About this template

Write one message and send it to every client, or to a filtered segment. Delivery status and replies stay in one place instead of scattered across inboxes.

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

Marketing, Consulting, Accounting, and Real estate firms running community workflows.