Forms that follow up
for you
for you
Motion.io’s forms are a simple, powerful, and automated way to onboard clients and get the information you need in white-labeled client portals.
Get the information your
team needs from clients, when you need it.
Automate your onboarding flow
Invite clients to loginless & white-labeled portals to complete onboarding forms, submit intake questionnaires, upload files, and provide information.
Eliminate follow up emails
& manual work
Toggle on reminders to automatically notify clients of forms they must submit. Create custom workflows to automatically assign new client tasks after a form is completed.
A single home base for you & your clients
No more jumping between email inboxes and software apps. Motion.io provides all the tools needed to communicate and collaborate with clients in one place.
Simple, powerful, and automated forms
Create & send forms to clients in seconds
Using Motion.io’s drag-and-drop builder, quickly create custom forms that you can send to clients in seconds.
Automatically remind clients
Toggle on automated reminders for forms you send to clients and have Motion.io automatically follow up until your team has the information they need.
Easy for clients to access & submit
Customers complete forms in white-label client portals, which they access by clicking a magic link sent to their email—no account signup or login is required.
Track form submissions
& dependent tasks
Motion.io automatically tracks form submissions in a well-organized project dashboard that allows your team to know the moment they have the information needed to complete internal, dependant tasks.
Collect client signatures
Require customer signatures on contracts, scope of work agreements, and more. Toggle on “Require Signature” to automatically add a signature field to the bottom of any form you attach to a client task.
The project management platform built for client work
Everything you need to manage client projects in one place. No bells and whistles; just the tools you need to complete client projects faster.
