About this template

Keep your team aligned with announcements and channels, with read receipts and pinned posts so nothing's missed.

Start from this template and describe what you want to change in plain English — Assembly adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

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

Technology, Consulting, and Healthcare firms running community workflows.