Assembly Information

CRM, customer portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered customer experience platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded client portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Assembly. Assembly was founded in 2020 (formerly Copilot), raised a $10M Series A in 2022, and is headquartered in New York City.