Stop chasing clients for information

Motion.io automates the collection of files, forms, feedback, and approvals from clients—without the back-and-forth. Get what you need from clients on time, every time, so you can keep projects moving and get paid faster.
Trusted by 1000s of growing agencies, consultants, and SaaS teams to simplify onboarding

Turn onboarding chaos into a seamless client experience

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.

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

Collect client files faster

Automate your document & file collection processes and eliminate bottlenecks in your client workflows.

Learn more

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.

Learn more

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."

Collect files, forms, and signatures
File annotations and approvals
Centralize customer communication
Fully white-labeled and loginless client portals
Start for Free
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."

Collect signatures, files, forms, and more
Automated reminders for client tasks
Streamline communication in white-label portals
Project progress tracker to keep clients accountable
Start for Free
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."

Clients access portals with a single, secure link
Automated follow-ups for client tasks
Built-in chat centralizes client communication
Use Zapier to connect to other mission-critical applications
Start for Free
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."

File annotations and approvals
Collect files, forms, and signatures
White-labeled client portals
Automated task reminders
Start for Free
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."

Embed resources, apps, and websites
Centralize client communication in white-label portals
Automate reminders for student to-do's
Collect signatures, files, forms, and more
Start for Free
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."

Automate client onboarding in white-label portals
Collect forms, files, signatures, and more
Use Zapier to connect to other mission-critical applications
Track project progress and eliminate roadblocks
Start for Free

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With Motion's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
Generate your SOP now >

FREE EBOOK

Improve your client onbarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
Download the free eBook now >

Case Studies

Happier clients & stress-free teams

“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.”

Lloyd Boolkin

Head of Customer Success

View Case Study
90%
faster

client onboarding

4+
hours

saved per client

100%
less

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."

Stephanie Hofhenke

Founder

View Case Study
20+
hours

saved per week

50%
faster

feedback & approval on client files

2x
easier

internal workflow updates

"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."

Justin Kavanaugh

CEO of Sites at Scale

View Case Study
15+
hours

saved per week

2x
faster

client onboarding

90%
fewer

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."

Wade Lindquist

Vice President

View Case Study
80+
hours

saved per week

70%
faster

client information collection

7
less

days to onboard clients

"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."

Brooke LeMasters

Director of Operations

View Case Study
10
hours

saved per program

90%
less

manual follow-ups

50+
hours

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.