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.
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.
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.
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.
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.
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.
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
Start having outstanding customer experiences through one cohesive system.