96Tasks
Project tracker
Milestones and progress per engagement
A case status portal for your clients
Provide timely legal case status updates to clients in one place.
Start for free. No credit card required.
A branded, always-current status page for each case or matter, so clients can see where things stand without emailing you.
Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.
Key Features
Define one workspace-wide stage process and move every case forward on a kanban board
Clients get a plain-language status page: current stage, progress, latest update, and what happens next
Per-update notify toggle that sends both in-product and email updates
What you can customize
Branding, colors, and your own domain
Fields, sections, and the steps clients see
Automations, reminders, and notifications
Access and permissions per client or team
Perfect for
Legal, Healthcare, and Financial services firms running trackers workflows.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the Case Status template
Start from this template for free and make it yours in minutes. No credit card required.