About this template

Give clients a shared calendar of meetings, milestones, and deadlines so everyone sees what's coming up — kept in sync with the work in their portal.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

What you can customize

• Branding, colors, and your own domain
• Fields, sections, and the steps clients see
• Automations, reminders, and notifications
• Access and permissions per client or team

Perfect for

Consulting, Legal, Real estate, and Healthcare firms running trackers workflows.