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Centralize everything for your customers in one client portal
Get customers to value, without the guesswork
A clear path forward
A progress tracker shows your customer exactly where they are, what’s done, and what’s next. They can access it in their portal via a secure magic link.
No more hunting across tools
Tasks, forms, files, contracts, and meetings all live in the portal, so your customer always knows where to find what they need.
Consistent outcomes for every customer
Build the portal once from a template so every customer gets the same proven process across every industry you serve.
A better customer experience, from start to finish
The right client portal for your industry
See how law firms, accounting firms, financial advisors, and agencies use LaunchBay to run client work in one branded portal.
Manage document-heavy, approval-driven client work with clarity and control
“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."
Run every client matter with clear ownership and visibility
"LaunchBay does everything we've dreamed of and more when it comes to onboarding software customers."
Standardize client work across every engagement
"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."
Keep every client relationship on track while collecting documents, agreements, and approvals
"Since implementing LaunchBay, a single team member can do the same work that once required four people."
