Fall 2025 Edition We’ve focused this month on making many smaller key improvements to our product to both enhance your clients’ experience and make your life easier. Read all the improvements we made on our blog. Folder locking in the Files App Previously, you could globally configure the Files

General improvements * Improved email deliverability for all workspaces. * Significantly improved the performance of loading the left sidebar in the Assembly Dashboard when there are large numbers of clients. * Workspace owners now have more control over client email notifications. On the Settings > Client Notifications page, we added a toggle for

Copilot is now Assembly Today we rebranded from Copilot to Assembly. You can read about the reason for the name change on our launch blogpost. You will start seeing our branding change across various surfaces. Our name has changed, but our mission hasn’t: helping you deliver customer experiences that

Multi-company clients for Professional+ plans In your Dashboard’s CRM, you and other internal users can now assign up to 30 companies to a single client. (Make sure you have companies enabled in your settings.) When you assign forms, contracts, and invoices, you now select which specific client/company combination

Magic Links Magic links let your clients log in with a single click from a secure link sent to their email or shared with them directly — no passwords, no extra steps. This is what the new experience is like when a client gets a notification about a new invoice. This

Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text

Freeform Automations Go to Automations in the sidebar and pick Start From Scratch. You can now build custom workflows by selecting from a range of triggers and actions. We added four new actions and two new triggers, for more flexible automations. Three Example Workflows 1. Track onboarding progress Define a

Improvements & Updates * In the Tasks App, we now support attachments. Simply drag & drop a file or type “/” and select the Upload option. * In the Tasks App, email notifications to clients now link directly to specific tasks instead of the Task App homepage. * On the homepage analytics dashboard, we

Today we're rolling out the 2024 Winter Release. Check out the full blog post for everything that's new! Tasks App With the new Tasks App you can create tasks and assign them to internal users, clients, and companies. Check out an interactive demo here and install

International currency subscriptions We now support non-USD subscriptions. You can create subscriptions in all currencies that were already available for invoicing. Reusable products and prices for subscriptions The Billing App now supports recurring products and prices alongside existing one-time options. You can use these recurring items when creating subscriptions and

Invoice receipts After an invoice is paid, you can now download an invoice receipt PDF that shows the payment date, payment method, and total amount paid. Invoice receipts are also automatically included in invoice paid email notification that are sent to you and clients.

Improvements & Updates * Improved the experience and speed of uploading large PDFs in the Contracts App. * When adding a new app, the app now immediately shows on the sidebar. * Improved the loading experience when navigating to apps. Previously clicking on a notification in the notification center sometimes resulted in a

Reusable products and prices for invoicing In the Billing App, you can now create products and prices, and then easily use them in invoices and invoice templates. This streamlines your invoicing process by eliminating repetitive data entry, ensuring consistency, and saving you time. You can create and manage products by

Custom Visibility for Apps With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g.

We're excited to announce the Assembly App Store (including 4 new apps), a new developer platform, and an Experts Marketplace where you find agencies to build your own custom features. For everything that's new, we recommend reading our full blog post here. Client Home With Client

Notifications API We added a Notifications resource and a notification.created webhook to our API. See our API docs for details about how the notification resource works. The new resource has the following endpoints: List Notifications, Create Notification, Delete Notification, Mark Notification Read/Unread Note that the notification.created webhook

One-off eSignature requests The Contracts App we released two months ago came with support for reusable contract templates, but not one-off eSignature requests. You can now create one-off requests that don't clutter up the templates you have by switching off the template toggle when creating a contract. Improvements

File search Two weeks ago we announced search for messages and now we're following up with search in the Files App. File search is available for both you and your clients. Improvements & Updates * Clients can now search messages. Previously message search was only available for internal users.

API enhancements See our API docs for details about the new endpoints and updates. * Added file.updated and file.deleted webhooks. * Added a contract.requested webhook. * Added a creationMethod property to the client resource. This property is especially useful if you want to set up different workflows depending on how