Change the Way You Work with Clients

Say goodbye to traditional, monotonous and unsecure methods. There's a new document and client engagement platform to transform your relationships.

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DocPacks

Bring It All Together

Improve client engagement by simplifying the way you deliver documents that are vital to your relationship. Flexible workflows let you share documents with the right people, simplify how clients input information and share documents with you and let you keep tabs on their progress.

 
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Dashboard

Visualize Your Process

Plan, organize and manage your workflow to ensure you get the information you need. Get real-time status updates for every document across all of your clients and track all supporting tasks and activities. 

 
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Mobile

Get It On-The-Go

Track progress and chat with clients to maximize your efficiency and keep your client relationships transparent. Easily collaborate with clients via mobile to address issues, receive completed documents and get e-signatures on-the-go—no need to get back to your desk. Your clients have the same flexibility too—they can ask questions, upload documents or images, sign and pay all from their phones.

 

Learn How DocLaunch Fits Your Business

 
 
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Insurance Brokers

Transform your workflows and increase efficiencies.

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Mortgage Brokers

Engage with clients throughout their customer journey.

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Medical Facilities

Streamline the process between providers, payers and patient.

 
 
 
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Wealth Advisors

Optimize your processes and meet compliance needs.

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Enterprise

Simplify workflows for every role and every goal.

 

 


 
 
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“I’d spend at least 4 hours per day downloading documents from emails and saving them to my desktop. DocLaunch has changed my workflows, it’s transformative.” 

-Medical Records Supervisor

 
 

Discover DocLaunch

Start having outstanding customer experiences through one cohesive system.