About this template

Give each client a clear checklist of what to do next, with due dates and reminders, so nothing stalls on their side.

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, Accounting, Legal, and Marketing firms running trackers workflows.