White-Label Client Intake & Portal Software for Law Firms
Automate client intake & streamline the collection of engagement letters, files, feedback, and forms, all through a simple client portal.
Keep your clients happy and engaged every step of the way
Elevate your client intake experience and get the information your firm needs faster.
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-labeled Client Portals
Give your clients a secure, easy, and professional way to provide information and communicate with your team in branded client portals.
Features law firms and attorneys love in Motion.io
Client Tasks
Motion.io’s client tasks replace back-and-forth emails and endless threads. Motion.io notifies clients when new tasks are assigned and sends automatic reminders until they are completed.
Get Documents Signed Electronically with Ease
Create repeatable templates of engagement letters & agreements, and send them for electronic signature with ease.
Flexible Portal Pages
Integrate your other tools and static information directly into Motion.io so your clients have a central hub for everything.
One Click Client Access: Simple & Secure
Clients complete tasks and access their portals by clicking a magic link sent to their email – no account or login required.
Try Motion.io
Learn the platform in less than an hour. Start elevating your client experience in less than a day.