Client portal software that helps you run projects faster
Automate your onboarding process, collect information faster, and make your team's communication and collaboration with clients seamless.
Client portal software built for service businesses
One home to work
with your clients
No more managing client tasks and team tasks in two separate software apps. As customers complete tasks in their portals, your team can start checking off dependent tasks in the associated project.
Elevate your customer experience
From onboarding to ongoing support, make it easy for customers to access information and provide what your team needs in fully white-labeled and loginless portals.
Run client projects
faster
Eliminate manual reminders and update emails by creating custom workflows that automatically assign tasks and provide clients access to information at each project stage.
Client portals + project management in one platform
Client tasks
Use Motion.io’s powerful task builder to assign tasks that auto-remind clients of anything you need them to do, sign, submit, or approve. Clients complete tasks in loginless portals fully white-labeled to your business and brand.
Customizable portals
Assign tasks, share files, and connect to 1000s of other software tools to give customers access to everything they’ll need in loginless and fully white-labeled client portals.
Project Progress Tracker
Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.
Project templates
Create reusable project templates that automatically pull in all the tasks, project stages, and portal pages you need and automate your client onboarding process.
Loginless client access
Simple and secure, clients access their portals by clicking a magic link sent to their email – no account
or login required.
The project management platform built for client work
Everything you need to manage client projects in one place. No bells and whistles; just the tools you need to complete client projects faster.
