Assembly

Assembly is a cutting-edge AI-powered platform designed to enhance client experiences for professional service firms. It offers a comprehensive suite of tools that include client portals, CRM and billing solutions, and the ability to integrate with a variety of software. Targeted at industries like accounting, marketing, consulting, and law, Assembly simplifies client management by automating onboarding, contracts, invoicing, and communication, all within a secure, branded environment.

Key Features

• Client Portal: Provides a branded, unified experience for clients to connect, pay, and share files in one place.
• CRM and Billing Tools: Centralizes client relationship management with AI assistance for more efficient back-office operations.
• Integration Capabilities: Offers seamless integration with existing business tools and supports custom apps through a flexible API.
• AI Assistant: Acts as a smart copilot to enhance client interactions with advanced automation and insights.

Pros

• Streamlined Client Experience: Simplifies the client journey from onboarding to payment with an intuitive portal.
• Time-Saving Automation: Automates repetitive tasks like invoicing and contract management, freeing up time for more critical activities.
• Customizable Platform: Allows for extensive customization and integration, adapting to specific business needs.
• Secure File Sharing: Ensures client data protection with enterprise-grade security features.

Cons

• Initial Setup Complexity: May require time and technical know-how to fully integrate and customize the platform.
• Limited Offline Access: Primarily an online tool which may not be ideal for users needing offline capabilities.

Who Uses It

• Accounting & Bookkeeping Firms: Utilizing Assembly for efficient client management and billing processes.
• Marketing Agencies: Employing the platform to streamline client communications and project management.
• Consulting Firms: Leveraging the tool for seamless contract management and client onboarding.
• Law Firms: Using Assembly to securely manage client documents and communications.
• Uncommon Use Cases: Embraced by real estate agents for managing client interactions; Adopted by tech startups for organizing customer data and communication.

Pricing

• Starter: $59 per month. Includes 1 user, 50 clients, 100 automation tasks per month, CRM, client portal, messaging, invoicing, project management, file sharing, embeds, app store access, and standard support.
• Professional: $189 per month. Includes 3 users (+$49 per extra), 500 clients, 1,000 automation tasks, all Starter features, custom domain/email, multi-company, API/Zapier/Make, custom apps, low fees, priority support, and onboarding.
• Advanced: $499 per month. Includes 5 users (+$79 per extra), unlimited clients and tasks, all Professional features, branding removal, client access controls, HIPAA with BAA, MFA enforcement, priority support, and onboarding.
• Enterprise: Custom pricing. Includes unlimited users, clients, and tasks, all Advanced features, sandbox workspace, success manager, technical advisor, Slack channel, and enterprise support.