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A personalizable homepage for your clients
Fully customizable client portal homepage and dashboard that you can tailor to your industry.
Start for free. No credit card required.
Overview
Assembly's Client Home is a dynamic homepage for your portal that greets clients with personalized content and surfaces the items that need their attention. Use it to share announcements, introduce your firm, and set expectations, then point clients straight to the actions they need to complete.
Key Benefits
Personalize the homepage with autofill fields and client-specific content.
Surface outstanding Actions — invoices, contracts, tasks, and forms — with direct links to complete them.
Build up to five segmented versions so different client groups see tailored content.
Brand the page with a custom banner and background colors.
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 Home template
Start from this template for free and make it yours in minutes. No credit card required.