Motion.io’s client tasks replace back-and-forth emails and endless threads. Set due dates and toggle on reminders to automatically notify customers of anything you need them to do, sign, submit, or approve.

Assign tasks, share files, and connect to 1000s of other software tools to give customers access to everything they’ll need in loginless and fully white-labeled client portals.

Provide customers with clear visibility into the status of their projects—from onboarding to offboarding—directly in their client portals.

Create custom intake and onboarding forms and attach them to tasks clients can complete directly in their portals. If information is needed after a form is submitted, flag it as “Incomplete” to inform your customers and allow them to make your requested updates.

Upload PDFs and other files to turn them into signable documents clients can fill out, sign, and submit directly in their portals.

Stop chasing down customers to get the signatures, files, and documents you need. Create file collection requests to get the information your team needs from clients when you need it, organized all in one place.

Create reusable project templates that automatically pull in all the tasks, project stages, and portal pages you need and automate your client onboarding process.

Create automated workflows that keep projects moving while reducing the number of emails, meetings, and manual tasks required of your team.

Connect 1000s of tools directly to your Motion.io Client Portals. Embed apps into client tasks & portal pages, or use Zapier to create automations between Motion.io and other software you use.