White-Label Client Intake & Onboarding Software

Automate the collection of files, forms, signatures, and all other information your team needs to onboard clients in fully white-labeled client portals.

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Keep customers excited and engaged at every stage

Automated Onboarding

Automate the collection of files, signatures, and forms and give clients access to everything they need in a single portal.

Secure File Sharing

Clients upload files by clicking a magic link sent to their email and can access files you share with them through a secure portal.

White-label Portals

Give your clients a secure, easy, and professional way to provide information and communicate with your team in branded client portals.

Features you'll love in LaunchBay

Client Tasks

Assign onboarding tasks with due dates and automated reminders—no more chasing clients over email. Keep everyone aligned and accountable from day one.

Client Portals

Give each customer a loginless, white-labeled portal to complete tasks, upload files, sign documents, and stay informed—all in one place.

Project Tracker

Track every onboarding step without spreadsheets. LaunchBay keeps clients and internal teams aligned with simple status updates and real-time progress visibility.

Onboarding Forms

Build custom intake forms tied to client tasks. Collect exactly what your team needs—without sending a single follow-up email.

Contracts

Turn the PDFs and other documents you already use into signable contracts and agreements customers can complete directly in their lient portals.

File Collection

Request the right files at the right time—centralized, organized, and instantly accessible by your team.

Project Templates

Standardize onboarding with reusable templates that auto-generate the right tasks, stages, and automations for every new client.

Automated Workflows

Eliminate repetitive tasks with automations that keep onboarding moving—even when your team’s offline.

Integrations

Connect 1000s of tools to your LaunchBay Client Portals. Embed apps directly or use Zapier to set up automations between LaunchBay and other tools.

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With LaunchBay's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
Generate your SOP now →

FREE EBOOK

Improve your client onboarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
Download the free eBook now →

Why teams trust LaunchBay
to run their client projects

83% faster

collection of client information

20+ hours

saved per week

72% less

manual follow ups

“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes.”
Lloyd Boolkin

Wirely

“Before implementing LaunchBay, we anticipated hiring a full-time project manager. LaunchBay’s automation eliminated 20+ hours of manual work each week, allowing us to indefinitely delay that hire.”
Stephanie Hofhenke

String Marketing

"Using LaunchBay to productize our services has been a complete game-changer. With workflow templates and automated follow-ups, we’re able to consistently collect the information we need from customers on time—without the usual back-and-forth."
Justin Kavanaugh

Sites at Scale

Run client work the smarter way

Replace scattered tools with one platform for onboarding clients, coordinating work, and delivering a better client experience.

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