Case Study: Heritage Law Partners achieves streamlined client service with Assembly

How Heritage Law Partners Delivers Exceptional Client Service with Assembly

Heritage Law Partners, a law firm specializing in estate planning, faced challenges with the clunky and unbranded client portals of traditional legal practice management software. Managing attorney Eliana Emery sought a more intuitive and customizable solution to improve the client experience and avoid being locked into a single platform. They turned to the vendor Assembly for its client portal software to address these issues.

By implementing Assembly's standalone and flexible client portal, Heritage Law Partners created a branded hub for client communication, document sharing, and onboarding. The solution integrated with their existing tools like Calendly and, through Assembly's API, allowed for custom workflows. This resulted in saving over 100 hours of staff time annually, significantly improving client satisfaction, and positioning the firm as a modern, client-first practice.

Heritage Law Partners

Eliana Emery

Managing Attorney