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Run All Client Work in One Place
Tasks, approvals, files, and communication -- all in one place for your team and your clients.
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Everything you need to run client work
Client Portals
Give clients an on-brand client portal to upload files, complete onboarding tasks, and approve work--without endless email threads or 'just a quick reminder' pings.
Never Chase Clients Again
Track every task, approval, and deliverable so projects move forward without constant follow-ups.
Workflow Automation
Automate reminders, assignments, follow-ups, and handoffs so client work keeps moving.
Turn closed deals into client work automatically
Connect LaunchBay to your CRM so every closed deal automatically creates a structured client workspace with tasks, documents, and next steps.
Your team gets instant clarity. Your client gets an elevated experience.
No manual setup. No delays. Just client work, ready to go.
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Built for teams where client work is messy
LaunchBay brings order to the chaos of managing clients -- from kickoff through delivery.
Standardize client onboarding, approvals, and delivery without endless follow-ups
“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."
Run structured customer onboarding and implementations with clear ownership and visibility
"LaunchBay does everything we've dreamed of and more when it comes to onboarding software customers."
Keep complex CRM setups on track while collecting client data, access, and approvals
“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes"
Guide clients through structured engagements with clear steps and milestones
"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."
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Manage document-heavy, approval-driven onboarding with clarity and control
"Since implementing LaunchBay, a single team member can do the same work that once required four people."
Run client operations without the chaos
LaunchBay helps you onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead.
Keep client work moving
Clients get clear tasks, reminders, and deadlines so projects progress without constant follow-ups.
Deliver a premium client experience
White-labeled client portals give customers one place to collaborate with your team, share files, and stay aligned.
Close deals and start work instantly
Send contracts, collect signatures, and launch client work without switching tools.
Client feedback, without the follow-up
Clients review, annotate, and approve files right in their portal. You stay in the loop, keep projects moving, and never need a "Just checking in…" email.
Onboard clients faster
Automate your document & file collection processes and eliminate bottlenecks in your client workflows.
Give clients (and your team) real-time visibility
Clients can log in anytime to see what’s complete, what’s coming, and what’s holding things up—no back-and-forth required.
Case Studies
Happier clients. Faster launches. Less chasing.
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“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes—freeing up our team to focus on delivering value instead of chasing clients.”
client onboarding
saved per client
manual follow-up emails
"LaunchBay allows us to manage internal work and client-facing communication in one place. Our projects are moving forward faster, which helps us be more profitable and produce better work for each client."
saved per week
feedback & approval on client files
internal workflow updates
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"The ability to productize a service using LaunchBay for onboarding has been a game changer for us. It’s allowed us to set up repeated tasks with automated follow-ups to ensure customers provide the information we need by the due dates we set."
saved per week
client onboarding
client meetings and phone calls
“We used to need a team of four full-time staff members to onboard clients. Since LaunchBay, a single person is all we need, and we've been able to move the other three team members to more revenue-focused roles."
saved per week
client information collection
days to onboard clients
“Instead of checking email, Monday, Slack, and Notion, I just open LaunchBay. I see what I need to do next, and I get to work.”
client onboarding
tools needed for onboarding
in follow-up calls & emails
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“Before, I could only take on five clients because I was using paper, spreadsheets, and constantly chasing people down. Now, I can handle twenty. I just hit a button and occasionally send a quick check-in message. LaunchBay lets us grow without getting bogged down by manual processes.”
in client capacity
saved per employee
manual follow-ups
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"Thanks to LaunchBay, we’ve reached full capacity for our programs while saving over 50 hours each week. Not only have we increased the number of available slots—we’re filling them faster than ever by eliminating manual back-and-forth and streamlining communication."
saved per program
manual follow-ups
saved per week
"LaunchBay client portals give us a level of credibility our competitors don't have. In the last few months, our biggest clients have started referring even bigger clients, and it's a direct result of a client experience."
saved per day
onboarded automatically
in new client referrals
