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Description
Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.
Description
Encyro offers secure file storage, encrypted email and electronic signatures. Encyro's award-winning design makes it easy for you and your clients. Clients don't have to sign up for portal accounts.
File sharing and encrypted messaging
Encyro allows you to send directly to any email address. Encyro protects your data both during transmission as well as storage to ensure that you are in compliance with HIPAA and other compliance standards such as the GDPR, FINRA and SOX. Securely receive via your custom-branded upload page. Clients do not need to log in or go through additional steps.
Electronic Signatures
Encyro esignatures are designed for remote signing to protect your transaction. You can control the login options as well as the type of signature to ensure that only the right person is signing. Encyro offers custom branding, automated reminders, re-usable templates for e-sign, and re-usable Encyro e-sign templates. Access codes that comply with NIST-8006363 can be sent by SMS or text for additional security.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Airtable
Yes
App Store
Yes
Cal.com
Yes
Calendly
Yes
ClickUp
Yes
Figma
Yes
Google Analytics
Yes
Google Docs
Yes
Google Sheets
Yes
HubSpot CRM
Yes
Integrations
Airtable
No
App Store
No
Cal.com
No
Calendly
No
ClickUp
No
Figma
No
Google Analytics
No
Google Docs
No
Google Sheets
No
HubSpot CRM
No
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
$9.99/month/user
Unlimited free clients. You only pay for yourself and optionally staff.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Assembly
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
Encryo Inc
Founded
2012
Country
United States
Website
www.encyro.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
No
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
No
Email Security
Anti Spam
No
Anti Virus
No
Email Attachment Protection
Yes
Encryption
Yes
Policy Management
No
Quarantine
No
Reporting/Analytics
No
Whitelisting / Blacklisting
No
File Sharing
Audit Trail
Yes
Chat / Messaging
No
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
No
Search
Yes
User Management
Yes
Version Control
No
Workflow Management
No
