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AI that handles client onboarding and project management for you
LaunchBay's AI builds your workflows, validates documents, and reminds clients to provide the information you need. From onboarding to launch, progress happens without your team chasing clients down.
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Meet your AI project manager
Follow-up emails, status reports, and manual check-ins slow client onboarding down and create churn risk. Connect LaunchBay to Claude, ChatGPT, or any MCP-compatible AI tool and have it handle all of it for you.
Works with the AI tools you already use:
AI-powered client intake, document collection, and signatures
Client Onboarding
Build a structured onboarding workflow once and run it for every client. Tasks, forms, and document requests are assigned automatically so clients always know what to do next.
Document Collection
Request files, contracts, and supporting documents directly inside the client portal. Clients upload in one place. Your team sees exactly what's been received and what's still outstanding.
eSignatures
Send agreements, SOWs, and proposals for signature without leaving LaunchBay. Clients sign directly in their portal. No DocuSign account, no extra tool, no additional link to send.
“Before LaunchBay, we would spend 4+ hours per client tracking down onboarding information. Now, with automated follow-ups doing the heavy lifting, that entire process takes just 15 minutes.”
Lloyd Bookkin
Head of Customer Success
client onboarding
saved per client
manual follow-ups
