Share sensitive documents securely with permissioned access, audit trails, watermarking, and activity tracking.

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

• Upload or attach files and grant specific clients read-only access, so each client sees only what's shared with them

• Revoke access instantly — the file disappears from the client's portal while the prior audit history stays intact

• Full audit trail of every view and download, timestamped with client name, file name, action, and access status

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

Financial services, Legal, Real estate, and Accounting firms running knowledge base workflows.