Give every client a white-label portal for tasks, files, contracts, and approvals, while AI sets up projects and keeps work moving. Grow your client roster without growing your team.

Powering 20,000+ client projects every month

LaunchBayAI Client Portal Software for B2B Teams

Get started

Serve more clients without adding headcount

Fewer status calls, faster projects

A progress tracker shows each client what's done and what's next, so they stop emailing for updates. They open it with a secure magic link.

Everything clients need, in one place

Tasks, forms, files, contracts, invoices, and meetings all live in the portal, so clients finish what you need faster and you get paid sooner.

Portals your AI sets up for you

Build a template once, or let AI build it from your SOW, so every client gets the same proven process across every industry you serve.

A better client experience, and more time for billable work

A client portal that actually does the work

Portals are where the work happens.

Tasks carry the forms, documents, and approvals your client needs, with reminders built in, so what used to take weeks of back-and-forth comes back in days.

A white-label client portal, branded to you

Clients shouldn't feel handed off to a third party the moment work starts.

The client portal is branded to your company with your logo, colors, custom domain, and favicon, so clients land in something that feels like a natural extension of you, not another vendor tool they have to figure out.

Show clients the path, and the progress

Every portal opens on a progress tracker that lays out every stage from kickoff to delivery.

Clients always know which stage they're in, what they just finished, and what's next, so projects feel like forward motion instead of a black box.

Keep every conversation in the portal

Unlike other client portal software, LaunchBay keeps messages and updates right in the portal, tied to the task they're about.

Clients always know what was said and where to find it, instead of hunting through email threads.

Let AI set up and run every project

When a deal closes, ask Claude or ChatGPT to set up the project through LaunchBay's MCP connector, or let an automation do it.

Clients land in a branded portal with tasks, forms, contracts, and files ready to go, and your AI keeps them moving with reminders you approve. No manual setup and no delays getting started, unlike piecing one together yourself in Notion or ClickUp.

The right client portal for your industry

See how law firms, accounting firms, financial advisors, and agencies use LaunchBay to run client work in one branded portal.

Take on more client accounts without adding headcount

“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."

New client projects set up by AI in branded portals

Creative approvals, contracts, and invoices in one portal

Status reports on demand from Claude or ChatGPT

Learn More →

Run every client matter 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 magic link

Automated reminders keep client tasks moving

Shared inbox so no client conversation is stuck in one person's email

Learn More →

Standardize client work across every engagement

"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."

Reusable templates per engagement type

Loginless portals for ongoing client access

Shared inbox for support and document requests

Learn More →

Keep every client relationship on track while collecting documents, agreements, and approvals

"Since implementing LaunchBay, a single team member can do the same work that once required four people."

Account-opening tracked through structured stages

File annotations and approvals on every document

Automated reminders that move client paperwork forward

Learn More →

How LaunchBay compares to other client portal tools

Tool	Best for	Loginless client access	Full white-label	AI / MCP	Starting price
LaunchBay	Teams that want an AI client portal and client work in one place	Yes, magic link	Yes, custom domain	40+ MCP tools, LaunchAI agents	From $19/seat/mo
SuiteDash	Teams that want to build and configure everything themselves	No, client login required	Yes	No MCP connector	From $19/mo flat
Dock	Sales teams extending deal rooms into onboarding	No, workspace login	Limited	MCP included free, agent-routed	Free
Hubflo	Agencies wanting a simple branded portal	No, client login required	Yes	Not publicly confirmed	From $67/mo (annual)
ClickUp / Asana / Monday	Internal teams that added client guest access later	No, client login required	No full white-label	No client-portal MCP capability	Free–$12+/seat/mo

Starting prices are each vendor's publicly listed price as of October 2026 and may not reflect every plan tier or seat count.

More ways teams use LaunchBay

Real Estate & Mortgage Lending

Automate document collection and progress tracking across every loan or listing.

Learn more →

Managed Service Providers

Give every client a branded portal for onboarding, project delivery, and support.

Learn more →

Manufacturing & Engineering

Collect specs, share production updates, and sign POs from one customer portal.

Learn more →

Consultants

Run agreements, document collection, and task tracking in one client portal.

Learn more →

Software & SaaS Teams

Run every implementation in one place with branded portals and AI agents.

Learn more →

Magic Links

See how loginless, one-click portal access actually works under the hood.

Learn more →

Frequently Asked Questions (FAQs)

How is LaunchBay different from other client portals like Assembly or Moxo?

Most client portal tools are a file store with a chat window bolted on. LaunchBay is the workflow itself, inside a portal. Tasks, forms, contracts, approvals, and communication all connect to the process your team is already running. And with LaunchBay's MCP connector, your AI assistant can set up projects, check status, and remind clients for you.

Can I match the portal to my own branding and domain?

Yes. Add your logo, colors, and company name on any plan. On Premium you can set a custom domain like portal.yourcompany.com, upload your own favicon and header image, send emails from your business address, and remove all LaunchBay branding.

Do my clients need an account or password to log in?

By default, clients reach their portal through a secure magic link, no account, no password, nothing to download. If your team needs it, password-protected portals are available as a setting on the Premium plan.

Can I customize what's inside each portal?

Yes. Beyond the default pages, you can build custom pages and embed dashboards, forms, or any third-party tool right inside the portal. Configure it per project or save it to a template, so every client gets a portal shaped to their workflow.

What can my team and clients actually do in the portal?

Assign and complete tasks, collect forms and files, send contracts for e-signature, share deliverables for approval, send invoices, message in context, log meetings, and track progress, all in one place. Your team can also do much of it from Claude or ChatGPT with the MCP connector.

The AI client portal that helps you take on more clients

Serve more clients without adding headcount

A better client experience, and more time for billable work

The right client portal for your industry

Take on more client accounts without adding headcount

Run every client matter with clear ownership and visibility

Standardize client work across every engagement

Keep every client relationship on track while collecting documents, agreements, and approvals

How LaunchBay compares to other client portal tools

More ways teams use LaunchBay

Frequently Asked Questions (FAQs)

Get back to the work you're best at.