Assembly

7.1easy start · #7of 43
in Legal Client Portal Software
  • Free to practise onyes
  • Well documentedyes
  • Runs where you workyes

Runs on Mac, Web, Windows. Paid plans from $29/mo.

Assembly combines an AI app builder with a CRM and branded client experience for building 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 can link the workspace to tools including ChatGPT and Claude for analysis and workspace actions. Published apps appear together in the workspace sidebar. Assembly handles client authentication, roles, permissions, and client data scoping through its platform rather than generated AI. It says its platform is SOC 2 Type II certified and offers HIPAA support with a BAA on Advanced; AI features are not covered by that support. A free plan is available, with Starter at 29.00 USD per month billed annually; the listed monthly billing price is $49. Desktop apps are offered for macOS and Windows, alongside the web app.

Who it is for

Assembly suits teams building authenticated client experiences or internal tools around requests, projects, proposals, or support. It is not suited to public-facing websites, public directories, or consumer apps.

What is good

  • Offers more than 30 workflow templates.
  • Combines a CRM with app building.
  • Platform handles client roles and permissions.
  • Offers a branded client experience.
  • Workspace and client data are not used to train AI models.

What to know first

  • Not suited to public-facing websites or consumer apps.
  • AI features are not covered by HIPAA support.
  • Starter costs $49 billed monthly.

Verdict

Assembly brings app creation and a branded client workspace together, with platform-managed access controls. Its authenticated-app focus is an important boundary, and HIPAA support does not cover AI features.

Assembly plans and pricing

All plans
Free Free Free forever 5 active contacts · 1 internal user · 50 build credits/month · 3 apps · community support assembly.com · 7 Oct 2026
Starter $29/mo Billed annually; $49 billed monthly 50 active contacts · 1 internal user · 200 build credits/month · 5 apps · email support assembly.com · 7 Oct 2026
Professional $99/mo Billed annually 500 active contacts · 3 internal users · 200 build credits/month · 5 apps · custom domains · priority email support assembly.com · 7 Oct 2026
Advanced $499/mo Billed annually Unlimited active contacts · 5 internal users · 200 build credits/month · 5 apps · audit log · enforced MFA · HIPAA compliance (BAA) · priority call support assembly.com · 7 Oct 2026
Enterprise Book a demo Unlimited users, contacts, and apps · custom SSO · volume-based build credits · dedicated architect and success manager assembly.com · 7 Oct 2026

Compared on legal client portal software

Free plan
Yes
Paid from
$29/mo
Client user limit
50 users
Request intake
Yes
Work tracking
Yes
File sharing
Yes
Custom domain
Yes
Single sign-on
Yes

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