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Assembly is the platform for running your firm and serving your clients — CRM, client experience, ready-made apps, and an AI app builder that lets you describe a new app in plain English and have it built for you. No glue code, no separate auth system, no third tool for your clients to learn.

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What you can build

Client-facing apps

Onboarding checklists, request forms, knowledge bases. Your clients sign in to your branded client experience and use every app you add from one place.

Internal tools for your team

Pipeline trackers, team dashboards, request queues, internal checklists. Anything your team needs, available in the Assembly Dashboard.

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How Assembly is different

Today’s app builders are great for internal tools, websites, and one-off apps. But if you’re serving real paying clients, you don’t want a single isolated app. You want a unified, reliable, and polished client experience. Describe what you want — an onboarding wizard, an approvals workflow, a community space. The app builder generates an app that works with your existing contacts and team, respects your permissions, and integrates notifications. Every app deploys to your client experience, not as a standalone tool on a separate URL, but as a native part of it. And you don’t have to build everything yourself. Assembly comes with 30+ ready-made templates and an embed library that let you add features in a click — for client onboarding, project tracking, scheduling, and more.

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What’s already set up

A new workspace isn’t empty. When you sign up, Assembly:
  • Turns on four apps: Home, Messages, Files, and Payments. You don’t need to enable them.
  • Adds you as a test client, using your own email, so you can see the client experience exactly as your clients will.

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Getting started

The Getting started checklist in your Dashboard sidebar starts with two steps: preview the client experience, then add your first app. Read these pages in this order:
1

Preview the client experience

Sign in as your test client and see what your clients see. Preview the client experience
2

Add your first app

Add a ready-made template, or describe an app and have it built. Add your first app
3

Add your clients

Bring in your real clients, one at a time or from a CSV. This is Add contacts in the second checklist below. Add your clients
If you signed up from a template or a prompt, Add your first app comes first, since you’re already building it. Once the first two steps are done, a You’re on a roll card unlocks a second checklist, Set up your workspace. Its steps can be done in any order:
  • Add your branding. Opens Customization. See Customizations.
  • Add another app. Opens Add App with a template recommended for your workspace, or browse all templates.
  • Add contacts. Opens the CRM to add a contact or import a CSV. See Add your clients.
  • Get personalized guidance. Book a free call with an Assembly expert, or skip it. You can book anytime.
Skipping a step you’re not ready for (Do this later, or Skip for now on the call) still checks it off. When they’re all done, the checklist reads You’re all set.

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Learn more

Core concepts

The Assembly model — Dashboard, client experience, contacts, companies, apps.

Writing prompts

What makes a good prompt, what to leave out, and worked examples.

App templates

The full template catalog, and when to pick a template over a prompt.

Get help

Contact support, join the Assembly community, and send product feedback.