Branded client portals that keep every project on track

LaunchBay gives every client a branded, loginless portal where they can upload files, complete tasks, approve deliverables, and track progress. Your team stays organized. Your clients stay informed. No follow-up emails required.
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Powering 20,000+ client projects every month
LaunchBayClient Portal Software for B2B Teams
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Everything your clients need in one portal

Loginless magic link access

Clients click a secure magic link from any email notification and land directly in their portal. No account creation, no password, no app download required.

Fully white-labeled

Add your logo, brand colors, custom domain, favicon, and header image. On the Premium plan, remove all LaunchBay branding so the portal looks and feels like your own product.

Portal tasks with dual assignment

Assign tasks to clients, team members, or both. Attach forms, files, contracts, invoices, and checklists with due dates and automated reminders built in.

Custom portal pages

Embed dashboards, forms, third-party tools, or any website directly inside your client portal. Create custom project pages tailored to each workflow or client.

Built-in progress tracker

Every project includes a visual progress tracker clients can see in real time. They always know where things stand without asking your team for a status update.

Client request forms

Let clients submit requests directly through embedded portal forms. LaunchBay automatically creates a task and assigns it to the right person on your team.

How teams use LaunchBay's client portals

Automate client onboarding from day one

When a deal closes, trigger a portal automatically. Clients land in a branded workspace with their tasks, forms, contracts, and files ready to go. No manual setup, no scattered emails, and no delays getting started.

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Give clients real-time project visibility

Clients see a progress tracker, activity feed, and task list inside their portal. They always know what's been completed, what's in progress, and what they need to do next. Your team spends less time on status updates and more time on delivery.

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Make your portal look like your own product

With white-label settings, custom domains, branded emails, and personalized portal pages, clients interact with a platform that looks and feels like it was built by your team.
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Keep exploring LaunchBay's features

Unified Inbox

Manage every client conversation from one inbox. Internal notes, @mentions, and client-facing messages all tied to the right project.

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Automations

Pair your portals with automated workflows that trigger tasks, messages, and follow-ups when deals close or milestones are reached.

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Proofing

Let clients review, annotate, and approve images, PDFs, and videos visually inside their portal. Get sign-offs faster without email chains.

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Frequently Asked Questions (FAQs)

What is a client portal and how does it work in LaunchBay?
A client portal is a branded, self-service workspace where your clients can upload files, complete tasks, approve deliverables, view project progress, and communicate with your team. In LaunchBay, each portal is loginless by default, meaning clients access it through a secure magic link with no account or password required. Portals include built-in pages for Home, Activity, Tasks, Invoices, Files, and Messages, plus custom pages you can create for each project.
Do clients need to create an account or log in to access their portal?
No. By default, clients access their portal through a secure magic link sent via email. There's no account creation, no password, and no app download required. For teams that need additional security, LaunchBay also offers password-protected portals as an optional setting on the Premium plan.
Can I customize client portals with my own branding and domain?
Yes. All LaunchBay plans let you add your logo, brand colors, and company name to client portals and emails. On the Premium plan, you can also set up a fully custom domain (like clients.yourbusiness.com), upload a custom favicon and header image, send emails from your own business address, and remove all LaunchBay branding entirely.
What can clients do inside their LaunchBay portal?
Clients can view and complete assigned tasks, upload and download files, approve deliverables with visual annotations, send and receive messages, track project progress in real time, pay invoices, and access any custom portal pages you've created. Tasks support forms, contracts, checklists, and file uploads with due dates and automated reminders.
Can I create custom pages inside client portals?
Yes. Beyond the default portal pages, you can create fully custom project pages and embed dashboards, forms, third-party software, or any website directly inside the portal. Custom pages can be configured per project or per template, so you can tailor the portal experience to each client or workflow.
Is there an option for password-protected client portals?
Yes. While LaunchBay uses loginless magic links by default for a frictionless client experience, teams on the Premium plan can enable password-protected portals. When enabled, clients set a password for their account and log in with their credentials instead of clicking a magic link. This is a global setting that applies to all portals in your account.

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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