2026 Best Software Awards are here!See the list
Compare Assembly and Client Portal 
At a Glance
Market Segments
Small-Business (96.4% of reviews)
Small-Business (45.5% of reviews)
Entry-Level Pricing
$39.00 Per Month
No pricing available
Assembly
Star Rating
(297)4.8 out of 5
Market Segments
Small-Business (96.4% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansClient Portal
Star Rating
(11)3.7 out of 5
Market Segments
Small-Business (45.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Client PortalSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Assembly stands out for its overall user satisfaction, boasting a significantly higher score compared to Client Portal. Users appreciate Assembly's intuitive interface, which enhances both client and company interactions, making it a preferred choice for many.
- Users say that Client Portal excels in security features, with recent feedback highlighting its reliable privacy policies and data protection capabilities. This focus on security makes it a solid option for organizations that prioritize safeguarding sensitive information.
- Reviewers mention that Assembly's customization options are a major highlight, allowing businesses to tailor the portal to fit their brand. Users love how they can create a personalized experience for their clients, which enhances engagement and satisfaction.
- According to verified reviews, Client Portal is praised for its ease of use, with users noting that it simplifies document sharing and communication between parties. This makes it a convenient solution for organizations looking to streamline their remote interactions.
- G2 reviewers highlight that Assembly's strong support quality is a key advantage, with users reporting high satisfaction with the assistance they receive. This level of support can be crucial for businesses that need reliable help during implementation and ongoing use.
- Users express concerns about the limited number of recent reviews for Client Portal, which may indicate a smaller user base or less frequent updates. In contrast, Assembly's robust review activity suggests a more active community and ongoing improvements based on user feedback.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
Best for new businesses
- CRM
- Client portal
- Messaging and team inbox
Client Portal
No pricing availableFree Trial
Assembly
Free Trial is available
Client Portal
No trial information availableRatings
Meets Requirements
8.9
226
Not enough data
Ease of Use
9.4
234
Not enough data
Ease of Setup
9.4
214
Not enough data
Ease of Admin
9.3
202
Not enough data
Quality of Support
9.5
203
Not enough data
Has the product been a good partner in doing business?
9.5
194
Not enough data
Product Direction (% positive)
9.7
216
3.0
5
Features by Category
Signature Process
9.2
63
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
67
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
7.2
9
Not enough data
7.2
10
Not enough data
7.7
10
Not enough data
8.3
10
Not enough data
Workflow
7.8
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
Analytics
7.0
10
Not enough data
7.5
10
Not enough data
7.8
10
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
7.3
8
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
7.0
15
Not enough data
7.6
16
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
9.3
9
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
8.0
11
Not enough data
8.7
9
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.3
9
Not enough data
Payment Options
8.3
9
Not enough data
9.3
10
Not enough data
Security
8.0
9
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.1
153
Not enough data
7.8
138
Not enough data
8.6
153
Not enough data
8.9
149
Not enough data
8.8
143
Not enough data
Collaboration
8.5
151
Not enough data
9.0
156
Not enough data
8.2
149
Not enough data
7.7
137
Not enough data
6.7
130
Not enough data
6.4
129
Not enough data
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
61
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
27
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
27
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
33
Not enough data
9.4
29
Not enough data
9.0
29
Not enough data
9.2
29
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and Client Portal are categorized as Client Portal
Unique Categories
Assembly is categorized as Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, E-Signature, Billing, Proposal, Contract Management, and Workplace Innovation Platforms
Client Portal has no unique categories
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Client Portal
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
24.9%
Accounting
14.4%
Consulting
8.3%
Financial Services
7.6%
Information Technology and Services
5.1%
Other
39.7%
Information Technology and Services
18.2%
Medical Practice
9.1%
Marketing and Advertising
9.1%
Management Consulting
9.1%
Internet
9.1%
Other
45.5%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Client Portal has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
