Create and assign tasks that automatically remind clients of what they need to do or submit in their portals based on the due date and email cadence you set.

Stop paying for a separate signature tool and request your clients sign documents like contracts, scope of work agreements, and proposals natively in Motion.io.

Have Motion.io do the heavy lifting of reminding clients about tasks they need to complete. Customize reminder emails with your branding and business name.

Create custom forms to collect files and information from clients. Send forms to clients by adding them to tasks that will automatically follow up until forms you send are submitted. 

Share any type of file with clients to have them either approve or request changes. When changes are requested, clients can pin comments on files you’ve uploaded to explain the changes they have in mind. 

Provide a Help Desk directly in your Motion.io client portals where clients can submit support tickets, upload files, and communicate with your team. Assign tickets to the team member best equipped to handle them and track the status of each ticket.

Slack-style messaging directly in your Motion.io client portals. Using Motion.io’s chat integration, both your team and clients can upload files, send voice recordings, and tag other portal invitees in messages. 

Never again dig through your inbox to track down a file. Files shared within your portals are automatically added to that portal’s files library where both team members and clients can easily view, download, and copy share links to files.

Customize your client portals as well as the emails Motion.io sends to reflect your business and your brand.

Create custom portal pages to give clients access to additional resources, links, and third-party services they’ll need throughout a project.

Create project templates that automatically bring in all of the pages, tasks, and files you know you’ll be using in new projects you create without starting from scratch each time.