Assembly

Assembly

Assembly.com
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About

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

About

Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace. Key Features: ● White-label client portals with custom branding, domains, and mobile apps ● Secure document sharing and management ● Task and project management ● Real-time chat and collaboration ● Granular permissions and user access controls ● Audit trails and activity tracking ● Branded mobile app on iOS and Android ● Workflow integrations Security AES-256 bank-grade encryption ● ISO/IEC 27001:2024 certification ● Two-factor authentication ● GDPR-focused controls ● Detailed audit logs and permission settings

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

Audience

SME and enterprises.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free plan available (5 active contacts, 1 internal user, 3 apps). Starter $29/mo, Professional $99/mo, Advanced $499/mo billed annually ($49 / $139 / $599 monthly). Enterprise from $2,000/mo. Extra apps $5/mo, extra build credits $0.60 each.
Free Version Supported
Free Trial Not Supported

Pricing

$599/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Good product that is easy to setup and has client portals so you can have things in one spot for them.

Cons

  • I didn't like the minimal amount of storage it has.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Assembly.com
Founded: 2020
United States
assembly.com

Company Information

Clinked
Founded: 2008
United Kingdom
www.clinked.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies

Categories

AI App Generators Supported
CRM Supported
Portal Supported

Categories

Portal Supported
Virtual Data Room Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Internal Communications Features

App Integration Supported
Blogs Not Supported
Chat/Messaging Supported
Email Management Not Supported
Employee Directory Supported
Event Calendar Supported
Newsletter Management Not Supported
Photo Gallery Not Supported
Social Sharing Supported
Survey Management Not Supported
Telephony Not Supported
Video Chat Not Supported
Voice Chat Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

Google Drive Supported
Zapier Supported
Airtable Supported
Calendly Supported
ClickUp Supported
Desktop.com Not Supported
Dropbox Supported
Figma Supported
Google Docs Supported
Google Sheets Supported
Google Slides Supported
LinkedIn Not Supported
Looker Supported
Microsoft Power BI Supported
Miro Supported
QuickBooks Online Supported
Trello Supported
Typeform Supported
Wufoo Not Supported
Zoom Supported

Integrations

Google Drive Supported
Zapier Supported
Airtable Not Supported
Calendly Not Supported
ClickUp Not Supported
Desktop.com Supported
Dropbox Not Supported
Figma Not Supported
Google Docs Not Supported
Google Sheets Not Supported
Google Slides Not Supported
LinkedIn Supported
Looker Not Supported
Microsoft Power BI Not Supported
Miro Not Supported
QuickBooks Online Not Supported
Trello Not Supported
Typeform Not Supported
Wufoo Supported
Zoom Not Supported
Claim Assembly and update features and information
Claim Assembly and update features and information
Claim Clinked and update features and information
Claim Clinked and update features and information