Assembly B2B Case Studies & Customer Successes

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Assembly is the AI-powered customer experience 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 client 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.

Case Studies

Showing 8 Assembly Customer Success Stories

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How Capital One Luxury Travel Balanced “Build vs. Buy” with Assembly

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How Collective CPA & Advisors Unifies Accounting Services for Clients

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Ditto - Customer Case Study

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How Durrick Designs Centralizes Client Collaboration with Assembly

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How Heritage Law Partners Delivers Exceptional Client Service with Assembly

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How Orca Accounting Scaled 4.5x in 7 Months with Professional Client Portal Software

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How Vacation Rental License Streamlines Client Operations

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How Zen Aegis Saves Clients 40+ Hours a Week With Secure, Automated Portal Software

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