Run a modern, tech-enabled consulting firm.
Differentiate your consulting firm with a white-label portal that gives your clients a one-stop shop to access dashboards, submit tickets, send messages, make payments, and more.
Deliver a delightful client experience.
Create a branded client portal to manage consulting clients at every stage of your relationship.
Assemble everything your clients need
Deliver a bespoke client experience with all features included at no extra cost.
Branding
Create personalized online invoices and let clients checkout on a custom domain.
Client portal
Give clients access to messages, contracts, files, and more.
Client onboarding
Save time with automatic onboarding using custom forms and messages.
Forms
Create custom intake forms to collect client information efficiently.
File-sharing
Share files and documents securely with easy client access and permissions.
Contracts
Send professional agreements with built-in eSignatures.
Messaging
Communicate with clients through secure, centralized channels
Reminders
Automate payment reminders to keep clients on track and minimize overdue invoices.
Security
Keep data safe with enterprise-grade SOC 2 and HIPAA compliance.
Your clients deserve better.
Try Assembly for free for 14 days, no credit card required.