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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
Stoatify serves as a secure platform for documents catering to individuals, families, freelancers, teams, and larger enterprises alike. It consolidates various functionalities such as document capture, organization, full-text search, sharing, electronic signatures, workflows, and access management into a single comprehensive solution. Users can store documents in a personal or shared Vault, which is systematically arranged using folders, categories, and tags, while OCR technology enables full-text search capabilities that locate content within scanned files and PDFs. The platform also features rules-based auto-tagging and trigger-driven workflows that streamline repetitive filing processes, alongside built-in e-signatures that utilize reusable templates for convenience. Access permissions are meticulously managed at both the object level with organizational roles and through per-document Access Control Lists (ACLs), all supported by a comprehensive organization-wide audit log. Additionally, a well-documented REST API with scoped API keys facilitates seamless integrations with platforms like Zapier, Make, and n8n, in addition to providing outgoing webhooks. Users can enjoy the flexibility of native applications available on web, iOS, and Android, ensuring that all account data and documents are consistently accessible across devices, enhancing the overall user experience. This unified approach aims to make document management more efficient and user-friendly for everyone involved.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
App Store
Yes
Cal.com
Yes
Calendly
Yes
ClickUp
Yes
Figma
Yes
Google Analytics
Yes
Google Forms
Yes
Google Sheets
Yes
HubSpot CRM
Yes
Looker
Yes
Integrations
App Store
No
Cal.com
No
Calendly
No
ClickUp
No
Figma
No
Google Analytics
No
Google Forms
No
Google Sheets
No
HubSpot CRM
No
Looker
No
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
$0/month
Free Trial
No
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
Yes
iPad App
No
Android App
Yes
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
No
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
StoatWorks Software Inc.
Founded
2026
Country
Canada
Website
www.stoatify.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
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
