Secure file sharing that looks and feels like your brand
Send documents to customers with a secure portal that carries your brand—not someone else’s.
Secure for your industry, simple for your clients
No more unsecured email attachments. Whether it’s tax documents, medical records, or legal files, Assembly protects your data with SOC 2 and HIPAA-compliant file-sharing in a portal your clients will love.
Automate your file sharing
Less tedious manual work. When clients sign up, you can automatically create files and folders for them based on their needs.
Automate
Focus on your clients, not admin
Automate repeatable steps like sending contracts, collecting payments, and sharing files—so you spend less time chasing details and more time delivering value.
A single source of truth for client work
Keep contracts, invoices, conversations, and files in one place. With Assembly, your firm and your clients always know where to look.
Client Portal
Make the first impression count
With Assembly, you get a branded client portal that houses all your contracts, forms, and welcome materials for a professional polish.
Integrate seamlessly with your existing storage
Connect or embed external storage solutions into your branded client portal.
Your clients deserve better.
Try Assembly for free, no credit card required.