Get what you need from clients on time, every time.
Automate your onboarding process, collect information faster, and make your team's communication and collaboration with clients seamless.
Client tasks, to-do's, and action items made easy.
Automate your onboarding flow
Invite clients to loginless portals where they can sign documents, submit forms, and upload files the moment they give the go-ahead for work to begin.
Eliminate manual follow-ups and reminders
Set up automated reminders for client tasks in a single click. Build custom workflows that automatically assign tasks as you need clients to complete them.
A single platform for all your client work
No more jumping between email inboxes and software apps. Motion.io provides all of the tools needed to communicate and collaborate with clients in one place.
Email doesn’t work for client tasks; Motion.io’s task builder does.
Embed Your Apps
Paste shareable links or iFrame embed codes into tasks to connect external tools and allow customers to schedule appointments, make payments, and more without leaving their portals.
Collect Files
Create file collection tasks to get documents, brand assets, and any other information your team needs, organized all in one place.
Gather Signatures
Turn the PDFs and other documents you already use into signable contracts and agreements customers can complete directly in their Motion.io client portals.
Collect File Feedback & Approvals
Attach images, videos, and PDFs to client tasks to have customers review, annotate, and approve files you send them.
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Send Forms
Add forms built with Motion.io’s drag-and-drop builder to client tasks. If information is needed after a form is submitted, flag it as “Incomplete” to let your customers know and allow them to make your requested updates.
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FAQ
Project templates in Motion.io let you pre-build projects with tasks, portal pages, automations, and settings already configured. When you create a new project from a template, everything is instantly populated, saving your team time and ensuring a consistent client experience.
When you invite clients to a portal or assign tasks in Motion.io, they'll receive an email with a magic link allowing them to access their portals in a single click — no account creation or login required.
When you toggle on "Reminders" for a task, Motion.io will automatically remind all clients (or team members) assigned to the task to complete it. Reminder emails are sent automatically on a predefined schedule based on the task's due date.
Chasing clients doesn't scale
Motion.io does. Get started today, and never send another "Just checking in..." email again.