Assembly is now available in ChatGPT, Claude & more! Try our MCP

      • You get
        • icon
          Client portalDeliver a branded client experience
        • icon
          Client managementCRM and billing tools
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          An extendable platformIntegrate with any software
      • You can
        • Automate client onboarding
        • Sign and send contracts
        • Sell productized services
        • Invoice and get paid
        • Share secure files
        • Improve client communication
      • Industries
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          Accounting & Bookkeeping
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          Marketing Agencies
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          Consulting Firms
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          Law Firms
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          Real Estate
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          Startups
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          Blog
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          Help Guides
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          What’s New
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          Find an Expert
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          Security
        • Assembly available in ChatGPT & Claude

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    • Customers
    • Pricing
    • Book Demo
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    • Products
      You get
      • menu-icon
        Client portalDeliver a branded client experience
      • menu-icon
        Client managementCRM and billing tools
      • menu-icon
        An extendable platformIntegrate with any software
      You can
      • Automate client onboarding
      • Sign and send contracts
      • Sell productized services
      • Invoice and get paid
      • Share secure files
      • Improve client communication
    • Solutions
      Industries
      • menu-icon
        Accounting & Bookkeeping
      • menu-icon
        Marketing Agencies
      • menu-icon
        Consulting Firms
      • menu-icon
        Law Firms
      • menu-icon
        Real Estate
      • menu-icon
        Startups
    • Resources
      • menu-icon
        Blog
      • menu-icon
        Help Guides
      • menu-icon
        What’s New
      • menu-icon
        Find an Expert
      • menu-icon
        Security
      • Assembly available in ChatGPT & Claude

        hightLight-image
        Read
    • Customers
    • Pricing
    • Book demo
    • Log in
    • Start Trial
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  • Start Trial

Definitions

Explore commonly used terms related to Assembly and service businesses

A

A/B Testing

Accounts payable

Accounts receivable

ACH

ACH Debit

Advance Payment

API (Application Programming Interface)

Audit Trail

Auto-renewal

Automated Workflows

B

Billable hours

Billing Cycle

Billing Model

C

Chargeback

Client Onboarding Software

Client Portal

Client Relationship Management

Client Retention

Consulting Agreement

Consulting Retainer Contract

Content Management System (CMS)

Contracts Automation

Cookie Tracking

Credit Note

Custom Domain

Customer Persona

D

Domain Authority

Due upon receipt

E

E-Signature

Embedded Payments

F

Free Trial

Freemium

G

GAAP Compliance

Gap Analysis

Grandfathered Pricing

I

Intake form

L

Landing Page Optimization

Late Payment

Lifetime Value (LTV)

Lookalike Audience

N

Net Terms

No-code Automation

P

Payment Gateway

Payment Processor

Productized Service

Professional Service Agreement

R

Retargeting

Role-Based Access Control

S

SEO (Search Engine Optimization)

SERP (Search Engine Results Page)

SLA (Service Level Agreement)

SOC2 compliance

Subscription

SWOT Analysis

T

Tiered Pricing

Time Tracking

TLD (Top-Level Domain)

Trial Period

U

Usage-based Pricing

UTM Parameters

W

Webhooks

White-label Client Portal

Create remarkable client experiences

  • Features

  • Client PortalMessagesInvoicingContractsTasksFilesFormsStores
  • Platform

  • Developer HomeCustom AppsAPI ReferenceAssembly on ZapierAssembly on MakeMCP
  • Company

  • JobsBrandPricingTermsPrivacyAI Policy
  • Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw FirmsDesigners
  • Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault
  • Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates ProgramLLM Info
  • Blog

  • Assembly in ChatGPT & ClaudeCopilot is now AssemblyHow to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How It Works
  • Features

  • Client PortalMessagesInvoicingContractsTasksFilesFormsStores
  • Platform

  • Developer HomeCustom AppsAPI ReferenceAssembly on ZapierAssembly on MakeMCP
  • Company

  • JobsBrandPricingTermsPrivacyAI Policy
  • Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw FirmsDesigners
  • Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault
  • Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates ProgramLLM Info
  • Blog

  • Assembly in ChatGPT & ClaudeCopilot is now AssemblyHow to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How It Works
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