Client Engagement Dashboard
Monitor client engagement by department
Start for free. No credit card required.
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
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.
Start with the Client Engagement Dashboard template
Start from this template for free and make it yours in minutes. No credit card required.