Create remarkable client experiences
Professional service firms struggle with fragmented tools and manual workflows that slow onboarding and back-office operations and degrade the client experience.
An AI-powered client portal and CRM platform with an AI assistant that unifies tasks, payments, messaging, files, contracts, and forms, extensible via integrations and APIs.
Professional service firms and their client-facing teams who manage client onboarding, communication, and delivery.
founder/ceo at Assembly
Cofounder, CTO at Portal (YC W18). Former Software Engineer at Pinterest.





