Client resource library
Branded guides and resources for clients
Playbooks and guides for your team
Start for free. No credit card required.

The same library your clients get, pointed inward: playbooks, policies, and guides your team can search instead of digging through shared drives.
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.
Resource directory with categories: Policies, Templates, Training, Sales, Operations, HR, Client Delivery
Search and filters by category, owner, file type, and last updated
Pinned and recently-updated sections, plus a "Request a resource" form
Branding, colors, and your own domain
Fields, sections, and the steps clients see
Automations, reminders, and notifications
Access and permissions per client or team
Consulting, Accounting, Legal, and Technology firms running knowledge base workflows.
It installs as a working app you can use as is.
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
It appears in your branded client experience, with sign-in and permissions already handled.
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start from this template for free and make it yours in minutes. No credit card required.