Assembly vs CasePeer
Assembly
assembly.com
CasePeer
casepeer.comSide by side
| Figure | Assembly | CasePeer |
|---|---|---|
| Price from | $29/mo | $79/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Legal Client Portal Software | 9.3 (#1) | 8.5 (#9) |
| Client portal | The portal centralizes client messaging, file sharing, e-signature contracts, invoices, forms and tasks under the firm's branding. | Yes |
| 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. | CasePeer's operator 8am states that it maintains an active compliance program with a current SOC 2 Type 2 attestation and PCI DSS v4.0.1 compliance through LawPay. |
| Integrations | Assembly supports embedded third-party tools and connects to more than 1,000 apps through Zapier, Make and similar no-code services. | The integrations directory includes LawPay, Microsoft 365, Microsoft Outlook, Google Calendar, Dropbox, OneDrive, QuickBooks, Zapier, and medical-record services. |
| Support | Support ranges from community support on Free to email support on Starter and priority email support on Professional and Advanced. | Support is available by live chat, email, and phone, with U.S.-based support Monday through Friday from 7 a.m. to 7 p.m. Central Time and 24/7 self-serve resources. |
Plans
Assembly
- FreeFree
- Starter$29 a month
- Professional$99 a month
- Advanced$499 a month
- EnterprisePriced on request
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.