Larkspur DesignActive
David OkonkwoExpired
Data room
Securely share sensitive documents
Free customer knowledge base for agencies
Curate a branded knowledge base of resources for clients, with controls over who sees what.
Start for free. No credit card required.
Curate a branded library of guides and resources clients can search on their own, with controls over who sees what.
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
Documentation-style library clients browse by topic, with search across the catalog
Publish documents, guides, and recordings; drafts stay hidden until you're ready
Manage everything from a slide-in drawer: upload or link, set type and topic, publish, archive
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
Education, Consulting, Healthcare, and Financial services firms running knowledge base workflows.
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 Helpdesk template
Start from this template for free and make it yours in minutes. No credit card required.