Build smart intake forms that show and hide questions based on earlier answers, so clients only see what's relevant to them.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

Key Features

• Drag-and-drop builder with text, dropdowns, dates, checkboxes, file uploads, and signatures

• Send forms by shareable link or email; both clients and external companies complete them securely

• Track submissions in real time — submitted, pending, incomplete — and export completed responses as formatted PDFs

What you can customize

• Branding, colors, and your own domain

• Fields, sections, and the steps clients see

• Automations, reminders, and notifications

• Access and permissions per client or team

Perfect for

Legal, Healthcare, Accounting, and Financial services firms running onboarding workflows.