Assembly

Assembly

Assembly.com
Stoatify

Stoatify

StoatWorks Software Inc.
Assembly Stoatify

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Assembly:

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.
Stoatify:

About

Stoatify is a secure document platform for individuals, families, freelancers, teams, and enterprises. It brings document capture, organization, full-text search, sharing, e-signatures, workflows, and access control into one product. Documents live in a personal or shared Vault organized with folders, categories, and tags, and OCR-based full-text search finds content inside scanned files and PDFs. Rules-based auto-tagging and trigger-based workflows automate repetitive filing tasks, and built-in e-signatures use reusable templates. Access is controlled per object with org roles and per-document ACLs, backed by an org-wide audit log. A documented REST API with scoped API keys supports integrations such as Zapier, Make, and n8n, plus outgoing webhooks. Native web, iOS, and Android apps share the same account and data.
Assembly:

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
Stoatify:

Platforms Supported

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

Audience

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

Audience

Individuals, families, freelancers, small businesses, and enterprises that need secure document management
Assembly:

Support

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

Support

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

API

Offers API Supported
Stoatify:

API

Offers API Not Supported
Assembly:

Screenshots and Videos

Stoatify:

Screenshots and Videos

No images available
Assembly:

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
Stoatify:

Pricing

$0/month
Free Version Supported
Free Trial Not Supported
Assembly:

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
Stoatify:

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
Assembly:

Training

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

Training

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

Company Information

Assembly.com
Founded: 2020
United States
assembly.com
Stoatify:

Company Information

StoatWorks Software Inc.
Founded: 2026
Canada
www.stoatify.com
Assembly:

Alternatives

Stoatify:

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ContractSafe

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Assembly:
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Zapa Client Portals

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Fortva

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Assembly:

Categories

AI App Generators Supported
CRM Supported
Portal Supported
Stoatify:

Categories

Assembly:

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

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

Portal Features

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

Integrations

Acuity Scheduling Supported
Airtable Supported
Calendly Supported
Figma Supported
Google Analytics Supported
Google Docs Supported
Google Sheets Supported
Google Slides Supported
HubSpot CRM Supported
Jotform Supported
Looker Supported
Miro Supported
Notion Supported
Slack Supported
Stripe Supported
Xero Supported
YouTube Supported
Zapier Supported
Zoom Supported
monday AI work platform Supported
Stoatify:

Integrations

Acuity Scheduling Not Supported
Airtable Not Supported
Calendly Not Supported
Figma Not Supported
Google Analytics Not Supported
Google Docs Not Supported
Google Sheets Not Supported
Google Slides Not Supported
HubSpot CRM Not Supported
Jotform Not Supported
Looker Not Supported
Miro Not Supported
Notion Not Supported
Slack Not Supported
Stripe Not Supported
Xero Not Supported
YouTube Not Supported
Zapier Not Supported
Zoom Not Supported
monday AI work platform Not Supported
Assembly:
Claim Assembly and update features and information
Claim Assembly and update features and information
Stoatify:
Claim Stoatify and update features and information
Claim Stoatify and update features and information