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Deliver a unified client experience
Provide every client a clear list of tasks, automated reminders, and real-time project progress. This ensures they give your team what it needs to move forward without endless followups.
Try LaunchBay for Free
Client work shouldn't
feel like client chaos
LaunchBay lets you collect files, manage to-dos, and collaborate with customers in branded client portals that unify your client experience.
Powering 20,000+ client projects every month
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One platform for all client work
LaunchBay helps you onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead.
Client Portals
Branded, loginless portals where clients upload files, complete tasks, and track progress. No scattered emails or follow-ups.
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Project Management
Manage tasks and deadlines alongside your client portals. Your team collaborates privately, clients see what they need to.
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Workflow Automation
Repeatable onboarding flows that trigger automatically when a deal closes. Every new client, same proven process.
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Eliminate team busywork
Automate your processes and consolidate both client and team communication, so projects move quickly and your team can focus on the most valuable work.
Try LaunchBay for Free
Ensure nothing falls through the cracks
Lost information results in lost time and lost clients. Run all your client work in one platform to gain a single source of truth, while avoiding dropped balls and missed updates.
Try LaunchBay for FreeBuilt for teams that care about the client experience
Digital agencies, B2B SaaS implementation teams, and consultants all face the same challenge: delivering a consistent client experience. LaunchBay gives teams the structure, visibility, and automation needed to run client work smoothly.
Standardize client onboarding, approvals, and delivery without endless follow-ups
“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."
Collect files, forms, and signatures
File annotations and approvals
Centralize customer communication
Run structured customer onboarding and implementations with clear ownership and visibility
"LaunchBay does everything we've dreamed of and more when it comes to onboarding software customers."
Clients access portals with a single, secure link
Automated follow-ups for client tasks
Built-in chat centralizes client communication
Keep complex CRM setups on track while collecting client data, access, and approvals
“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes"
File annotations and approvals
Collect files, forms, and signatures
Automated task reminders
Guide clients through structured engagements with clear steps and milestones
"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."
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Collect signatures, files, forms, and more
Automated reminders for client tasks
Project progress tracker to keep clients accountable
Manage document-heavy, approval-driven onboarding with clarity and control
"Since implementing LaunchBay, a single team member can do the same work that once required four people."
Automate client onboarding in white-label portals
Collect forms, files, signatures, and more
Track project progress and eliminate roadblocks
Case Studies
Happier clients. Faster launches. Less chasing.
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“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes—freeing up our team to focus on delivering value instead of chasing clients.”
90%
faster
client onboarding
4+
hours
saved per client
100%
less
manual follow-up emails
"LaunchBay allows us to manage internal work and client-facing communication in one place. Our projects are moving forward faster, which helps us be more profitable and produce better work for each client."
20+
hours
saved per week
50%
faster
feedback & approval on client files
2x
easier
internal workflow updates
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"The ability to productize a service using LaunchBay for onboarding has been a game changer for us. It’s allowed us to set up repeated tasks with automated follow-ups to ensure customers provide the information we need by the due dates we set."
15+
hours
saved per week
2x
faster
client onboarding
90%
fewer
client meetings and phone calls
“We used to need a team of four full-time staff members to onboard clients. Since LaunchBay, a single person is all we need, and we've been able to move the other three team members to more revenue-focused roles."
80+
hours
saved per week
70%
faster
client information collection
7
less
days to onboard clients
“Instead of checking email, Monday, Slack, and Notion, I just open LaunchBay. I see what I need to do next, and I get to work.”
35%
faster
client onboarding
5
fewer
tools needed for onboarding
90%
decrease
in follow-up calls & emails
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“Before, I could only take on five clients because I was using paper, spreadsheets, and constantly chasing people down. Now, I can handle twenty. I just hit a button and occasionally send a quick check-in message. LaunchBay lets us grow without getting bogged down by manual processes.”
4x
increase
in client capacity
10+
hrs/week
saved per employee
90%
less
manual follow-ups
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"Thanks to LaunchBay, we’ve reached full capacity for our programs while saving over 50 hours each week. Not only have we increased the number of available slots—we’re filling them faster than ever by eliminating manual back-and-forth and streamlining communication."
10+
hours
saved per program
90%
less
manual follow-ups
50+
hours
saved per week
"LaunchBay client portals give us a level of credibility our competitors don't have. In the last few months, our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."
3+
hours
saved per day
30
clients/month
onboarded automatically
2x
increase
in new client referrals
