Documents
3 files
Document collector
Requested docs with upload checklist
Conditional forms
Smart forms that adapt to each answer
Start for free. No credit card required.
Build smart intake forms that show and hide questions based on earlier answers, so clients only see what's relevant to them.
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
Drag-and-drop builder with text, dropdowns, dates, checkboxes, file uploads, and signatures
Send forms by shareable link or email; both clients and external companies complete them securely
Track submissions in real time — submitted, pending, incomplete — and export completed responses as formatted PDFs
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
Legal, Healthcare, Accounting, and Financial services firms running onboarding 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 Conditional forms template
Start from this template for free and make it yours in minutes. No credit card required.