Client portal software for consultants and consulting firms

Automate client onboarding, deliverable tracking, and task follow-ups in one secure portal. LaunchBay helps consultants and consulting firms spend less time on project coordination and more time delivering results.
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LaunchBayClient Portal Software for B2B Teams
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Everything consulting firms need to run engagements without burning billable hours.

Loginless Client Access

Clients click a magic link from any notification and land directly in their portal. No new account, no password, no app to download. The senior leaders you're advising will actually log in, complete tasks, and approve work, instead of replying "can you just send it over email?"

Branded Client Portals

Add your logo, brand colors, custom domain, favicon, and header image. Remove every trace of LaunchBay branding so the portal looks and feels like a natural extension of your firm. The client experience matches the polish of the work you deliver.

Embedded eSignatures

Send engagement letters, statements of work, NDAs, and amendments through the portal and collect signatures without DocuSign. Every signed document stays organized in one searchable place, so when a client asks for a copy six months later, you find it in seconds.

Milestone & Retainer Billing

Send invoices tied to engagement milestones, monthly retainers, or completed deliverables and collect payment in the same portal where the work lives. No separate billing tool, no chasing finance teams, no awkward "just following up on that invoice" emails.

Strategy Sign-Off

Share strategy decks, findings reports, financial models, and recommendations inside the portal. Clients annotate, leave feedback, and sign off. Every approval is timestamped, so when a stakeholder asks "who approved this?" the answer is one click away.

Centralized Client Inbox

Every portal has a built-in message center, so conversations, file attachments, and updates stay organized by client and engagement (not buried across email threads with the COO, the CFO, and three different VP-level project sponsors).

How consulting firms use LaunchBay to deliver results

Give every client a polished, professional portal experience

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

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Collect every document without sending a single follow-up

Automatically request signed agreements, project questionnaires, brand guidelines, and supporting files through one organized portal. No more chasing clients over email or tracking what came in on a spreadsheet.

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Give clients real-time project visibility inside their portal

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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Stay on top of every client without the mental overhead

Centralize communication, work requests, task tracking, and collaboration so nothing falls through the cracks. LaunchBay keeps your team and your clients aligned through every engagement, from kickoff through final deliverable.

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Frequently Asked Questions (FAQs)

What is a client portal for consultants and how does LaunchBay work?
A client portal for consultants is a branded, shared workspace where clients complete onboarding tasks, sign engagement letters and NDAs, upload documents, approve deliverables, pay invoices, and communicate with your team. In LaunchBay, portals are loginless by default, so the executives and stakeholders you're working with click a magic link from any notification and land directly in their workspace, with no account creation required. Each portal includes built-in pages for tasks, files, invoices, messages, and progress, plus custom pages your firm can build per engagement phase or service line.
How does LaunchBay help consulting firms reduce time spent on client admin?
Most consulting firms lose hours every week on non-billable client admin: chasing intake forms, scheduling stakeholder interviews, sending reminders for signed agreements, tracking deliverable approvals, and following up on invoices. LaunchBay replaces that manual work with a single portal where client tasks, documents, contracts, approvals, and billing all live together, with automated reminders built in. Firms typically reclaim 10 to 15+ hours of partner and senior consultant time every week, which goes straight back into billable work or strategic priorities.
Can LaunchBay replace the tools my consulting firm already uses for engagements?
For consulting firms currently running engagements across project management tools, e-signature software, invoicing platforms, file-sharing apps, and email, LaunchBay consolidates most of that into one client-facing platform. You get task management, contracts, invoicing, approvals, file collection, and client messaging inside branded portals. Many firms keep their CRM (like HubSpot) for sales pipeline and embed specialized tools (analytics dashboards, research databases, financial models) directly inside the client portal.
Can my firm white-label the client portal to match our brand?
Yes. All LaunchBay plans include branding customization: your logo, brand colors, and firm name across portals and email notifications. On the Premium plan, you can set a custom portal domain (like clients.yourfirm.com), use a custom sending email address, upload a favicon and header image, and remove every trace of LaunchBay branding. Your clients experience your firm's brand and the professionalism that comes with it, not a third-party tool.
Does LaunchBay support different engagement types (project, retainer, advisory)?
Yes. LaunchBay supports unlimited project templates, so you can build a distinct workflow for each type of engagement. A fixed-fee strategy project gets a different portal structure than a monthly retainer client or an ongoing advisory relationship. Each template can include its own tasks, custom pages, embedded tools, and automated reminders, so your firm's process stays consistent across engagements without forcing every client into the same mold.
How does LaunchBay compare to other client portal tools for consultants?
Most client portal tools are file-sharing apps with a messaging tab. LaunchBay is a full client collaboration platform: tasks, contracts, NDAs, milestone-based invoicing, deliverable approvals, and client communication, all inside one branded portal your clients actually log into. For consulting firms running engagements at scale, that translates to fewer tools, less admin overhead, more billable time, and a client experience that reinforces the premium nature of your work.
Does LaunchBay support milestone-based invoicing for consulting work?
Yes. LaunchBay's invoicing is built for the way consulting firms actually bill: by milestone, by retainer, or by completed deliverable. You can trigger invoices when a client approves a deliverable or completes a project phase, send recurring retainer invoices on a schedule, and collect payment through Stripe inside the same portal where the work lives. Automated reminders reduce late payments, and every invoice is tied to the engagement it belongs to.
Why do consulting firms use a client portal instead of email and shared drives?
Consulting firms move to client portals because email and shared drives weren't built for the way engagements actually run. Important documents get buried in threads, version control becomes a guessing game, and senior stakeholders waste billable hours hunting for the latest deck, signed SOW, or open invoice. A client portal centralizes every engagement artifact (signed agreements, deliverables, approvals, invoices, status updates, and messages) in one branded workspace your clients reach through a single magic link. For consulting firms, this means faster project velocity, fewer status-update emails, cleaner audit trails on every approval, and a client experience that reinforces the premium positioning of your work.

Run client work the smarter way

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

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