Brand_guide.pdf754 KB
Client resource library
Branded guides and resources for clients
Data room
Securely share sensitive documents
Start for free. No credit card required.
Share sensitive documents securely with permissioned access, audit trails, watermarking, and activity tracking.
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
Upload or attach files and grant specific clients read-only access, so each client sees only what's shared with them
Revoke access instantly — the file disappears from the client's portal while the prior audit history stays intact
Full audit trail of every view and download, timestamped with client name, file name, action, and access status
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
Financial services, Legal, Real estate, and Accounting 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 Data room template
Start from this template for free and make it yours in minutes. No credit card required.