Your client experience

The client experience is the client-facing side of Assembly. It’s a separate URL from the Dashboard, branded with your workspace identity, and only signed-in clients can see it. Each app that’s set to be visible to clients shows up here.

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How clients reach it

Your client experience lives at your-workspace.assembly.com by default. If you’ve connected a custom domain, it lives there too — portal.yourfirm.com is a common pattern. Either URL works for clients. Both deliver the same client experience.

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What clients see

Each client sees only their own data. If you’ve messaged John and Jane separately, John sees John’s messages and Jane sees Jane’s. There’s no admin view, no shared queue, no other clients in the sidebar. The client experience is sliced per-client. For companies, the slice is per-company. Multiple clients at the same company see the same data — the same invoices, the same shared apps. This is the difference between client-level and company-level scoping, which the app builder asks about when you build a client-facing app.

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How custom-built apps render in the client experience

When you build a client-facing app, the app builder generates a third view alongside the team views — a client-facing surface that appears in the client sidebar. The client experience version is usually visually distinct from the Dashboard version. It’s simpler, more focused, designed for the specific things a client does. The app builder handles this differentiation by default; you can shape it further when you iterate.

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Previewing it

The client experience is a separate signed-in surface for a separate user type. To see what your clients see, open the CRM, click the menu on a client’s row, and choose Sign in as client. See Preview the client experience for the setup.

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Custom domains

Connecting your own domain is the single biggest change you can make to how clients perceive the client experience. Without it, your clients see assembly.com in the URL bar. With it, they see your domain.