AI-powered client onboarding and engagement
Onboard faster, communicate more efficiently, and streamline your client projects using AI.
Create onboarding and intake forms in seconds
Reply to client comments and questions faster
Generate entire project workflows and SOPs
Use AI to create entire projects or templates, complete with all the tasks and forms clients and team members must complete.
fewer
client emails, phone calls, and meetings
increase
in client engagement during projects
faster
collection of client information
One home to work with your clients
Eliminate email overwhelm
Motion.io’s client tasks replace back-and-forth emails and automatically notify customers of whatever you need them to do.
Intuitive client portals
Give customers access to everything they need in loginless and fully white-labeled client portals.
Faster e-signatures
Send client contracts, agreements, and forms and get secure, legally binding e-signatures delivered to your Motion.io dashboard in minutes.
Streamlined file approvals
Attach images, videos, and PDFs to tasks and have customers review, annotate, and approve them directly in their client portals.
Automated file collection
Create file collection requests to get the information your team needs from clients when you need it — without having to follow up.
Simple project tracking
Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.
Seamless integrations
Connect 1000s of tools to your Motion.io Client Portals. Embed apps directly or use Zapier to set up automations between Motion.io and other tools.
- Provide a central hub for your clients that connects all your existing tools.
- Streamline client onboarding & elevate their experience.
- Scale operations by onboarding clients faster & more securely.
- Collect & organize client assets, approvals, and deliverables.
- Request and collect client information, month-end reports, and end-of-year tax information.
- Onboard clients easily and securely.
- Simplify client intake & streamline your client onboarding workflows
- Collect signatures, engagement letters, & documents faster and more efficiently.
- Templatize and accelerate new client onboarding processes.
- Use Motion.io to get documents back from clients faster than email.
- Increase engagement and accelerate onboarding timelines.
- Keep stakeholders updated and informed during implementation.
What customers have to say
Jess Tebben
Crown Jewel Marketing
Bryan Rambow
Rambow SEO
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