How Clients Use Motion.io Portals: A Complete Walkthrough

If you're a business using Motion.io to streamline client collaboration—or a client who's just received an invite to a Motion.io portal—this guide is for you.

In our latest YouTube video, we walk through exactly how clients experience Motion.io, from effortless portal access to task completion, communication, and file sharing. This blog post highlights the key takeaways from the video and shows just how intuitive the client side of Motion.io really is.

🎥 Watch the Video: How Clients Use Motion.io

💡 Tip: Want to guide your clients inside their portal? Embed the video above in a custom project tab to give them a built-in walkthrough experience!

🚪 Loginless Client Access with Magic Links

Clients don’t need to remember a password or create an account to access their portal. As soon as they’re invited, they receive a magic link via email. Clicking that link takes them directly to their portal—no logins, no barriers.

This seamless experience makes Motion.io especially client-friendly, removing friction from the start.

📄 Navigating the Client Portal Interface

Once inside, clients can easily find everything they need:

• Dedicated pages for each phase of the project
• A clear project progress tracker to show what’s done and what’s left
• Visibility into tasks, files, and communication—all in one place

It’s intuitive, mobile-friendly, and built for people who aren’t tech-savvy.

✅ Completing Tasks Is Effortless

When a business assigns tasks—such as approvals, file uploads, or form completions—clients see exactly what they need to do. Each task is presented in a clean, checklist-style layout with built-in guidance.

No need to toggle between email threads or clunky systems—everything happens in the portal.

💬 Real-Time Communication with Comments & Messaging

Clients can easily @mention team members, respond to questions, and share updates. Motion.io’s messaging tools include:

• Comment threads on tasks and forms
• A dedicated messaging tab for chat-style communication
• Automatic email notifications for new messages and replies

This keeps communication centralized and transparent—eliminating back-and-forth confusion.

📁 Accessing Files Without Hunting Through Emails

All project files are stored and accessible within the client portal. Whether it's contracts, design drafts, or final deliverables, clients can:

• Upload and download files securely
• View file status and timestamps
• Find everything in one place, organized by project stage

What’s Next?

Motion.io is designed to help businesses deliver an elevated client experience. By removing login hurdles, centralizing communication, and simplifying collaboration, your clients stay engaged and informed—without getting overwhelmed.

If you’re a business owner using Motion.io, feel confident knowing your clients will love how easy it is to use. And if you’re a client? You’re in great hands.

Not signed up yet? Try Motion.io free for 14 days and see how simple it can be to manage client work in one place.