High-volume client onboarding, simplified with AI

Clunky onboarding frustrates customers and stalls your growth. Motion.io’s AI features let you build, test, and launch fully automated client onboarding workflows in minutes.

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Unlock higher profits + happier customers with a seamless onboarding experience

Build, test, and launch in minutes

Use AI to generate onboarding templates with all the tasks and forms your clients and team need. Simulate onboarding with AI clients to test and optimize your workflows before going live.

Accelerate onboarding timelines

Build workflows to instantly activate onboarding tasks at the right time. Set up automated reminders to collect the signatures, forms, and files you need—without the follow-ups.

Deliver a premium client experience

Roll out the red carpet with branded, loginless portals where clients can complete tasks, chat with your team, and track their onboarding—no friction, just progress.

Fix chaotic onboarding fast—with the help of AI

AI Template Builder

Describe your current workflow in a few sentences, and Motion.io’s AI will create all of the necessary tasks, organize them into stages, and even build and attach the necessary forms.

Simulated Clients

Stop using real clients to test your onboarding. Add simulated, AI clients that interact just like the real thing—completing tasks, sending messages, and surfacing insights about your workflow in minutes, not days.

AI Analysis

As simulated clients move through your project, Motion.io analyzes their behavior to uncover bottlenecks, automation opportunities, and areas for improvement—giving you instant recommendations to streamline every step of your onboarding process.

AI Form Builder

Skip the manual setup. Just tell Motion.io what kind of form you need, and our AI will build it for you—fast, accurate, and ready to send to clients.

AI Message Replies

Use AI to instantly draft responses to client comments on tasks or messages they send through their Motion.io portals.

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 >

Why teams trust Motion.io
to run their client projects

78+ fewer

client phone calls & meetings

15+ hours

saved each week

37% faster

customer onboarding

"Our team was initially attracted to Motion.io’s file approvals because we were having trouble collecting clear and prompt client feedback, but we soon realized it could do so much more. Motion.io has become an integral tool for client onboarding by automating client information collection."

Jess Tebben

Crown Jewel Marketing

"An invaluable tool for saving our team time and helping us deliver the best client experience possible. It's made it so much easier for us to manage client and team tasks, monitor project progress, and ensure that all client requirements and deadlines are met promptly and effectively."

Faye Aguilar

The Growth Hub

"Motion.io has helped us automate our onboarding process, simplify our deal-closing process, and keep our client projects more organized. My team also loves Motion.io, as it allows them to do more in fewer hours by eliminating client follow-ups and tedious project management tasks."