Client onboarding software built for consultants

Stop chasing clients for forms, files, and approvals. LaunchBay replaces spreadsheets, emails, and Slack threads with a centralized onboarding platform designed for consulting businesses.

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Deliver a frictionless onboarding experience, without hiring more staff

Onboard clients in record time

Automate the collection of contracts, intake forms, and brand files—so you can start projects sooner and get paid faster.

Centralize communication and feedback

Replace email threads and Slack pings with a single place for messages, file uploads, and approvals—no extra tools needed.

Your all-in-one client onboarding platform

Give clients one link to access everything: onboarding tasks, project updates, deliverables, and communication.

Features consultants love in LaunchBay

Automated Client Onboarding

Get everything you need from clients, fast.

LaunchBay automates onboarding with smart forms, file uploads, and checklists. No more chasing clients for documents or waiting to start work.

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All-in-One Project Management

Manage tasks, files, and timelines in one place.

Assign tasks, set due dates, and track deliverables across client projects—right inside each client’s portal. No need for separate PM tools or Slack threads.

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White-Labeled Client Portals

Give every client a premium, white-labeled experience.

Offer clients a single place to access onboarding tasks, resources, and messages—without needing extra logins. Customize every portal with your logo, colors, and domain.

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Frictionless Feedback & Approvals

Eliminate delays, and get feedback on deliverables faster.

Clients can leave comments directly on images, videos, and PDFs inside their portal. No confusing email chains or missed updates—just fast, clear feedback and approvals.

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Client Progress Tracking

Keep clients in the loop at every step.

Let clients track onboarding and project milestones from start to finish in real time—no need for manual update emails or spreadsheets.

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Smart Integrations

Works with the tools your team already uses.
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Connect GoHighLevel, ClickUp, Stripe, Google Docs, Hubspot, and more. LaunchBay integrates with your existing tech stack so you can streamline client onboarding without rebuilding your workflows.

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Built-In Contract Management

Automate signing and form collection.

Stop toggling between e-signature platforms and email threads. With LaunchBay, clients can fill, sign, and submit contracts right inside their onboarding portals—no follow-ups required.

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"LaunchBay gives us a single, centralized hub for all our client work—making it easier to move faster, impress clients at every step, and drive more revenue with less chaos."
Sandra Lea, Founder and President of All Accounts Consulting
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Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help consultants?
LaunchBay is a client onboarding and delivery platform built for consulting businesses that need a repeatable, client-facing process. It replaces scattered spreadsheets, email threads, and chat messages with a centralized system for client intake, tasks, files, approvals, and communication so you can run more projects with less operational drag.
How does LaunchBay help CRM and RevOps consultants standardize implementations?
LaunchBay helps you turn your implementation process into a consistent SOP that runs the same way every time. You can templatize onboarding steps, collect required inputs in a structured flow, and guide clients through milestones so delivery stays predictable across multiple projects and team members.
Does LaunchBay provide white-labeled, loginless client portals for consulting clients?
Yes. LaunchBay includes White-Labeled Client Portals clients can access without extra logins. You can customize the portal with your branding (logo, colors, domain) and create Portal Pages to organize the client experience by phase, like kickoff, access and credentials, implementation, training, and go-live.
Can LaunchBay centralize client communication, questions, and updates during onboarding?
Yes. LaunchBay centralizes messages and feedback in one place so clients and your team are not bouncing between email and Slack. The Message Center gives you a unified communication hub across client messages and task comments, which reduces missed context and keeps delivery aligned.
Do client portals include a progress tracker so clients can see implementation status?
Yes. LaunchBay includes a built-in progress tracker that shows clients real-time implementation 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 does LaunchBay speed up approvals and prevent deliverables from getting stuck?
LaunchBay includes built-in design proofing and approval tools that allow clients to review, comment on, and approve deliverables directly inside the portal. Combined with structured client tasks and automated reminders, this prevents approvals from getting stuck in email threads and keeps projects moving forward.
Does LaunchBay support invoicing for consulting projects?
Yes. LaunchBay includes invoicing capabilities designed for consulting and implementation work. You can trigger invoices based on milestones, approvals, or completed work so billing stays aligned with delivery and does not require manual handoffs between teams.
Does LaunchBay include time tracking for consultants and implementation teams?
Yes. LaunchBay offers built-in time tracking so consultants can log time directly against client projects and tasks. This allows firms to accurately track billable hours, monitor utilization, and connect time data to project progress and invoicing in one system.
How does LaunchBay automate consulting workflows and client onboarding?
LaunchBay includes workflow automation that removes manual coordination from consulting engagements. You can automatically trigger onboarding steps, client tasks, reminders, approvals, and handoffs based on progress or CRM events, ensuring every project follows a consistent process.
What reporting and admin visibility does LaunchBay provide for consulting leaders?
LaunchBay provides admin-level reporting and dashboards that give consulting leaders visibility into onboarding status, project progress, team productivity, and operational bottlenecks. This helps leaders forecast capacity, identify risks early, and scale delivery without adding management overhead.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

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