About this template

The same assistant your clients get, pointed inward: it answers from your own policies, playbooks, and past work so the team stops asking the same questions twice.

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, Technology, Accounting, and Legal firms running ai assistants workflows.