About this template

Track any set of records through your stages — from onboarding to complete — with live status, progress, and last-updated at a glance.

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, Marketing, Technology, and Real estate firms running trackers workflows.