White-Label Client Intake & Onboarding Software

Automate the collection of files, forms, signatures, and all other information your team needs to onboard clients in fully white-labeled client portals.

Keep customers excited and engaged at every stage

Automated Onboarding

Automate the collection of files, signatures, and forms and give clients access to everything they need in a single portal.

Secure File Sharing

Clients upload files by clicking a magic link sent to their email and can access files you share with them through a secure portal.

White-label Portals

Give your clients a secure, easy, and professional way to provide information and communicate with your team in branded client portals.

Features you'll love in Motion.io

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."
Chase Miller

Impact Applications

Chasing clients doesn't scale

Motion.io does. Get started today, and never send another "Just checking in..." email again.