Assembly
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.
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MonoDesk
MonoDesk is an all-in-one workspace for freelance creatives, agencies, and studios. Manage clients, client portals, projects, tasks, milestones, weekly planning, time tracking, team collaboration, leads, proposals with e-signatures, invoices, and an AI Co-Worker in one place.
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Workspace369
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.
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SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.
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