1. [Home](https://www.g2.com/) 2. ... 3. [Client Portal Software](https://www.g2.com/categories/client-portal) 4. [Assembly Discussions](https://www.g2.com/products/assemblysoftware/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c40937757085634e23d58a5af37f35a/assemblysoftware.png "Product Avatar Image") ![Reward for good Assembly reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37552/medal.svg "Reward for good Assembly reviews") ](/products/assemblysoftware/reviews) [ Assembly ](/products/assemblysoftware/reviews) (325)4.7/5 Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered 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 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. Show More * * * ### 32 Discussions ### 24 Participants ### 85.0 Nps Score Already have Assembly? ### All Assembly Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 3 years ago More Options - [ # What are the functions of a portal? ](/discussions/what-are-the-functions-of-a-portal) What are the functions of a portal? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Business Instant Messaging Software ](https://www.g2.com/tags/business-instant-messaging-software)[ Knowledge Base Software ](https://www.g2.com/tags/knowledge-base-software)[ Q&A Platforms ](https://www.g2.com/tags/q-amp-a-platforms) [ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ CRM Software ](https://www.g2.com/tags/crm-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 4 years ago More Options - [ # What are the features of customer portal? ](/discussions/portal-what-are-the-features-of-customer-portal) What are the features of customer portal? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Business Instant Messaging Software ](https://www.g2.com/tags/business-instant-messaging-software)[ Knowledge Base Software ](https://www.g2.com/tags/knowledge-base-software)[ Q&A Platforms ](https://www.g2.com/tags/q-amp-a-platforms) [ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ CRM Software ](https://www.g2.com/tags/crm-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What are the features of a portal? ](/discussions/what-are-the-features-of-a-portal) What are the features of a portal? [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ Billing Software ](https://www.g2.com/tags/billing-software) [ Knowledge Base Software ](https://www.g2.com/tags/knowledge-base-software)[ CRM Software ](https://www.g2.com/tags/crm-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ Q&A Platforms ](https://www.g2.com/tags/q-amp-a-platforms) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: Does Assembly offer a HIPAA-compliant client portal? ](/discussions/faqs-does-assembly-offer-a-hipaa-compliant-client-portal) Yes, Assembly offers a HIPAA-compliant client portal option for organizations handling sensitive health data. With robust security infrastructure, audit controls, and custom administrative permissions, Assembly helps you meet HIPAA requirements while maintaining a user-friendly experience for... [Read more](/discussions/faqs-does-assembly-offer-a-hipaa-compliant-client-portal) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: Does Assembly offer a secure client portal? ](/discussions/faqs-does-assembly-offer-a-secure-client-portal) Yes, Assembly’s client portal software offers enterprise-level data privacy and security for your client communications. Our platform is compliant with HIPAA, SOC 2, CCPA, and GDPR. For up to date reports on Assembly security compliance, visit our Trust Center ([Read more](/discussions/faqs-does-assembly-offer-a-secure-client-portal) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: Is Assembly a no-code client portal or do I have to program? ](/discussions/assembly-faqs-is-assembly-a-no-code-client-portal-or-do-i-have-to-program) Yes, Assembly is a true no-code client portal platform. You don’t need any technical expertise or programming skills to set up, customize, or manage your portal. With an intuitive drag-and-drop interface and pre-built apps, you can launch a branded client experience in minutes—no developers needed. [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: Is Assembly a no-code client portal or do I have to program? ](/discussions/faqs-is-assembly-a-no-code-client-portal-or-do-i-have-to-program) Yes, Assembly is a true no-code client portal platform. You don’t need any technical expertise or programming skills to set up, customize, or manage your portal. With an intuitive drag-and-drop interface and pre-built apps, you can launch a branded client experience in minutes—no developers needed. [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: Can Assembly's client portal be white-labeled? ](/discussions/faqs-can-assembly-s-client-portal-be-white-labeled) Yes, Assembly offers complete white-labeling options on Advanced and Professional plans. You can customize your client portal with your own logo, brand colors, and domain (e.g., portal.yourcompany.com), creating a fully branded experience that feels like an extension of your business.... [Read more](/discussions/faqs-can-assembly-s-client-portal-be-white-labeled) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: What makes Assembly’s client portal unique compared to others? ](/discussions/faqs-what-makes-assembly-s-client-portal-unique-compared-to-others) Assembly stands out by offering a fully customizable, no-code client portal that combines sleek design with powerful functionality. Unlike generic portals, Assembly includes: • White-labeled branding, including custom domains and colors • Modular apps like messaging, billing, forms, and help... [Read more](/discussions/faqs-what-makes-assembly-s-client-portal-unique-compared-to-others) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") • about 1 month ago More Options - [ # FAQs: What features should I consider when choosing a client portal software? ](/discussions/faqs-what-features-should-i-consider-when-choosing-a-client-portal-software) When selecting client portal software, look for features that enhance security, user experience, and business efficiency. Key features to prioritize include: Secure messaging and file sharing Custom branding and white-labeling Integrated billing and e-signatures Client onboarding... [Read more](/discussions/faqs-what-features-should-i-consider-when-choosing-a-client-portal-software) [ Client Portal Software ](https://www.g2.com/tags/client-portal-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Payment Processing Software ](https://www.g2.com/tags/payment-processing-software)[ Customer Communications Management Software ](https://www.g2.com/tags/customer-communications-management-software) [ Subscription Billing Software ](https://www.g2.com/tags/subscription-billing-software)[ Cloud FIle Storage Software ](https://www.g2.com/tags/cloud-file-storage-software)[ Online Form Builder Software ](https://www.g2.com/tags/online-form-builder-software)[ No-Code Development Platforms ](https://www.g2.com/tags/no-code-development-platforms)[ Website Builder Software ](https://www.g2.com/tags/website-builder-software)[ Cloud Content Collaboration Software ](https://www.g2.com/tags/cloud-content-collaboration-software)[ E-Signature Software ](https://www.g2.com/tags/e-signature-software)[ Billing Software ](https://www.g2.com/tags/billing-software)[ Proposal Software ](https://www.g2.com/tags/proposal-software)[ Contract Management Software ](https://www.g2.com/tags/contract-management-software)[ Workplace Innovation Platforms ](https://www.g2.com/tags/workplace-innovation-platforms)[ Workplace Innovation Software Questions ](https://www.g2.com/topics/workplace-innovation)[ Contract Management Software Questions ](https://www.g2.com/topics/contract-management) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.&title=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Assembly+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Assembly+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%0aAsk+Assembly+questions+and+get+answers+from+expert+users+in+our+Assembly+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - ‹ Prev‹ Prev - 1 - [2](/products/assemblysoftware/discuss?page=2) - [Next ›Next ›](/products/assemblysoftware/discuss?page=2) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/assemblysoftware/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/1600ed9c292219e868d179d27be76fa2/assemblysoftware.svg "Product Avatar Image") ### Have you used Assembly before? Answer a few questions to help the Assembly community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fassemblysoftware%2Fdiscuss%3Fsmall_ask%3Dassemblysoftware) No ## Top Contributors in Assembly 1 ![Jordan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan W.") JW Loading... ### [Jordan W.](https://www.g2.com/users/0b1e751c-7724-4fe2-9f1a-270d80b00a5e "Jordan W.") 8 pts 2 ![Melanie H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melanie H.") MH Loading... ### [Melanie H.](https://www.g2.com/users/a18cce37-d970-4abf-967b-0e6f1635fa2e "Melanie H.") Press Operator 2 pts 3 ![ahmad b.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ahmad b.") AB Loading... ### [ahmad b.](https://www.g2.com/users/c20af092-2971-4abc-9922-c2c0884d2b9f "ahmad b.") Marketing Consultant 1 pt 4 ![Laura L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura L.") LL Loading... ### [Laura L.](https://www.g2.com/users/a1ff6e35-2a0f-40fb-889d-cd1696950b95 "Laura L.") VP Account Strategy 1 pt 5 ![Sahil M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sahil M.") SM Loading... ### [Sahil M.](https://www.g2.com/users/sahil23 "Sahil M.") System Engineer 1 pt