About this template

Send clients a clear checklist of documents to provide, with reminders and secure storage until everything's collected.

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

Accounting, Legal, Real estate, and Financial services firms running onboarding workflows.