Assembly vs CaseFlow
Assembly
assembly.com
CaseFlow
caseflow.lawSide by side
| Figure | Assembly | CaseFlow |
|---|---|---|
| Price from | $29/mo | $49/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| API | Yes | — |
| Plans published | 5 | 7 |
| Spec score · Legal Client Portal Software | 9.3 (#1) | 8.8 (#7) |
| Billing | Payments support invoices, subscriptions, payment links, stores and credit-card or ACH collection. | Billing includes branded and recurring invoices, online payments, billing adjustments, expenses and LEDES exports. |
| Client portal | The portal centralizes client messaging, file sharing, e-signature contracts, invoices, forms and tasks under the firm's branding. | Growth and higher plans provide a client portal for invoice viewing, document sharing and signatures. |
| Rating on Capterra | 4.8 out of 5 from 35 reviews for the client-portal listing. | The Capterra CaseFlow listing shows 4.6 out of 5 from 24 reviews; the listing describes a human-services product and may not be the same legal-firm product. |
| Rating on G2 | 4.7 out of 5 from 344 reviews. | G2 shows 0 out of 5 from 0 reviews for its CaseFlow listing and says there are insufficient reviews for buying insight; that listing is a different human-services CaseFlow profile. |
| Support | Support ranges from community support on Free to email support on Starter and priority email support on Professional and Advanced. | CaseFlow’s homepage says real people provide 24/7 support and guided migration and onboarding are included on every plan. |
| What it does | Assembly combines CRM, a branded client portal, ready-made workflow apps and an AI app builder for professional-service firms. | CaseFlow is cloud practice-management software for small US law firms covering clients, matters, billing, trust accounting, documents, time, deadlines and team coordination. |
Plans
Assembly
- FreeFree
- Starter$29 a month
- Professional$99 a month
- Advanced$499 a month
- EnterprisePriced on request
CaseFlow
- Solo Practitioner$49 a month
- Firm Growth$69 a month
- Multi-Practice$99 a month
- Solo Practitioner$49 a month
- Firm Growth$69 a month
- Growth$69 a month
- Multi-Practice$99 a month
In their own words
Assembly
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.