Skip to main content
Your client experience should feel intentional before a real client enters it. Review the entire experience — not only the configuration of each individual app.

​
Brand and domain readiness

Set your brand name, logos, imagery, font, sidebar colors, and accent color. See Customizations.
Configure your custom web domain and email domain, if applicable to your plan and rollout. See Custom domains.
Add a link to your client experience, or a log in link, to your website once the URL is final.
Changing your domain after launch may require clients to log in again. Finalize the client-facing URL before sending invitations whenever possible.

​
Home experience and app setup

Review the client-facing app list as a complete experience rather than app by app. Rename and organize apps using language your clients will understand — the first client-facing app in the sidebar becomes the default home experience, so choose it deliberately. See Organizing apps. The Client Home app is built for this role. It gives clients a dynamic homepage with your announcements and firm information, personalizes content using client data properties and custom fields, and can surface an Actions list of items needing their attention. Its Segments feature supports up to five Home variants per workspace, each shown based on custom field tag rules — which is how you deliver a different first screen to different client types without building separate apps.
Choose the intended home experience and place it first in the client-facing app order. See Client Home app.
Rename and organize apps using clear, client-friendly names and icons.
Remove or disable apps that are not part of the initial experience.
Make important resources, such as a welcome guide or onboarding overview, easy to find.
Customize your welcome messaging to explain what Assembly is, what clients can do there, and where they should begin.