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Get what you need from clients on time, every time.

Spend less time chasing clients and more time delighting them by automating the collection of files, feedback, and forms.

A central hub for clients to get your team the information you need faster.

1. Create client tasks in seconds
Motion.io’s client tasks replace back-and-forth emails and endless threads. Client tasks help clients know what your team needs and by when.
2. Automation does the heavy lifting
Motion.io notifies clients when new tasks are assigned and sends automatic reminders until they are completed.
3. Review tasks & respond to comments

When tasks are complete, your team is notified so you can quickly review the information and respond to client comments.

1. Create client tasks in seconds

Motion.io’s client tasks replace back-and-forth emails and endless threads. Client tasks help clients know what your team needs and by when.

2. Automation does the heavy lifting
Motion.io notifies clients when new tasks are assigned and sends automatic reminders until they are completed.
3. Review tasks & respond to comments

When tasks are complete, your team is notified so you can quickly review the information and respond to client comments. 

Keep clients happy and engaged after the sale

Elevate your client experience & accelerate time-to-value through an on-brand onboarding & document collection portal.

White Label Portals

Provide your clients with one place for all of the files, forms, tasks, and messages, all branded to your business.

Simple for Your Client

Simple and secure, clients complete ‘To-Dos’ by clicking a magic link sent to their email – no account or login required.

Flexible Portal Pages

Integrate your other tools and static content directly into Motion.io so clients have a central hub for everything.

Client onboarding portals built for service businesses like yours.

  • 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.
  • Centralize communications, reports, and client engagement.
  • Collect approvals and 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
Jess Tebben

Crown Jewel Marketing

“Our team was initially attracted to Motion.io’s file approvals because we were having trouble collecting client feedback in a timely and clear manner, but soon realized it could streamline our process even further. Motion.io has become an integral tool for client onboarding, enabling us to collect assets and information before projects begin. It’s made a huge difference in how smoothly we operate.”
Rambow Logo (3)
Bryan Rambow

Rambow SEO

“I realized early on that Motion.io’s client tasks and automated reminders would make my life easier, but what surprised me was how much my clients loved using it. Clients have been ecstatic about being provided with a central hub where they can easily provide information, access campaign information, and see what is going on in a project without creating another account or logging in.”

Try Motion.io

Learn the platform in less than an hour. Start elevating your client experience in less than a day.