Blog/Author
Marlon Misra
Cofounder/CEO at Assembly
132 posts
Introducing Assembly Studio
The AI app builder for professional service firms
Marlon MisraAug 11, 2026Assembly is now available in ChatGPT & Claude
Manage your client relationships in your favorite AI tools with the Assembly MCP.
Marlon MisraJul 17, 2026Q2 2026 Release
Featuring: audit log, bulk file management, and more actions in the CRM
Marlon MisraJun 4, 20261250+ Accounting firm names for inspiration (+ free download)
Picking an accounting firm name involves more than it looks, from trademark checks to state compliance rules. I compiled 1,250+ ideas to help you get started.
Marlon MisraApr 18, 2026Introducing Assembly 2.0
AI-powered customizability and context that meets you where you are.
Marlon MisraMar 20, 2026Winter 2025 Edition
Assembly announces a Xero integration, task automations, and more, to wrap up 2025.
Marlon MisraDec 19, 2025Fall 2025 Edition
We’ve released 50 product improvements this month to support you and your clients’ experience.
Marlon MisraNov 5, 2025Meet Assembly — the AI-powered platform for professional service firms
Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.
Marlon MisraSep 29, 2025Assembly Assistant is in beta
Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.
Marlon MisraSep 28, 202510 client acquisition strategies that work (with examples)
An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.
Marlon MisraSep 2, 2025Introducing multi-company clients
Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.
Marlon MisraAug 26, 2025Clinked review: An honest look at this client portal
In this Clinked review, we go over who Clinked is best for, how it works, it's pros and cons, and if it's right for your service business.
Marlon MisraAug 21, 20258 client outreach examples to grow your clientele in 2025
Looking for some client outreach examples and ideas to help you close more deals? Here are my eight favorite ways to grow a client base in 2025.
Marlon MisraAug 19, 20258 powerful ways to find more B2B clients in 2025
Looking to get more B2B clients? In this article, we'll go over eight different strategies you can use to find more prospects for your business.
Marlon MisraAug 14, 202511 Best productized service software to scale your agency [2026]
Looking to scale your agency or freelancing business? Here are our top favorite productized service software and tools to help you do just that.
Marlon MisraAug 12, 2025How to create bookkeeping pricing packages (3 examples)
Learning how to create bookkeeping pricing packages is integral to running your business. In this article, we'll explore options and give real examples.
Marlon MisraAug 12, 2025Summer 2025 Edition
Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.
Marlon MisraAug 5, 2025How to automate your freelance client onboarding in 2025
In this guide, we'll go over a six-step freelance client onboarding checklist to make sure you make a great first impression every time.
Marlon MisraJul 11, 20257 best file sharing software of 2025 (features + pricing)
Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.
Marlon MisraJun 27, 2025Introducing Shopify-like stores for professional services
Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.
Marlon MisraJun 23, 202510 best AI marketing agency ideas and companies in 2025
Artificial intelligence is creating a new wave of marketing agencies. Here's a list of the best AI marketing agency ideas and companies of 2025.
Marlon MisraJun 23, 2025The 11 best Hello Bonsai alternatives and competitors for 2026
Hello Bonsai alternatives range from simple task managers to complete agency platforms. I tested dozens of tools to find the 11 best competitors for 2026.
Marlon MisraJun 17, 20257 best client portal tools for law firms in 2025
Looking for a law firm client portal to manage your clients and give them an exceptional experience? Here are our favorite client portals for law firms.
Marlon MisraJun 17, 202510 best SEO reporting tools that impress clients [2026]
Running an SEO agency and looking for the best SEO reporting tools? Here are some of my favorites I use to run my SaaS SEO marketing agency.
Marlon MisraJun 16, 202510 best Flowlu alternatives for service businesses in 2026
Looking for a Flowlu alternative to help run your service business? Here are our top picks to help you manage client communications, payments, and more.
Marlon MisraJun 13, 20257 client intake form examples (with templates)
Here are some of my favorite client intake form examples to help inspire your client onboarding. Discover real examples and templates for your services.
Marlon MisraJun 13, 202510 best SimplePractice alternatives & competitors in 2026
Looking for a SimplePractice alternative to manage and grow your health and wellness business? Here are 10 great alternatives to SimplePractice.
Marlon MisraJun 12, 20257 best travel agency software to boost revenue in 2025
Looking for ways to streamline operations for your travel agency? Here are our favorite travel agency software and tools to help you run your business.
Marlon MisraJun 12, 202511 Zendo alternatives and competitors in 2026
Discover the best Zendo alternatives to help you run your service business - from client portals to invoicing software, these tools have it all.
Marlon MisraJun 11, 20258 critical tools I use to automate lead generation in 2025
Having an automated lead generation process is how you win in 2025. Here are 8 different tools I use to help with my lead generation workflows.
Marlon MisraJun 10, 2025Social media pricing guide: How to nail your packages
In this article, we'll go over pricing strategies for your social media packages so you can confidently sell your services and get paid what you're worth.
Marlon MisraJun 5, 2025How to nail your marketing retainer packages for clients
It's no question that marketing retainer packages have evolved over the years. In this article, I'll show you how to nail your packaging in 2025.
Marlon MisraJun 4, 202515 best accounting blogs you should be reading in 2025
Discover the best accounting blogs to help you stay up to date with the latest accounting-related news, resources, and articles.
Marlon MisraJun 4, 2025How to write a consulting proposal (template & tools)
Master the art of how to write a consulting proposal. Learn key elements, formatting tips, and tools for creating proposals that win clients!
Marlon MisraMay 29, 2025How to start an AI automation agency (with examples)
In this article, I'll show you how to start an AI automation agency in 2025. We'll go over types of services, along with examples, to help inspire you!
Marlon MisraMay 23, 2025How to bill a client for the first time: My 6 step guide
Learning how to bill a client for the first time is an important (and exciting) skill to have in your professional career. Here's my 5 step guide.
Marlon MisraMay 8, 2025300+ real estate business names and ideas to inspire yours
Discover over 300 unique real estate business names. Dive into creative ideas and strategies to create a brand your clients will love.
Marlon MisraMay 8, 202510 best Vendasta alternatives and competitors in 2025
Looking for a Vendasta alternative to help you run your agency? In this article, we'll go over our favorite alternatives to Vendasta.
Marlon MisraApr 21, 20258 powerful ways to get clients as a travel agent in 2025
Want to learn how to get clients as a travel agent? In this article, I'll show you 8 unique client acquisition strategies you probably haven't seen before.
Marlon MisraApr 17, 2025B2B customer portal: 5 examples and platforms in 2025
B2B customer portals are an integral part of many services businesses. Discover what they are, five customer portal examples, and tools for 2025.
Marlon MisraApr 16, 2025TaxDome vs Canopy: An honest comparison for 2025
Comparing TaxDome vs Canopy for your accounting firm or CPA practice? We put these tools head to head to help you make a decision on which to go with.
Marlon MisraApr 15, 202510 best Ignition alternatives and competitors in 2025
Looking for an Ignition alternative to run your service business? Here are our top 10 favorite alternatives to Ignition in 2025 worth checking out.
Marlon MisraApr 15, 2025How to create a web portal: Quick and easy guide for 2025
Looking to learn how to create a web portal for your business website? You've come to the right place. Here's the easiest guide you can find.
Marlon MisraApr 11, 2025SuiteDash vs GoHighLevel: An honest comparison for 2025
Trying to decide between SuiteDash vs GoHighLevel? In this article, I'll break down the pros and cons of each so you can find the better option for you.
Marlon MisraApr 10, 2025The best way to invoice clients (with the lowest fees)
Looking for the best way to invoice clients? Check out our guide on how to minimize payment fees and maximize profits from your services.
Marlon MisraApr 10, 2025Spring 2025 Edition
With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.
Marlon MisraApr 9, 2025ShareFile vs SmartVault: An honest comparison for 2025
Can't decide to go with ShareFile vs SmartVault? In this article, we'll do a teardown of both platforms (and a third) to help you make a decision.
Marlon MisraApr 9, 202510 best SmartVault alternatives and competitors in 2026
Looking for a SmartVault alternative? Here are our favorites that will help manage documents, create client portals, send invoices, and much more.
Marlon MisraApr 7, 202510 best Canopy alternatives you have to check out in 2026
Looking for the best Canopy alternatives in 2026? Discover our top 10 picks to optimize your workflow and elevate your accounting business.
Marlon MisraApr 2, 20252025 Collaboration Edition
Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients. Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support. T
Marlon MisraMar 18, 2025The stack that powers modern service businesses
Background Assembly helps professional service businesses manage clients and communication in one place. Messaging, file sharing, contracts, and billing all happen in a single, unified experience that makes life easier for businesses and provides a seamless experience for their clients. At the core of this is a customizable client portal that businesses can tweak it to fit their needs and even extend it with apps and integrations. On the surface, a client portal might seem pretty simple, but b
Marlon MisraMar 11, 20255 staffing agency contract templates for modern firms
Ready to sign that new client? Here are five of the best staffing agency contract templates you can use when onboarding your new client.
Marlon MisraMar 5, 202510 best Proposify alternatives and competitors in 2025
Looking for the best Proposify alternatives on the market today? We tested over 10 different tools so you can gain clarity during your search.
Marlon MisraFeb 26, 2025Agiled vs SuiteDash: An honest comparison for 2025
Trying to decide between Agiled vs SuiteDash to run your service business with? In this article, we'll go over what each platform does and how they differ.
Marlon MisraFeb 25, 2025How to start an accounting firm in 2025 (8 easy steps)
Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.
Marlon MisraFeb 24, 20255 bookkeeping contract templates for accounting firms
Ready to sign that new client? Here are five of the best bookkeeping contract templates you can use when onboarding your new accounting client.
Marlon MisraFeb 12, 202510 best Accelo alternatives you need to try in 2025
Looking for the best Accelo alternative that fits your needs? We've put together a list of the top alternatives to Aceelo you need to check out.
Marlon MisraFeb 11, 202510 best FreshBooks alternatives & competitors in 2026
Looking for the best FreshBooks alternative? In this article, we'll go over our top picks for freelancers and small business owners in 2026.
Marlon MisraFeb 10, 20257 gentle reminder email templates for different asks
Discover how to craft effective reminder emails with our 7 powerful templates and tips — helping you run your business more smoothly.
Marlon MisraFeb 7, 20252025 Foundations Release
Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite. Freeform Automations Automations help you save time, minimize tedious work, and reduce human error. Now, with this release, they’re getting more powerful. Start From Scratch Go to Automations in the sidebar and pick Sta
Marlon MisraJan 28, 2025