Project templates in Motion.io let you pre-build projects with tasks, portal pages, automations, and settings already configured. When you create a new project from a template, everything is instantly populated, saving your team time and ensuring a consistent client experience​.

Yes. While Motion.io's loginless portal access can be a game-changer for fostering increased client engagement and a more seamless experience, businesses subscribed to Motion.io's Scale plan can opt for clients to access their portals by logging in instead of clicking a magic link.

When you invite clients to a portal or assign tasks in Motion.io, they'll receive an email with a magic link allowing them to access their portals in a single click — no account creation or login required.

When you toggle on "Reminders" for a task, Motion.io will automatically remind all clients (or team members) assigned to the task to complete it. Reminder emails are sent automatically on a predefined schedule based on the task's due date.

Yes, Motion.io has all the functionality needed to replace tools like DocuSign and PandaDoc, allowing you to manage contracts directly inside your client portals​

Internal project management happens through the Projects Dashboard, which allows you to view all projects in your account, and the "Tasks" page for individual projects, which lets you organize tasks visually with the Kanban-style Board View​.

Yes! While Motion.io’s contracts are ideal for collecting signatures, you can also toggle on the “Signature” option to add a signature field at the bottom of any form​.

You can use Motion.io's AI Form Builder to generate forms from a simple description or build forms manually using an easy drag-and-drop form builder​. Once you create a form you want to send to a client, you can use the "Form" option in Motion.io's task composer to attach and send it, which will automatically notify the client to submit it to their portal.

Using Motion.io's Unified Inbox, your team can manage all client chats and comments in one place, quickly reply, and even convert any client message into a task in their associated project, ensuring nothing falls through the cracks​.

The unified inbox (Message Center) gathers chat messages, task comments, and client email replies across all projects into one central dashboard​.

By default, team tasks are hidden from clients. You can choose to show specific team tasks to clients by toggling the "Show in Portal" option​ in Motion.io's task composer.

Design proofing tasks let clients review, annotate, and approve files directly within Motion.io, making collaboration faster and reducing back-and-forth​. After creating a task, click the "Proof" option to attach the files you want to send a client to review and approve.

Motion.io allows generous file uploads, with a limit of 500MB per file for both clients and team members​. Additionally, each Motion.io plan comes with an overall file storage limit. Visit our pricing page for more information.

Motion.io gives you a variety of customization options so your client portals look and feel like an extension of your brand. Upload your logo and set a brand color to ensure every client portal aligns with your visual identity. Customize Portal Pages to tailor the content of each portal by adding or editing pages like the Welcome Page, About Page, and even custom pages with rich text, images, and videos. Use a Custom Domain or Subdomain to create a fully white-labeled experience by connecting a custom domain or subdomain (like clients.yourcompany.com) so clients access their portals on a URL that reflects your brand.

No -- you can create as many projects and client portals as you need, and invite an unlimited number of clients, regardless of your plan. There are no caps or hidden restrictions.

Projects are the foundation for managing client work in Motion.io. Each Project serves as a centralized workspace that brings together all tasks, files, and communication related to a specific client engagement. In addition to being the primary hub for collaboration between your team and clients, Projects also give you complete control over the information and tools your clients can access within their portal.

In Motion.io, clients complete tasks and view information or updates related to the projects you’ve invited them to through their client portals. Portals in Motion.io are loginless for clients to access, branded to your business, and can be customized to give clients access to additional information, websites, or software they’ll need throughout a project.

Motion.io's built-in Project Progress Tracker lets you provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.