A personalizable homepage for your clients

Fully customizable client portal homepage and dashboard that you can tailor to your industry.

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Rated 4.7 on G2 and 4.8 on Capterra

What's in the home template

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.

Personalized contentPersonalize the homepage with autofill fields and client-specific content.
Outstanding actionsSurface outstanding Actions — invoices, contracts, tasks, and forms — with direct links to complete them.
Versions per segmentBuild up to five segmented versions so different client groups see tailored content.
Your brandingBrand the page with a custom banner and background colors.

Add your template,
customize it, and publish

Home installing…3 of 4

Added to your workspace

Each client sees only their own

Fields and statuses set up

Ready to use as is

Step One:Add the template

It installs as a working app in your workspace that you can use as is.

Add a due date to each item and remind clients before it's due.

Step Two:Describe your changes

Tell the app builder what to change and it adapts the template to your business.

BrandmagesHomeMessagesFilesProposalsContractsInvoicesHome

Step Three: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.

Browse all 30+ templates

Document collectorRequested docs with upload checklist New client intakeScope, goals, budget, timeline Client onboarding wizardMulti-step onboarding flow with saved progress TasksAssign tasks to clients and team Conditional formsSmart forms that adapt to each answer Profile managerClients update their own details

Start with the home template

Start from this template for free and make it yours in minutes. No credit card required.