AEAlex Everettalex@everettdesign.com
New client intake
Scope, goals, budget, timeline
Free document collection portal customized to your brand
Request exactly what you need, with due dates and priorities, and clients upload it. You see what's submitted, approved, or overdue at a glance. Fully customizable to your firm.
Start for free. No credit card required.
What is a document collection portal?
A document collection portal is a secure place where clients upload the files you request, instead of sending them by email. Assembly gives each client a checklist of requested documents with due dates, and shows your team what's submitted, approved, or overdue.
A custom document portal that works for you
Clients know exactly what to send
Each client gets a checklist of requested documents, with an owner, due date, category, and priority for every item.
Replace generic file-sharing tools
Replace Google Drive, Dropbox, and ShareFile. Clients upload to a white-label portal with your brand.
Built around your workflows
Change categories, fields, steps, and who sees what by describing it to Assembly's AI app builder.
Nothing gets stuck in review
A dashboard groups requests by client and shows overdue items and recent submissions, with filters.
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.
Questions about this document collection portal
Yes. Install it on the free plan, which never expires and includes 3 apps. Paid plans include 5 apps.
Yes. Create a file request for each document you need, with a due date and priority, and clients upload the file against that request.
A shared folder takes whatever clients drop in. Here, every upload answers a specific request, and you can approve it, ask for revisions, or see that it's overdue.
Clients upload files after signing in to your client experience, and each client sees only their own requests.
Yes. Set up a request for each form you need, such as W-2s or 1099s, with due dates ahead of your filing deadline.
Mark it Needs revisions, and the client sees which item to resend. Approved items show as approved, so nobody sends the same file twice.
Your logo and colors appear on every plan, including free. A custom domain and removing the Assembly badge are available on Professional and up.
Yes. Describe what to change, from categories and fields to steps and who sees what, and the app builder updates it. You can keep changing it by chat after launch.
Stop chasing documents and start the work
Start from this template for free and make it yours in minutes. No credit card required.