Stop chasing clients for information
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Turn onboarding chaos into a seamless client experience
White-Label Client Portals
Give clients a white-labeled, no-login portal to complete onboarding tasks, upload files, fill out forms, and stay on track—without needing reminders or back-and-forth emails.
Project Visibility
Replace spreadsheets and scattered updates with one clear view of every client task, message, and deadline—so your team and clients always know what’s done and what’s next.
Workflow Automations
Automate client onboarding with task triggers, reminders, and assignments that eliminate manual follow-ups—so you can scale without adding to your team’s workload.
Make onboarding your edge, not your bottleneck.
Motion.io helps you onboard clients faster, automate follow-ups, and scale confidently--without the admin overhead.
Clients complete tasks, no chasing required
Automated task reminders and client notifications ensure nothing stalls, so you can stop chasing and start delivering.
Onboarding that feels as premium as your service
Deliver a seamless client experience with white-labeled, no-login portals that make onboarding simple and fast.
Contracts signed. Projects started. No delays.
Send client contracts and get legally binding e-signatures without leaving your dashboard—so you can onboard faster and get paid sooner.
Feedback, without the follow-up
Clients review, annotate, and approve files right in their portal. You stay in the loop, keep projects moving, and never need a "Just checking in…" email.
Collect client files faster
Automate your document & file collection processes and eliminate bottlenecks in your client workflows.
Give clients real-time visibility into progress
Clients can log in anytime to see what’s complete, what’s coming, and what’s holding things up—no back-and-forth required.
Built for teams where onboarding blocks growth
Ditch the spreadsheets and follow-up emails. Motion.io centralizes every task, file, and approval—so you can onboard clients faster, with fewer bottlenecks.
Ditch the Google Sheets and email follow-ups
Automate onboarding with white-labeled, no-login portals
Eliminate follow-up fatigue with automated reminders and project status tracking.
Replace Slack threads and spreadsheets with one central hub
"I spent years looking for a tool that combined client portals with simple project management. Motion.io delivered."
Take on more clients, not more admin work
Standardize onboarding with reusable workflows & templates
Collect info, files, and approvals in one shared client portal
Automate tasks and reminders so nothing slips through the cracks
"Motion.io gives us one home to manage every aspect of our client work, helping us complete projects faster."
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Don't let onboarding drag down activation
Guide clients through onboarding in secure, branded portals
Automate file collection, tasks, and follow-ups
Streamline communication in white-label portals
"Motion.io does everything we've dreamed of and more when it comes to onboarding software customers."
Handle more clients without more admin work
Accelerate onboarding in white-label portals
Automate reminders and next steps for each client
Keep every deliverable and message in one place
"Phenomenal, easy to use, and perfect for handling a high volume of clients. Motion.io allows you to scale up easily."
Increase student and stakeholder engagement
Centralize documents, approvals, and student onboarding information
Give students & stakeholders easy access to the info they need
Automate reminders and reduce admin workload
"Motion.io's automated reminders for client tasks make managing multiple projects easier than ever before."
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Close deals faster with less operational drag
Automate onboarding steps for buyers, agents, or partners
Centralize task tracking, file requests, and e-signatures
Streamline & professionalize onboarding with white-labeled, no-login portals
"Since implementing Motion.io, a single team member can do the same work that once required four people."
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Case Studies
Happier clients & stress-free teams
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“Before Motion.io, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes—freeing up our team to focus on delivering value instead of chasing clients.”
client onboarding
saved per client
manual follow-up emails
"Motion.io allows us to manage internal work and client-facing communication in one place. Our projects are moving forward faster, which helps us be more profitable and produce better work for each client."
saved per week
feedback & approval on client files
internal workflow updates
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"The ability to productize a service using Motion.io for onboarding has been a game changer for us. It’s allowed us to set up repeated tasks with automated follow-ups to ensure customers provide the information we need by the due dates we set."
saved per week
client onboarding
client meetings and phone calls
“We used to need a team of four full-time staff members to onboarding clients. Since Motion.io, a single person is all we need, and we've been able to move the other three team members to more revenue-focused roles."
saved per week
client information collection
days to onboard clients
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"Thanks to Motion.io, we’ve reached full capacity for our programs while saving over 50 hours each week. Not only have we increased the number of available slots—we’re filling them faster than ever by eliminating manual back-and-forth and streamlining communication."
saved per program
manual follow-ups
saved per week
Scale your onboarding, not your overhead
Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.