Aqvori vs Assembly: client portal and case workflow compared
Assembly describes itself as a CRM, client portal and AI app builder for firms. Aqvori is built around cases that move through set steps. Here is where each one fits.
Side by side
| Area | Assembly, per its own site | Aqvori |
|---|---|---|
| Client portal | A portal for messages, contracts and files, with a white-label option and a branded domain. Source | Clients sign in to their own portal for progress, documents, messages and tasks. Each is a switch you control, in your branding and on your own web address. |
| Workflow | Lists a workflow builder among its platform features, and describes automatic onboarding with forms and messages. Source, source | Workflows drawn on a canvas: phases, approval steps and lead assignment, checked before you publish. People move each step forward. |
| AI | An assistant surfaces client context and helps draft follow-ups, and an app builder creates apps you describe. Source, source | Vori summarizes work, drafts replies and answers questions from your data, on your organization's own AI account. It never sends on its own. |
| Signatures | Agreements with built-in electronic signatures. Source | Documents can be signed in the portal, without a separate service. |
| Client billing | Online invoices and checkout on a custom domain. Source | Not built in. Aqvori does not invoice clients or collect payments. |
Where Assembly may suit you better
If you want billing inside the portal, or you want to build your own apps on the platform, Assembly states both on its own pages. It also describes an open API and connectors to automation tools.
Where Aqvori fits
Aqvori is for teams whose client work moves through set steps, with people deciding at each one:
- Multi-step work with approval steps, drawn with no code and checked by a validator before you publish
- A personal list for each person, so approvals, next steps and deadlines land in one place
- Documents in your organization's own Google Shared Drive
- An AI copilot on your own AI account that drafts and never sends on its own
- Roles you set, enforced on the server, and a separate sign-in for clients
What Aqvori does not do today
- Aqvori does not invoice clients or collect payments.
- We have no public customer reviews yet.
- We do not publish prices on this site; we discuss them on the demo call.
- The mail, calendar and storage path we publish today is Google. If you run on Microsoft 365, ask us on the demo call.
Sources
Everything said here about another company comes from its own public pages, listed below. We re-check them each quarter. If a line is wrong, tell us at support@aqvori.com and we will fix it. Assembly is a trademark of its owner. Aqvori is not affiliated with or endorsed by it.
- Assembly home page (Read November 10, 2026)
- Assembly client portal for consulting firms (Read November 10, 2026)
See how your process would look.
Bring one piece of client work and we will sketch it as a workflow on the call.