Client onboarding software built for consultants
Stop chasing clients for forms, files, and approvals. Motion.io replaces spreadsheets, emails, and Slack threads with a centralized onboarding platform designed for consulting businesses.
Deliver a frictionless onboarding experience, without hiring more staff
Onboard clients in record time
Automate the collection of contracts, intake forms, and brand files—so you can start projects sooner and get paid faster.
Centralize communication and feedback
Replace email threads and Slack pings with a single place for messages, file uploads, and approvals—no extra tools needed.
Your all-in-one client onboarding platform
Give clients one link to access everything: onboarding tasks, project updates, deliverables, and communication.
Features consultants love in Motion.io
Automated Client Onboarding
Get everything you need from clients, fast.
Motion.io automates onboarding with smart forms, file uploads, and checklists. No more chasing clients for documents or waiting to start work.
All-in-One Project Management
Manage tasks, files, and timelines in one place.
Assign tasks, set due dates, and track deliverables across client projects—right inside each client’s portal. No need for separate PM tools or Slack threads.
White-Labeled Client Portals
Give every client a premium, white-labeled experience.
Offer clients a single place to access onboarding tasks, resources, and messages—without needing extra logins. Customize every portal with your logo, colors, and domain.
Frictionless Feedback & Approvals
Eliminate delays, and get feedback on deliverables faster.
Clients can leave comments directly on images, videos, and PDFs inside their portal. No confusing email chains or missed updates—just fast, clear feedback and approvals.
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Client Progress Tracking
Keep clients in the loop at every step.
Let clients track onboarding and project milestones from start to finish in real time—no need for manual update emails or spreadsheets.
Smart Integrations
Works with the tools your team already uses.
Connect GoHighLevel, ClickUp, Stripe, Google Docs, Hubspot, and more. Motion.io integrates with your existing tech stack so you can streamline client onboarding without rebuilding your workflows.
Built-In Contract Management
Automate signing and form collection.
Stop toggling between e-signature platforms and email threads. With Motion.io, clients can fill, sign, and submit contracts right inside their onboarding portals—no follow-ups required.
"Motion.io gives us a single, centralized hub for all our client work—making it easier to move faster, impress clients at every step, and drive more revenue with less chaos."
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Scale your onboarding, not your overhead
Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.