Assembly vs Clio Manage
Assembly
assembly.comClio Manage
clio.comSide by side
| Figure | Assembly | Clio Manage |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 8 |
| Spec score · Legal Client Portal Software | 9.3 (#1) | 9.1 (#5) |
| 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. | The vendor reports GDPR, PCI DSS, HIPAA support, PIPEDA, annual SOC 1 Type II and SOC 2 Type II examinations. |
| Integrations | Assembly supports embedded third-party tools and connects to more than 1,000 apps through Zapier, Make and similar no-code services. | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. |
| Rating on G2 | 4.7 out of 5 from 344 reviews. | 4.6 out of 5 from 997 reviews |
| Rating on Software Advice | 4.8 out of 5 from 35 reviews. | 4.7 out of 5 from 1,750 reviews |
| System requirements | The downloadable desktop clients support Apple-silicon Mac, Intel macOS and Windows 10 or later 64-bit. | Supported browsers are the latest two versions of Chrome, Firefox, Safari and Edge; JavaScript and cookies must be enabled and speeds below 30 Mbps may load slowly. |
| What it does | Assembly combines CRM, a branded client portal, ready-made workflow apps and an AI app builder for professional-service firms. | Clio Manage is cloud legal practice-management software for organizing firms, cases, clients, files, billing, payments and communications. |
Plans
Assembly
- FreeFree
- Starter$29 a month
- Professional$99 a month
- Advanced$499 a month
- EnterprisePriced on request
Clio Manage
- EasyStartPrice not published
- EssentialsPrice not published
- AdvancedPrice not published
- CompletePrice not published
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced 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.