Track how engaged every client is from their activity level, and get alerted when someone goes quiet, before they churn. Works with native Assembly apps like messages, files, forms, invoices, contracts, and tasks.

This app is a ready-to-use, remixable template. Want the app to do something else? Ask the Assembly app builder to adapt the layout, fields, and flow to your firm, then publish it to your client portal in minutes.

Key Features

• Engagement dashboard with churn risk scoring and 12-week activity trends

• Configurable thresholds with presets and a live preview of what would change

• Detail view: activity chart, app usage breakdown, most active people, AI summary

• Review workflow: mark reviewed, add notes, schedule follow-ups, keep the history

• In-product alerts when an account goes quiet, drops sharply, or a follow-up is due