Collect files, forms, and contracts at scale

Automate your onboarding process, collect information faster, and make your team's communication and collaboration with clients seamless.

Say goodbye to follow-up emails, manual tasks, and spreadsheets

Get what you need from clients on time, every time

Collect Files

Create file collection tasks to get documents, brand assets, and any other information your team needs, organized all in one place.

Collect Feedback

Attach images, videos, and PDFs to client tasks to have customers review, annotate, and approve files you send them.

Collect 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 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.

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.

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

How do Project Templates work in Motion.io?

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​.

How do Magic Links work in Motion.io?

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.

How do Automated Task Reminders work in Motion.io?

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.

Chasing clients doesn't scale

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