About this template

Keep clients in the loop with milestones and live progress for every engagement, updating as work moves through stages.

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

• Build project plans with milestones and target dates, grouped Next / In progress / Done

• Mark milestones internal-only so clients see only what you want them to

• Clients get a live progress view; visible milestone changes notify them automatically

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

Marketing, Consulting, Technology, and Real estate firms running trackers workflows.