Marlon Misra

Cofounder/CEO at Assembly

Tools & Tips

10 Client communication tips: top ways to improve in 2025

Good client communication helps keep clients loyal and prevents churn. Learn 10 ways to make your conversations clearer and more effective in 2025.

Announcements Featured

Meet Assembly — the AI-powered platform for professional service firms

Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.

Announcements Featured

Assembly Assistant is in beta

Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.

Tools & Tips

10 client acquisition strategies that work (with examples)

An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.

Announcements Featured

Introducing multi-company clients

Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.

Announcements

Summer 2025 Edition

Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.

Tools & Tips

7 best file sharing software of 2025 (features + pricing)

Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.

Announcements

Introducing Shopify-like stores for professional services

Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.

Tools & Tips

Why is a knowledge base important for productized agencies?

If you want to run an efficient productized agency, you need a knowledge base. Learn more about the benefits of knowledge bases for productized businesses.

Tools & Tips

Client management: 7 practical tips for winning and retaining clients

Learn practical tips to help you improve client management from 7 business experts.

Tools & Tips

How to productize a service (the right way) in 2025

Learn how to productize a service, make your revenue more predictable, and get the benefits that come with scaling your service-based business.

Tools & Tips

5 free bookkeeping pricing templates to grow your revenue

An expert overview of the 5 pricing templates for bookkeeping that you can start using today to showcase the value of your services and get paid.

Tools & Tips

How to create a custom white label client portal

Learn how to customize the look, feel, and functionality of your white label client portal so you can create a better user experience for your clients.

Tools & Tips

10 Best Hubflo alternatives & competitors in 2025

Looking for the best Hubflo alternatives? Discover our top 10 picks to start, run, and grow your service-based business.

Announcements

Spring 2025 Edition

With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.

Announcements

2025 Collaboration Edition

Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients. Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the

Inside Assembly

The stack that powers modern service businesses

Background Assembly helps professional service businesses manage clients and communication in one place. Messaging, file sharing, contracts, and billing all happen in a single, unified experience that makes life easier for businesses and provides a seamless experience for their clients. At the core of this is a customizable client portal

Tools & Tips

How to start an accounting firm in 2025 (8 easy steps)

Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.

Announcements

2025 Foundations Release

Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite. Freeform Automations Automations help you save

How to collect money from clients who won't pay (6 ways)

Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.

Tools & Tips

How to create a project execution plan (PEP) in 6 steps

Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.

Announcements

2024 Winter Release

At Assembly, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools. Manage tasks with the Tasks App With the Tasks App we’re taking

Tools & Tips

Expert picks: 10 go-to CoordinateHQ alternatives (2024)

Looking for a better CoordinateHQ alternative? Check out our list of the top 10 picks, along with their detailed reviews, benefits, and pricing.

Tools & Tips

10 Task Management Software & Tools in 2024

Looking for the best task management software? Discover our top 10 picks to start, run, and grow your service-based business.

Tools & Tips

How to Write a Client Contract (7 Steps + Examples)

Secured your first client? Whether you are a small business owner or an entrepreneur, here’s how you can easily write a contract step by step.