Automate client onboarding tasks, without the spreadsheets and follow-up emails
Create custom onboarding workflows, assign client tasks automatically, and track progress in one centralized portal — no logins or chasing clients required.
Say goodbye to ClickUp updates, Google Sheets, and email chains.
Automate every onboarding step
Build a fully branded onboarding checklist with tasks like signing contracts, uploading assets, and scheduling calls — all triggered automatically when a deal is closed.
Eliminate manual follow-ups
Stop chasing clients for missing items. Motion.io sends smart reminders and updates task statuses as clients complete them — no logins or manual steps required.
One hub for your team and clients
Replace Slack threads and scattered docs with a centralized client portal that makes collaboration simple and keeps projects moving.
Get client info, assets, and approvals without chasing them down
Collect Brand Assets & Files
Set up file upload tasks so clients can submit logos, guidelines, and other assets — no more digging through emails or shared drives.
Get Feedback & Approvals Fast
Send videos, PDFs, or images for clients to review and approve. Clients can comment and request changes in one place — no extra tools required.
.webp)
Send Contracts for E-Signature
Turn your existing PDFs into signable documents clients can complete directly inside their portal — no PandaDoc or extra tools needed.
Use Smarter Onboarding Forms
Create forms to collect detailed onboarding info — and flag them as incomplete if something’s missing, so clients can quickly update their answers.
Embed Scheduling, Payments & More
Paste in Calendly, Stripe, or dashboard links to let clients book meetings, pay invoices, or view reports without leaving the portal.
.webp)
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.
Scale your onboarding, not your overhead
Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.