Client Portal vs. Assembly
A side-by-side comparison based on G2 review data.
| Metric | Client Portal | Assembly |
|---|---|---|
| Overall rating | 3.7 | 4.7 |
| Review count | 11 | 348 |
| Ease of use | 10.0 | 9.4 |
| Ease of setup | 0.0 | 9.4 |
| Quality of support | 5.0 | 9.5 |
| Meets requirements | 5.7 | 9.0 |
| NPS | 9.090909 | 84.057971 |
| Small Business | 45.5% | 94.6% |
| Mid-Market | 18.2% | 5.1% |
| Enterprise | 36.4% | 0.3% |
| Total page views | 77 | 2,443 |
| Total LLM citations | 466 | 8,967 |
Client Portal
Client Portal integrates with WordPress to help you manage your client projects, without the bulky project management software.
Assembly
Assembly is the AI-powered platform for professional service firms, from accounting and bookkeeping practices to agencies and consultants. It combines a branded client portal, a simple CRM, and an AI app builder that lets your firm add any software it needs without a dev team. Clients get one branded place for messages, files, forms, tasks, contracts and e-signatures, and invoices they can pay online. Your team runs on a CRM with automated reminders and an AI Assistant that knows full client context. When your firm needs something the portal doesn’t do yet, describe it.
- Ease of Use
- Easy Setup
- Customer Support
- Intuitive
- Integrations
- Features