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Deliver client work 3x faster with AI-driven client portals. Purpose-built for agencies, consultants, and other professional service businesses.
Prevent client inaction from turning into delayed implementations, margin loss, and churn.
LaunchBay shows the live status of every client in one place, down to the task that's holding a launch up and who owns the next step.
Real-time status on every form, file, and approval
See what's collected, what's outstanding, and who's responsible
At-risk and stalled projects flagged automatically
Successful delivery of client work requires data, documents, and forms. LaunchBay turns collection into structured requests with reminders built in, so what used to take two weeks comes back in days.
Structured forms with conditional logic and validation
File and document requests tracked item by item
Replace the spreadsheets, Google Docs, and email threads
Client work stalls when they aren't sure what's expected or never open the email. LaunchBay gives every client a branded portal that outlines what they are accountable for.
No logins or passwords, one link lands them on their task
Each client sees exactly what's theirs to do, and by when
Fully white-labeled to your brand, not ours
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The slowest part of client work is waiting on people. LaunchBay's automated reminders and follow-ups do that chasing for you, nudging customers until the information is collected.
Set the rules once, they run on every client project
Triggers advance each stage as the work gets done
Owner is alerted the moment projects stall
Turn your best client project workflows into a template and run it for every new customer. Not just the project plan, but everything inside it: the contract, the intake form, the document requests, the task list. Create once, reuse forever.
Reusable templates for projects, documents, forms, and tasks
Refine your playbook as you learn what works
Take on more clients without hiring more staff
Case Studies
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"Before LaunchBay, we would spend 4+ hours per client tracking down onboarding information. Now, with automated follow-ups doing the heavy lifting, that entire process takes just 15 minutes."
client onboarding
saved per client
manual follow-ups
"LaunchBay lets us manage internal work and client communication in one place. Projects move faster, which means we're more profitable and produce better work"
saved per week
client approvals
workflow updates
"The ability to productize a service using LaunchBay has been a game changer. Repeated tasks, automated follow-ups, deadlines met, without chasing anyone."
saved per week
client onboarding
client calls and meetings
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"We were able to take our implementation timeline down from four weeks as our target to 10 days, which is really drastic."
customer onboarding
saved across the team
avoided through automation
“We used to need a team of four full-time staff members to onboard clients. Since LaunchBay, a single person is all we need."
saved per week
client info collection
days to onboard
"Instead of checking email, Monday, Slack, and Notion, I just open LaunchBay. Everything I need for customer projects lives in one place. I see what I need to do next, and I get to work."
customer onboarding
tools needed
customer calls and emails
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“Before, we could only take on 5 clients because we were using email, spreadsheets, and constantly chasing people down. Thanks to LaunchBay, we can handle 20."
in client capacity
saved per employee
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, but we’re filling them faster than ever before."
saved per program
manual follow-ups
saved per week
"LaunchBay client portals give us a level of credibility our competitors don't have. Our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."
saved per day
onboarded automatically
in client referrals
One platform to run, monitor, and unblock client work.
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