Scale client operations and grow your business faster

Read our latest blog posts and release notes and access free resources to help you grow your agency, consulting business, or software company.

Product Updates

Productivity Reporting, Enhancements to Message Center, and More! July 2025 Release Notes

Discover Motion.io’s July 2025 release: enhanced Message Center, Productivity Reporting, embedded Portal Forms, detailed Task Activity Feed, and other productivity upgrades.

Sam Chlebowski

Blog Posts

3 Ways to Create a Client Portal in ClickUp (Step-by-Step Tutorial)

Learn 3 practical ways to create a client portal in ClickUp—plus discover the limitations, risks, and challenges of using ClickUp for client-facing work. This guide helps you make the right choice before you commit.

Sam Chlebowski

Blog Posts

Automate Client Onboarding in Minutes with AI: How to Turn SOPs into Workflows Using Motion.io

Learn how to automate your client onboarding process using AI. Turn SOPs into complete workflows and test them with a simulated client—only on Motion.io.

Sam Chlebowski

Blog Posts

Auto-Fill Contracts with Custom Fields in Motion.io | Step-by-Step Guide

Learn how to automatically populate Motion.io contracts using custom fields for faster, error-free client onboarding. Step-by-step video tutorial included.

Sam Chlebowski

Blog Posts

3 Ways to Build a Client Portal in Notion (And Mistakes to Avoid)

Thinking of building a client portal in Notion? Explore 3 different setup methods, avoid common mistakes, and uncover the hidden pitfalls that can derail your workflow.

Sam Chlebowski

Product Updates

AI Clients, a Better Mobile Experience, and More! June 2025 Release Notes

AI Clients are here—plus faster mobile, smoother file sharing, and smart updates to help you move projects forward with less effort.

Sam Chlebowski