Build the firm only you can build
- Tweets 202
- Following 226
- Followers 2,401
- Likes 176
Having @ChatGPT manage your clients just got even easier: the official Assembly ChatGPT plugin is listed on the ChatGPT plugin directory!
1
90
POV: you attended our office launch party last week! Thanks to everyone who came to show their support.
1
454
POV: you described the software your firm always needed… and it shipped straight to your clients in minutes. 🤯
That's Assembly Studio. Live on Product Hunt now: producthunt.com/products/ass…
10
1
17
569
We're on the front page of @ProductHunt!
Check us out and support us there: producthunt.com/products/ass…
2
165
4. For developers: a new custom app base to easily create specialized software for your business, and more.
1
2
109
3. A desktop app for your team so you never miss a notification from a client, and CRM-level context on clients wherever you are in Assembly.
1
1
25
2. Recurring automations — time-based triggers for tasks, messages, and more on a daily, weekly, monthly, or custom schedule. Associate clients with internal tasks for your team.
2
1
29
1. Dynamic client homepages + sidebars — create up to 5 variants and show premium clients one thing, basic clients another, within individual actions. Plus create folders for your own apps and clients’ sidebar for better organization.
1
1
73
Need a HIPAA-compliant platform for doctors & patients that they'll actually use? Assembly helped Metta Health, an AI revenue cycle management consultancy, give clinics a secure, scalable way to obtain patient authorizations with eSignatures and portal all in one.
1
2
175
Clients asking the same questions over and over? The team at Jungle Luxe found their solution: a beautifully branded client portal for their property owners, powered by Assembly.
The property management team now can give their clients peace of mind from thousands of miles away, with easy-access resources, important real estate docs, and on-demand messaging with their team.
1
3
164
You're a marketing agency that cares about: your brand, getting clients and making your life easier.
@StewartGauld shows you how to do all that and more with Assembly.
Check out the in-depth walkthrough:
piped.video/watch?v=M-1N8Ske…
3
257
If you're a design agency that struggles to have a consistent process to manage clients, our partner Design by Laney shows you how Assembly can help with your own branded custom client portal.
piped.video/RN0ZIHoJpTg?si=B8yf…
2
1
257
We're expanding our world-class support team with a new team member (his name is Blue)! Plz forgive the typos.
but also yes we are hiring: assembly.com/jobs
2
145
(8/8) This year was a big one for us! (Yes, all companies say that... but for us it's true!) And we've got a whole set of new update planned for 2026, all geared toward letting you create the most customizable client experience for your professional firm.
1
72
Our customers shared the top reasons why they choose Assembly, including:
1) Enhancing their customer experience with a branded client portal
2) Getting everyone all together in one place for clients and their team
3) Improving their customer onboarding journey
(7/8)
1
85
Even though tax season often ramps up the early half of the year for our accounting customers, the most high volume months overall for all businesses were right before the summer and end of year. (6/8)
1
28
This year's most popular Assembly automations for professional firms (5/8):
1) When a client first signs up → Sign a contract
2) When a client first logs in → Send a form
3) After a form is submitted → Send a message
1
29
Most of the time, you're asking your clients to do things. This year, we introduced multi-company clients, so now you can also manage clients with multiple entities (like assigning tasks to each of their companies.) (4/8)
1
1
25
These tasks were a part of the 45,000+ automations that firms ran on Assembly to streamline their client management and client experience. (3/8)
1
1
18
This year, teams used Assembly to assign more than 20,000 tasks to their clients and teammates (full breakdown later in this thread). (2/8)
1
1
21
That's a wrap on 2025! Check out the stats on how professional firms worked this past year, and what matters most to modern service businesses: (1/8)
1
1
5
135
Plus, the Tasks App now works with our built-in automations! Create follow up tasks for clients or teammates when clients complete certain actions, and trigger actions when clients complete a task.
1
1
66
Our free Xero integration sync lets you give clients seamless invoicing and branded payment options with Assembly, atomatically synced to Xero to keep you or your accountant happy this upcoming tax season.
1
19
Happy Holidays! ❄️ Already OOO or scrambling to prep for EOY? Our Winter 2025 releases today are here to help. What's new:
• Xero accounting sync
• Task automations (create tasks and trigger new actions when clients complete tasks)
• Subtasks in templates
Learn more →
1
2
4
161
Why does your business need a client portal? (Hint: you probably deal with these problems every day.)
Our partner Chloe explains how to stop losing clients to bad management:
piped.video/watch?v=ROV0h1K3…
1
142
How did @CapitalOne scale their Premier and Lifestyle Collection hotel partner onboarding? By using a white-label @assembly client portal with custom applications inside. See how they cut onboarding time in almost half and grow their network to more than 1,000 partners:
assembly.com/customers/capit…
3
186
Thankful for the small and mighty @assembly team dedicated to building a better customer experience for everyone. It's easy to forget in the world of tech and software that there are real people behind the scenes making everything possible, from answering customer questions to shipping, designing, testing, and fixing features, to creating this post!
Stay tuned after the holiday for more exciting features and updates to be thankful for!
3
122
What are the best AI agents for service businesses? We've found our customers (tech-savvy lawyers, accountants, marketing agencies, consultants) gravitate toward those that are easiest to integrate into their existing website/customer experience.
Here are the most popular AI bots we've seen integrated on our platform by our users, largely for customer service or sales assistants:
1) @Chatbase
2) @Chaindesk_
3) @Fin_ai
4) @sybill_ai
Are there other AI customer success agents you'd recommend?
1
142
These are the most popular embedded tools that our customers (modern lawyers, accountants, marketers, consultants and agencies) use with their clients:
1) @GoogleDocs
2) @Clickup
3) @Airtable
4) @GoogleDrive
5) @Calendly
Other notable mentions from our data include: @NotionHQ, @MSPowerBI, and @DataboxHQ.
@Assembly customers are modern professional service businesses who love bringing all their "tech stack" together in one place. Are there any client-facing tools that you feel should be used MORE by professional service firms?
2
114
When was the last time you used a tech product that actually felt life-changing? Not to brag, but we get told this a lot — from companies across all different professional service industries, big and small: real estate to law, accounting to construction, cybersecurity to marketing.
This kind of feedback is what keeps us going to deliver a customer experience platform that helps you manage clients with a tool you both love to use.
1
5
90
Many accountants tell us how they've heard about us from @Jasononfirms; we've partnered with him again to help accounting pros modernize their firms with a portal experience clients will actually love!
Check out his latest: piped.video/watch?v=2BbtFBje…
5
149
Bring the best of eCommerce and SaaS to your service business. Try Assembly stores today for free. assembly.com/store?utm_sourc…
1
52
Ecommerce brands figured out how to make it easy for customers to pay. Professional services deserve the same tools. Assembly's storefronts and client portal work together to make it incredibly easy to productize your services and generate that recurring revenue.
1
1
53
Tired: chasing for new customers, negotiating contracts/SOWs, emailing invoices.
Inspired: setting up an online store for your services, letting customers pay for exactly what they want, and starting their experience immediately.
1
1
4
115
Customer spotlight: Leah McCool of Orca Accounting knows the importance of a lasting positive customer experience for her bookkeeping and accounting clients. Her accounting firm has grown 400% in the past year but she's sped up her clients' onboarding time by 75%. Her secret: Orca Accounting's client portal, powered by Assembly. Check her out and learn how she handles her client's needs without a bunch of email back-and-forth.
1
3
118
Little details matter. We’ve got a batch of 50 important small improvements to make the experience of our product better for you and your clients. You can now:
- Create custom fields for clients’ companies
- Lock folders to make them read-only for your clients
- Let clients follow tasks assigned to you/your team
- and more!
1
1
6
1,030
Accounting firm? The one and only @jasononfirms explains how firms are using Assembly to run their firm on autopilot.
piped.video/watch?v=2BbtFBje…
3
187
⭐ Big news: Copilot is now Assembly.
We’re reintroducing ourselves with a new name, new brand, and new AI-powered features to help you deliver remarkable customers experiences.
We’re debuting the brand in a few places, the first is @ProductHunt! (link in thread)
4
6
11
1,185
Do you serve clients who own multiple companies? Our client portal + CRM now has even more flexible client management relationships with "multi-company clients!"
Perfect for:
- accountants who do both personal and business taxes
- marketers whose clients manage multiple brands
- real estate/travel companies with multiple properties per client
Customization that works for you and your client now available. Learn more:
copilot.app/blog/multi-compa…
3
367
Summer 2025 Releases are here! ☀️🏖️🕶️
We’ve shipped major upgrades to help your firm run smoother, including:
- An improved QuickBooks Online integration
- Automated client reminder emails
- Magic file folder links, a new client billing view and more!
Details here ➡️ copilot.app/blog/summer-2025…
1
2
6
439
Curious? Stores are included in every free 14-day trial, so you can build your packages, set up payouts, and share the link with customers starting today! copilot.app/store
Because modern service businesses deserve modern tooling. 🛠️✨ #ProductizedServices
1
1
208
Launch a storefront for your business that feels like Shopify—but behind the scenes, it’s tuned for complex, service-based work.
You can:
- Offer recurring plans or one-off services
- Connect to secure checkout with CC/ACH
- Link to your public store from your website
1
1
54
