Walk new clients through a multi-step onboarding flow — welcome, identity, goals, timelines, and file upload — with progress saved so they can return later.

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

• Five-step onboarding that auto-saves and reopens on the step the client left off at

• Dashboard tracking who's completed, in progress, stalled, or not started, with progress bars and filters

• Automatic stalled-after-7-days flagging, with internal notifications and a reopen action

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

Accounting, Legal, Consulting, and Marketing firms running onboarding workflows.