About this template

Build smart intake forms that show and hide questions based on earlier answers, so clients only see what's relevant to them.

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

Legal, Healthcare, Accounting, and Financial services firms running onboarding workflows.