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Assembly
assembly.com
What it is
Assembly combines an AI app builder with a CRM and branded client experience for creating client-facing apps and internal tools. Users describe an app in plain language, review a proposed plan, publish it, and refine it in conversation. More than 30 templates cover workflows such as document collection, project tracking, proposals, and client support. Apps can connect to third-party services through authentication or an API key, and an MCP connector links the workspace to AI tools including ChatGPT and Claude. Workspaces include a branded client experience where published apps appear together. Assembly's platform handles client authentication, roles, permissions, and data scoping. The maker says it is SOC 2 Type II certified, stores customer data in the United States, encrypts it in transit with TLS and at rest with AES-256, and does not use workspace or client data to train AI models. It is not suited to public-facing websites, directories, or consumer apps. A free plan is available; Starter costs $29/mo billed annually.
Spec sheet
- What it does
- Assembly combines CRM, a branded client portal, ready-made workflow apps and an AI app builder for professional-service firms.Read 15 Oct 2026 · assembly.com
- Product
- Assembly combines an AI app builder with a CRM and branded client experience for building client-facing apps and internal tools.Read 7 Oct 2026 · assembly.com
- Integrations
- Assembly supports embedded third-party tools and connects to more than 1,000 apps through Zapier, Make and similar no-code services.Read 15 Oct 2026 · assembly.com
- Compliance
- Assembly says its platform is SOC 2 Type II certified and offers HIPAA support with a BAA on the Advanced plan; AI features are not covered by HIPAA support.Read 7 Oct 2026 · assembly.com
- Support
- Support ranges from community support on Free to email support on Starter and priority email support on Professional and Advanced.Read 7 Oct 2026 · assembly.com
- Accounting integration
- The QuickBooks integration syncs Assembly invoices, customers, changes and payments one way into QuickBooks Online.Read 15 Oct 2026 · assembly.com
- AI app builder
- Users describe an app in plain English, answer a short question flow, approve a plan and receive a deployed app in their workspace.Read 15 Oct 2026 · assembly.com
- AI data use
- Assembly says it does not use workspace or client data to train AI models.Read 7 Oct 2026 · assembly.com
- AI integrations
- Assembly’s MCP connector can connect the workspace to AI tools including ChatGPT and Claude for analysis and workspace actions.Read 7 Oct 2026 · assembly.com
- App templates
- Assembly offers 30+ app templates covering workflows such as document collection, project tracking, proposals, and client support.Read 7 Oct 2026 · assembly.com
- Billing
- Payments support invoices, subscriptions, payment links, stores and credit-card or ACH collection.Read 15 Oct 2026 · assembly.com
- Builder limits
- The builder does not create public websites, native mobile or desktop apps, streaming experiences or heavy-compute workloads.Read 15 Oct 2026 · assembly.com
- Builder scope
- Generated apps can be client-facing or internal, use Assembly CRM/auth/notifications/branding, keep their own database and call external APIs.Read 15 Oct 2026 · assembly.com
- Built-in client experience
- Workspaces include a branded client experience, and published apps appear together in its sidebar.Read 7 Oct 2026 · assembly.com
- Client portal
- The portal centralizes client messaging, file sharing, e-signature contracts, invoices, forms and tasks under the firm's branding.Read 15 Oct 2026 · assembly.com
- Company size
- LinkedIn lists Assembly as a privately held software-development company with 11–50 employees.Read 15 Oct 2026 · linkedin.com
- Connected services
- Apps can connect to third-party services by authenticating the tool or providing an API key during setup.Read 7 Oct 2026 · assembly.com
- Contracts
- The platform includes professional agreements with built-in electronic signatures.Read 15 Oct 2026 · assembly.com
- CRM
- Contacts and companies are maintained in one CRM with client context available across apps.Read 15 Oct 2026 · assembly.com
- Data protection
- Assembly says customer data is encrypted in transit with TLS and at rest with AES-256, and workspace data is not used to train AI models.Read 15 Oct 2026 · assembly.com
- Desktop app
- Assembly offers a desktop app for macOS on Apple silicon and Intel, and Windows 10 or later 64-bit; the site also links to its web app.Read 7 Oct 2026 · assembly.com
- Developer extensibility
- Custom apps can be embedded for internal users or clients and can use Assembly's REST API plus webhook URLs.Read 15 Oct 2026 · github.com
- Developer requirements
- The public custom-app starter expects modern web development with Node.js 22 or newer, React, Next.js and Yarn or another package manager.Read 15 Oct 2026 · github.com
- Documentation
- The documentation includes getting-started guides, built-in app references, custom-app building, API reference, MCP and support sections.Read 15 Oct 2026 · assembly.com
- Founded and headquarters
- LinkedIn lists Assembly as founded in 2020 and headquartered in New York, New York.Read 15 Oct 2026 · linkedin.com
- Funding
- Assembly announced a $10 million Series A in January 2023 led by YC Continuity and Lachy Groom; TechCrunch reported $13 million raised to date.Read 15 Oct 2026 · techcrunch.com
- How it builds
- Users describe an app in plain language, review a proposed plan, publish it, and refine it through conversation.Read 7 Oct 2026 · assembly.com
- Limit: accounting integrations
- A G2 reviewer wanted more accounting integrations beyond the available connections.Read 15 Oct 2026 · g2.com
- Limit: billing usability
- A G2 reviewer found the billing services area confusing when distinguishing recurring from one-time items.Read 15 Oct 2026 · g2.com
- Limit: missing features
- G2's category summary records frequent mentions of missing or limited features alongside ease-of-use and setup praise.Read 15 Oct 2026 · g2.com
- Messaging
- Clients can reply to Assembly messages directly from email notifications, with replies synchronized into the portal.Read 15 Oct 2026 · assembly.com
- Notable news
- Assembly launched its AI app builder on August 13, 2026, with more than 20 tested apps and platform-managed security boundaries.Read 15 Oct 2026 · assembly.com
- Onboarding
- Onboarding workflows can present clients with checklists covering forms, contract signing and first payments.Read 15 Oct 2026 · assembly.com
- Platform security
- Client authentication, roles, permissions, and client data scoping are handled by Assembly’s platform rather than generated by AI.Read 7 Oct 2026 · assembly.com
- Praise: consolidation
- Reviewers praise having CRM, documents, messages, contracts, payments and project assets together instead of spread across email and separate tools.Read 15 Oct 2026 · g2.com
- Praise: ease of use
- G2 reviewers repeatedly describe setup and navigation as intuitive and quick, including integrations and client onboarding.Read 15 Oct 2026 · g2.com
- Praise: support
- Software Advice reviewers describe customer support as responsive and say the product is regularly improved.Read 15 Oct 2026 · softwareadvice.com
- Product boundary
- Assembly says it is not suited to public-facing websites, public directories, or consumer apps because it builds authenticated experiences.Read 7 Oct 2026 · assembly.com
- Public API
- The REST API manages clients, companies, messaging, files, billing and other resources using API keys in the X-API-KEY header.Read 15 Oct 2026 · assembly.com
- Rating on Capterra
- 4.8 out of 5 from 35 reviews for the client-portal listing.Read 15 Oct 2026 · capterra.com
- Rating on G2
- 4.7 out of 5 from 344 reviews.Read 15 Oct 2026 · g2.com
- Rating on Software Advice
- 4.8 out of 5 from 35 reviews.Read 15 Oct 2026 · softwareadvice.com
- SDK
- Assembly publishes an App Bridge JavaScript package for postMessage communication between embedded custom apps and the Assembly parent application.Read 15 Oct 2026 · npmjs.com
- Security architecture
- Each app runs in an isolated sandbox with its own database, while authentication and permissions remain platform infrastructure.Read 15 Oct 2026 · assembly.com
- Security certifications
- Assembly states that its platform is SOC 2 Type II certified and supports HIPAA, GDPR and CCPA requirements.Read 15 Oct 2026 · assembly.com
- Self-hosting
- Assembly's documentation describes hosted Assembly workspaces and embedded apps rather than a self-hosted deployment option.Read 15 Oct 2026 · assembly.com
- Status today
- The public status page reported Assembly fully operational with no known issues when checked on October 15, 2026.Read 15 Oct 2026 · status.assembly.com
- System requirements
- The downloadable desktop clients support Apple-silicon Mac, Intel macOS and Windows 10 or later 64-bit.Read 15 Oct 2026 · assembly.com
Plans and prices
Free Free Free forever 5 active contacts · 1 internal user · 50 build credits/month · CRM · client experience · app builder · 30+ pre-made apps · messaging · billing/payments · community support Read 15 Oct 2026 · assembly.com
Starter $29 a month Billed annually; $49/month billed monthly 50 active contacts · 1 internal user · 200 build credits/month · API & MCP connector · add-on credits · email support Read 15 Oct 2026 · assembly.com
Professional $99 a month Billed annually 500 active contacts · 3 internal users · 200 build credits/month · custom domains · remove Assembly badge · app visibility · automation builder · AI model selection · priority email support Read 15 Oct 2026 · assembly.com
Advanced $499 a month Billed annually Unlimited active contacts · 5 internal users · 200 build credits/month · audit log · client access permissions · enforced MFA · HIPAA compliance with BAA · priority email and phone support · personalized onboarding Read 15 Oct 2026 · assembly.com
Enterprise Priced on request Contact sales Unlimited users, contacts and apps · custom SSO · volume-based build credits · dedicated architect and success manager Read 15 Oct 2026 · assembly.com
Strong points and limits
Strong points
- 30+ templates cover common work processes
- Platform handles client access and data scoping
- Workspace data is not used to train AI models
- Available on web, Windows, and macOS
Limits
- Not suited to public-facing websites or consumer apps
- Starter is $29/mo billed annually
- HIPAA support excludes AI features
Who it suits
Assembly suits teams building authenticated client-facing apps and internal tools, especially for request and project workflows. It is not intended for public websites, directories, or consumer apps.
Verdict
Assembly combines app creation with a managed client experience and access controls. Its authenticated-workflow focus is a poor fit for public apps, and teams needing HIPAA support should note that AI features are excluded.
Where Specifiction places it
- Legal Client Portal Software#1 of 429.3
- Customer Portal Software#1 of 319.3
