Collect, share, and manage client files
at scale

File sharing in Motion.io is faster than sending an email, easier for clients, and removes the burden of your team following up to get the files you need.

High-volume file sharing, storage, and collaboration

One home for all of your client and project files

Simple file sharing and collaboration

Give clients access to files directly in their Motion.io portals by attaching them to tasks. Toggle on file approvals to have clients review, annotate, and approve files you share with them.

Automate client file & document collection

Using the “Collect Files” task option, specify files, documents, or content your team needs and toggle on reminders to have Motion.io automatically follow up with clients until they provide it.

Keep files organized and accessible for your team​

When files are shared during projects, Motion.io tracks how and why they were uploaded and adds them to organized folders that ensure team members can quickly access the files they need when they need them.

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 >

FAQ

Are there storage limits for files uploaded to Motion.io?

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.

What are Projects in Motion.io?

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.

How do Client Portals work in Motion.io?

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.

Scale your onboarding, not your overhead

Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.