Stoatify

Stoatify

StoatWorks Software Inc.
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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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$39 per month
Free Version
Free Trial

Pricing

$0/month
Free Version
Free Trial

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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Assembly
Founded: 2020
United States
assembly.com

Company Information

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

Alternatives

Alternatives

OxyDMS

OxyDMS

SunSmart Global
RefWorks

RefWorks

ProQuest

Categories

Categories

Integrations

Airtable
App Store
Cal.com
ClickUp
Figma
Google Analytics
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Slack
Trello
Xero
YouTube
Zoom
monday AI work platform

Integrations

Airtable
App Store
Cal.com
ClickUp
Figma
Google Analytics
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Slack
Trello
Xero
YouTube
Zoom
monday AI work platform
Claim Assembly and update features and information
Claim Assembly and update features and information
Claim Stoatify and update features and information
Claim Stoatify and update features and information