NC75%
Client onboarding wizard
Multi-step onboarding flow with saved progress
Proposal
$0123456789012345678901234567890123456789,012345678901234567890123456789012345678901234567890123456789
Pricing
Terms & e-sign
Proposal builder
Branded proposals clients can e-sign
96Tasks
Project tracker
Milestones and progress per engagement
Can't access portal
Invoice question
Password reset
Client help desk
Categorized requests in a triage queue
Ask any question
Client AI assistant
Answers client questions from your docs
Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
Service AgreementSignedAdrian Chen
Contracts
Get contracts signed online
AEAlex Everettalex@everettdesign.com
New client intake
Scope, goals, budget, timeline
Design reviews
Homepage hero
Round 2
Brand palette
Round 1
Social kit
Round 1
Design approvals
Creative sign-off, round by round
TodoUpdate emailApr 4Share design filesApr 4
Tasks
Assign tasks to clients and team
Pipeline
$248,500.00
Deals pipeline
Open deals by stage, with value and owner
Time tracker
Log billable hours, roll-ups, exportable
Documents
3 files
Document collector
Requested docs with upload checklist
Larkspur DesignActive
David OkonkwoExpired
Data room
Securely share sensitive documents
Brand_guide.pdf754 KB
Client resource library
Branded guides and resources for clients
In review
Case status page
A live status page for each client case
BusinessIndividual
Oakwood
Conditional forms
Smart forms that adapt to each answer
11–11:30AM
Client workshop
Studio, San Francisco
Events & RSVPs
Invites, RSVPs, attendee lists
Add a comment
Markup & comments
Comment directly on files
Assembly is live for the whole team
Internal communications app
Announcements and team channels
Team handbook.pdf18 guides12MB
Internal resource library
Playbooks and guides for your team
TuesdayAug 12
Client calendar
A shared calendar of key dates
Home3
Home
A personalized client homepage
GKGus KellyI’ve reviewed the proposal. Everything looks good!
Messages
Secure client messaging
Important
Brand_Handoff.svg
2.4 MB
Receipts_Jun_2026.pdf
1.1 MB
Statement_of_Work.pdf
860 KB
Files
Share files and folders securely
Phone numberDate
Forms
Forms that collect client info
Welcome to the portalAdd more information
Helpdesk
A searchable client knowledge base
CWChuck WilfordGoDoBSBrooklyn SimmonsService SymphonyKTKenny TseService Symphony
Profile Manager
Clients update their own details
Enable auto responsesOutside working hours
Autoresponder
Auto-reply outside working hours
QuickBooks Integration
Sync invoices to QuickBooks
SearchExclude from mappingLogo DesignMarketing Overhaul
Xero Integration
Sync invoices to Xero
Clients.csvExporting…68%
Exporter
Export your message history
Build the firm only you can build
Stop stitching together tools that were never meant to fit.
Run and build everything in one place.