Client portal software for 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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Stop losing billable hours to client intake

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.

Give every client a polished, professional 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.

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 engagement, from kickoff through final deliverable.

Features consultants and consulting firms rely on in LaunchBay

Client Portals

Every consulting client gets their own branded portal to upload documents, complete tasks, and track engagement milestones. Fully white-labeled to your firm. No client login required. One central place for everything your team needs from initial scoping through ongoing advisory work.

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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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Onboarding Automation

Build repeatable onboarding workflows that collect signed agreements, project questionnaires, stakeholder contacts, and background documents automatically. Whether you're kicking off one engagement or ten in a quarter, every new client follows the same structured process without manual coordination.

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Project Progress Tracker

Give clients a live view of where their engagement stands, from onboarding through discovery, strategy delivery, or implementation. Your team sees what's on track and what's stalling. Clients stop asking for status updates because the answer is always one click away.

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Contracts

Clients review and sign consulting agreements, statements of work, and NDAs directly inside their portal. No third-party e-signature tool. No email back-and-forth. Get every new engagement authorized faster and keep every signed document in one searchable place.

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Invoicing

Send invoices and collect payments directly inside the client portal, powered by Stripe. Link billing to project stages so clients pay the moment work is approved. Automated reminders reduce late payments, and everything from invoice status to payment history is tracked in one place. No chasing. No third-party billing tools.

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Integrations

Connect LaunchBay to Google Drive, HubSpot, Zapier, Calendly, Stripe, Notion, and more. When a new client signs on, onboarding 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 consultants and consulting 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 client onboarding software for consulting firms?
Client onboarding software for consulting firms automates the intake process for new clients. Instead of manually emailing to collect signed agreements, project questionnaires, and background documents, the software delivers a structured onboarding workflow through a branded client portal. LaunchBay is purpose-built for this, giving consultants a single system to onboard, manage, and retain clients.
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, discovery, strategy delivery, and ongoing support.
Can LaunchBay centralize client communication, approvals, and service requests?
Yes. LaunchBay brings client communication, approvals, and service requests into one place so your team isn't chasing updates across email, Slack, and shared docs. The Message Center gives you a unified hub for client messages, task comments, and approval workflows, which reduces missed context, speeds up response times, and keeps delivery aligned.
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 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.
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 strategy decks, reports, SOWs, and other 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.
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.
How does LaunchBay help CRM and RevOps consultants standardize implementations?
LaunchBay helps you turn your CRM 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.

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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