
Assembly
7.7#4 in legal client portal softwareFrom $29 a monthFree planWebAPImacOSWindows
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| Fact | Assembly | CARET Legal |
|---|---|---|
| Client portal | The portal centralizes client messaging, file sharing, e-signature contracts, invoices, forms and tasks under the firm's branding. | Yes |
| Integrations | Assembly supports embedded third-party tools and connects to more than 1,000 apps through Zapier, Make and similar no-code services. | Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online. |
| Public API | The REST API manages clients, companies, messaging, files, billing and other resources using API keys in the X-API-KEY header. | The API initially supports creating, retrieving and modifying matters plus custom fields, contacts, notes and files. |
| Rating on G2 | 4.7 out of 5 from 344 reviews. | 4.4 out of 5 from 210 reviews. |
Assembly suits teams building authenticated client-facing apps or internal tools, particularly those that want templates, connected services, and an integrated client experience. It is not suited to teams building public websites, public directories, or consumer apps.
CARET Legal suits law firms seeking client intake, portals, billing, accounting, and document workflows across web and mobile devices. It may also fit organizations needing tiered analytics and reporting controls.