About this template

Curate a branded library of guides and resources clients can search on their own, with controls over who sees what.

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

Education, Consulting, Healthcare, and Financial services firms running knowledge base workflows.