could potentially impact budgeting for growing businesses.
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Client portal included | | |||
Contracts & eSignatures | | |||
Payment processing | | |||
Invoicing & billing | | |||
File sharing | | |||
Form builder | | |||
Free trial available | | |||
HIPAA compliance | | |||
AI Assistant | | |||
Workflow automation included | | All plans include full automation capabilities | Only Premier plan ($40/mo) - not available on Starter | |
Starting price point | | $39 per month when billed annually (or $59 per month when billed monthly) | $20 per month when billed annually (or $30 when billed monthly) |