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The goal: give clients a polished, intuitive place to work with your business, while giving your internal team a consistent, scalable way to manage each relationship.
This guide is for teams preparing to introduce their client experience to existing or new clients. It focuses on rollout strategy and readiness — not the individual steps required to configure each feature. For those, follow the links to the relevant configuration articles as you go.

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Your rollout at a glance

Each phase depends on the one before it, and skipping ahead is where most rollouts run into trouble. Importing before your contact fields exist means remapping later, and launching before you test means your clients find the gaps first.

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What’s in this guide

Plan the client journey

Map the experience you want clients and your team to have before you build anything.

Build and migrate

Brand, apps, data structure, imports, workflows, and access.

Test and launch

Validate the full experience, then invite clients in manageable groups.

Reinforce adoption

Make Assembly the primary place your team and clients work together.