For Every Role and Every Workflow


DocLaunch can simplify and streamline how your unique business manages documents day-to-day.


DocLaunch is the single platform needed for document management and client engagement.  Our platform enables greater satisfaction and efficiency with flexible tools that decrease reply time, increase success, and allow your team to interact with your clients.


Insurance Brokers

Deliver Outstanding Client Service

Monitor, engage and collaborate with clients to address issues, build positive relationships and enhance document workflows.

Gather, Distribute, Track and Verify Documents

Map your supporting documents with client goals, see a holistic view of progress and verify accuracy across clients.

Mortgage Brokers

Multiple Clients, One Platform

Leverage one platform to manage all your clients, from engagement and distributing to tracking and verifying.

Drive Efficient Document Collaboration

Engage in real-time communication with clients to answer questions, check-in on progress and improve their experience.  


Wealth Advisors

Get a Comprehensive Look

Spend less time navigating through different documents and systems, easily see what has been sent, if its opened, completed or signed all in one place.

Built to Protect Client Interests

Drive renewals, reduce exceptions and securely distribute confidential information to clients in a convenient way.

Medical Facilities

Ensure Security and Compliance

Smart workflows, fewer entry points and secure technology help decrease human error and ensure HIPAA compliance.

Optimize Workflows, Create Efficiencies

Integrate with your current processes and faxes to simplify the way forms, records and images are managed.


DocLaunch works for every role and every goal, no matter how complex. Empower users to successfully distribute, track and verify documents in an efficient way.


Enterprise Organizations


Healthcare Providers

Transport your sensitive information with care, ensure HIPAA compliance and streamline your current workflows.


Banking and Financial Institutions

Distribute, track, prioritize and collect all your documents to see a holistic view of signed and completed documentation, stay on top of renewals and reduce exceptions.


Insurance Carriers

Create efficiencies and collaborate across brokers and customers to turnaround quotes, manage payments and collect supporting documents.


Residential and Commercial Real Estate

Distribute your documents across clients, communicate with them with ease and help them along the way to closing.


“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.