Assembly

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Ranked in Legal Client Portal Software·Free plan·paid from $29/mo

About

Assembly combines an AI app builder with a CRM and branded client experience for authenticated client-facing apps and internal tools. Users describe an app in plain language, review a proposed plan, publish it, and refine it through 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 with AI tools including ChatGPT and Claude for analysis and workspace actions. Client authentication, roles, permissions, and data scoping are managed by the platform rather than generated by AI. Assembly says it is SOC 2 Type II certified, stores customer data in the United States, and encrypts it in transit with TLS and at rest with AES-256. It says workspace and client data are not used to train AI models. Free is free; Starter is 29.00 USD per month, billed annually, with $49 billed monthly. The platform is not suited to public-facing websites, public directories, or consumer apps.

Who it is for

Assembly suits teams building authenticated client experiences or internal tools, especially for request, document, project, proposal, or support workflows. It is not a fit for public websites, directories, or consumer apps.

What is good

  • 30+ templates cover common client workflows
  • MCP connector supports ChatGPT and Claude
  • Platform handles client roles and permissions
  • SOC 2 Type II certified

What to know first

  • Not suited to public-facing websites or directories
  • AI features are not covered by HIPAA support
  • Free plan allows 5 active contacts and 1 internal user

Verdict

Assembly brings app creation and client-work management together, with platform-managed access controls. Its authenticated-workspace focus rules out public sites, and HIPAA support does not extend to AI features.

Compared on legal client portal software

Free plan
Yesassembly.com
Paid from
$29/moassembly.com
Client user limit
50 usersassembly.com
Request intake
Yesassembly.com
Work tracking
Yesassembly.com
File sharing
Yesassembly.com
Custom domain
Yesassembly.com
Single sign-on
Yesassembly.com

Facts

Product
Assembly combines an AI app builder with a CRM and branded client experience for building client-facing apps and internal tools.assembly.com · 7 Oct 2026
How it builds
Users describe an app in plain language, review a proposed plan, publish it, and refine it through conversation.assembly.com · 7 Oct 2026
App templates
Assembly offers 30+ app templates covering workflows such as document collection, project tracking, proposals, and client support.assembly.com · 7 Oct 2026
Connected services
Apps can connect to third-party services by authenticating the tool or providing an API key during setup.assembly.com · 7 Oct 2026
AI integrations
Assembly’s MCP connector can connect the workspace to AI tools including ChatGPT and Claude for analysis and workspace actions.assembly.com · 7 Oct 2026
Built-in client experience
Workspaces include a branded client experience, and published apps appear together in its sidebar.assembly.com · 7 Oct 2026
Platform security
Client authentication, roles, permissions, and client data scoping are handled by Assembly’s platform rather than generated by AI.assembly.com · 7 Oct 2026
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.assembly.com · 7 Oct 2026
Data protection
Assembly says customer data is stored in the United States and encrypted in transit with TLS and at rest with AES-256.assembly.com · 7 Oct 2026
AI data use
Assembly says it does not use workspace or client data to train AI models.assembly.com · 7 Oct 2026
Product boundary
Assembly says it is not suited to public-facing websites, public directories, or consumer apps because it builds authenticated experiences.assembly.com · 7 Oct 2026
Support
Support ranges from community support on Free to email support on Starter and priority email support on Professional and Advanced.assembly.com · 7 Oct 2026
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.assembly.com · 7 Oct 2026

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