Don't start from scratch
Add a ready-made app, customize it, publish.
- Product
- Assembly
- Sent from
- assembly.com
- Sent
Add a ready-made app, customize it, publish. Hi Emre, Build something for your clients that only your firm does: give new clients an exceptionally smooth onboarding or build a custom progress report that makes you stand out. Start from one of 30+ ready-made apps and personalize them to your workflows. Explore templates ( https://dashboard.assembly.com/portal/zizKWaCnM?next=/app-setup/build?tab=build&utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) -------------------------- Popular app templates for professional service firms -------------------------- Document collection ------------------- Stop chasing clients for paperwork. Send each client a checklist of exactly what you need, with due dates and automatic reminders. Start collecting documents ( https://assembly.com/templates/document-collection?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Client project tracker ---------------------- Answer “where are we on this?” before anyone asks. Share milestones and live progress for every engagement, and notify clients automatically when work moves forward. Share your project progress ( https://assembly.com/templates/client-project-tracker?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Onboarding wizard ----------------- Give every new client the same polished first week. Customize a multi-step flow that onboards clients, saves their progress so they can finish later, and flags anyone who stalls. Build your onboarding flow ( https://assembly.com/templates/client-onboarding-wizard?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ------------------------------ Make it yours, then publish it ------------------------------ Once an app is added, ask for changes in the builder: * “Add a due date and email me when a client submits” * “Rename the fields to match our intake form” * “Add a step for clients to upload a signed document” When it looks right, publish it so it shows up in your portal. Then sign in as your test client to see it the way your clients will. If you get stuck, or you'd like a second pair of eyes on your first app, just reply to this email — or write to support@assembly.com ( support@assembly.com?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ). A real person on our team will get back to you. Assembly Create remarkable client experiences. ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Guide ( https://assembly.com/docs/getting-started/welcome?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ YouTube ( https://youtube.com/@assembly?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Community ( https://community.assembly.com?utm_campaign=%5BNew%5D+Assembly+Onboarding&utm_content=Email+3%3A+Add+Apps%2FTemplates&utm_medium=email&utm_source=marketing ) © Copilot Platforms Inc. 169 Madison Ave, New York, NY 10016 Update email preferences ( https://track.customer.io/manage_subscription_preferences/dgS5kQYLAIeAqgGGgKoBAaHb9UJychxjeqPWreVcEw== ) Unsubscribe ( https://track.customer.io/unsubscribe/dgS5kQYLAIeAqgGGgKoBAaHb9UJychxjeqPWreVcEw== )
- Accession
- nse/assembly/2026-11-14/6986
- From
- Assembly · marketing@assembly.com
- Sent
- 14 November 2026 · 21:00 UTC
