A modern client portal for marketing agencies

Assembly consolidates the patchwork of tools most agencies use to manage clients — things like Google Drive for file sharing, DocuSign for contracts, Stripe or QuickBooks for billing, and email or Slack for client communication. Instead of sending clients to five different platforms, you give them one branded portal where they can access files, sign contracts, pay invoices, message your team, and complete tasks.

Yes. You can embed any web-based reporting tool directly into your client portal — including Looker Studio, Databox, Google Analytics, and social media dashboards like Metricool. Each client only sees their own embedded reports, so you can tailor the portal experience by account. This means clients can check campaign performance anytime without emailing you for updates.

You can fully white-label the client experience with Assembly. You can add your own logo, brand colors, and connect a custom domain (like portal.youragency.com) so clients experience it as your own platform. All client-facing emails and notifications can be set up to come from your brand.

Yes! With Stores, you can create recurring and one-time service packages that clients purchase directly — no back-and-forth needed. Make your store public or keep it exclusive to your portal. And since Assembly is a fully integrated platform, every purchase can automatically kick off workflows — form requests, task assignments, messages, and more — so selling a service and delivering it become one seamless experience.

Assembly’s client portal is designed to be as simple as checking email. By default, the client experience is completely passwordless — clients receive magic links that authenticate them instantly when clicked, so there’s no password to remember or reset. Once inside, everything they need — messages, files, invoices, tasks — is in one place. There’s no software to download, and you can customize the portal layout so only the most relevant tools are visible. You can also send automated reminders to keep clients engaged and coming back.

Assembly includes a built-in Tasks app designed for client-facing work. You can assign tasks to internal team members and tie them to specific clients, or assign tasks directly to clients for things like approvals, content reviews, and asset delivery — so nothing falls through the cracks between your team and theirs.

Many agencies also connect their existing project management tools — like ClickUp, Asana, or Monday.com. That way, your team keeps working where they're comfortable while clients get a clean, organized experience in their portal.

Assembly is built as an open platform — and it shows. We offer the most comprehensive API in the client portal space, with full Zapier and Make support that includes more triggers and actions than any comparable tool. If you can dream up an automation, you can probably build it.

For tools your clients need to see — like Looker Studio dashboards, Google Analytics, Databox reports, or really anything that supports embedding — you can embed them directly into the portal. Embeds can be configured per client or applied to groups of clients that meet certain criteria, and you can set query parameters programmatically so each client sees only their own data.

Assembly also includes direct integrations with tools like QuickBooks, Xero, Dropbox, and many others.

And if you need something custom, Assembly's Custom App platform lets you build tailored integrations — or you can tap into our Experts Marketplace to have someone build it for you.

Assembly’s pricing is simple and designed to scale with you. The Starter plan begins at $39/month and includes all core features — portal, messaging, billing, contracts, tasks, files, forms, and more. As your team and needs grow, you can seamlessly move to Professional ($149/month) or Advanced ($399/month) for extras like advanced permissions and audit logs. Importantly, you’re never charged per client, so you can add as many clients as you need without increasing your cost.

These tools overlap with Assembly in some areas but serve different primary use cases. Wayfront (formerly SPP) is built specifically for productized service agencies that sell fixed-scope packages. It’s strong at order management and checkout flows, but charges $99–$249/month with per-seat fees ($18–$20/seat) and locks API access behind a $240/month add-on. ManyRequests focuses on design agencies with request-based workflows and proofing tools, but restricts white-labeling to its $399/month Pro plan and caps file uploads at 10GB. AgencyHandy offers aggressive entry pricing starting at $19/month with white-labeling included, but is a newer platform with less depth in integrations and reporting.

Assembly takes a different approach. Rather than focusing on order intake or request queues, Assembly is built around the client experience — giving each client a branded portal where they can access dashboards, files, messages, invoices, tasks, and contracts in one place. Key differences include: no per-client fees at any tier, a public API and webhooks included as standard (not a paid add-on), the ability to embed live reporting dashboards like Looker Studio or Databox directly into the portal, and passwordless magic link authentication that drives higher client adoption. If your agency’s priority is consolidating client-facing tools and making reporting and communication seamless, Assembly is purpose-built for that.