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Client portal and onboarding software for law firms

Automate client intake, document collection, and task follow-ups in one secure portal. LaunchBay helps law firms and legal professionals spend less time on administrative onboarding and more time focused on casework.

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Stop losing billable hours to client intake

Collect every document without sending a single follow-up

Automatically request signed retainers, identification documents, case questionnaires, and supporting files through one organized portal. No more chasing clients over email or tracking what came in on a spreadsheet.

Give every client a polished, professional experience

Clients access a secure, branded portal where they can upload documents, view deadlines, complete tasks, and track case progress. No login required. No learning curve. Just a clean experience that builds trust from the first interaction.

Stay on top of every client without the mental overhead

Centralize communication, document requests, and task tracking so nothing falls through the cracks. LaunchBay keeps your team and your clients aligned through every matter, from intake through resolution.

Features law firms and legal professionals rely on in LaunchBay

Client Portals

Every client gets their own branded portal to upload documents, complete intake tasks, and track case milestones. Fully white-labeled to your firm. No client login required. One central place for everything your team needs from initial consultation through active representation.

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Onboarding Automation

Build repeatable intake workflows that collect signed retainers, conflict checks, identification documents, case questionnaires, and supporting files automatically. Whether you're onboarding one client or twenty in a week, every new matter follows the same structured process without manual coordination.

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Contracts

Clients review and sign retainer agreements, engagement letters, and disclosure documents directly inside their portal. No third-party e-signature tool. No email back-and-forth. Get every new matter authorized faster and keep every signed document in one searchable place.

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Project Progress Tracker

Give clients a live view of where their matter stands, from intake through discovery, filings, or case resolution. Your team sees what's on track and what's stalling. Clients stop asking "what's the status?" because the answer is always one click away.

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Loginless Client Access

Clients access their portal by clicking a secure magic link sent to their email. No passwords. No account creation. No "I can't log in" support requests. One click and they're in, which means higher completion rates on document requests, intake forms, and every task you assign.

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Integrations

Connect LaunchBay to Clio, Google Drive, HubSpot, Zapier, Calendly, Stripe, and more. When a new client signs on, intake kicks off automatically and they get instant portal access to start uploading documents and completing tasks without your team lifting a finger.

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Why law firms trust LaunchBay for client onboarding

78% fewer
client phone calls
and meetings
15+ hours
saved each week
37% faster
hours saved every week
Recognized as a category leader by G2, Capterra, and Software Advice.
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Frequently Asked Questions (FAQs)

What is the best client onboarding software for legal firms?
The best way to automate client onboarding in legal is to replace manual email-based intake with a structured workflow inside a client portal. LaunchBay lets law firms build automated onboarding sequences that collect signed retainers, identification documents, case questionnaires, and supporting files. Clients complete everything in one portal, and automated reminders handle follow-ups so your team can focus on casework.
How does LaunchBay help law firms automate client onboarding?
LaunchBay lets law firms build repeatable intake workflows that trigger automatically when a new client signs on. Retainer agreements, conflict checks, document requests, and task assignments are all delivered through a branded portal. Automated reminders follow up on incomplete items so your team never has to manually chase a client for missing paperwork.
Does LaunchBay include a client portal for law firms?
Yes. LaunchBay provides fully white-labeled client portals where legal clients can upload documents, sign retainer agreements, complete intake forms, view deadlines, and track the status of their matter. Portals are branded to your firm and require no login. Clients access everything through a secure magic link sent to their email.
Do client portals include a progress tracker so clients can see project status?
Yes. LaunchBay includes a built-in progress tracker that shows clients real-time project status inside their portal. Clients can see completed steps, upcoming milestones, and overall progress, which reduces status check-ins and increases transparency across engagements.
How is LaunchBay different from legal practice management software like Clio or MyCase?
Legal practice management tools like Clio and MyCase are built to manage internal workflows, deadlines, billing, and team capacity. LaunchBay is built for the client-facing side of your firm. It gives clients a branded portal where they complete intake tasks, upload documents, sign retainers, and track progress without needing access to your internal systems. Many firms use LaunchBay alongside their practice management software to bridge the gap between internal operations and the client experience.
What tools can law firms replace by using LaunchBay?
LaunchBay consolidates several standalone tools that law firms typically juggle during client intake. Instead of using DocuSign for retainer agreements, Dropbox or Google Drive for document collection, email for task follow-ups, and a separate spreadsheet or portal to track client progress, everything lives in one platform. Firms using LaunchBay typically eliminate 3-5 tools from their intake workflow while giving clients a more professional, organized experience.
Does LaunchBay integrate with Clio and other legal tools?
Yes. LaunchBay integrates with Clio, Google Drive, HubSpot, Zapier, Calendly, Stripe, and other platforms law firms rely on. Integrations let you trigger intake workflows automatically when a new client is added to your practice management software or CRM, so portal access and document requests go out without any manual work.

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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