Send clients a clear checklist of documents to provide, with reminders and secure storage until everything's collected.

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

• Document requests per client with owner, due date, category, and priority

• Status pipeline: Not requested → Requested → Submitted → Approved / Needs revisions / Overdue

• Dashboard of all requests, overdue items, and recent submissions, grouped by client, with filters

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

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