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.

Customize your client portals as well as the emails Motion.io sends to reflect your business and your brand.

Create and assign tasks that automatically remind clients of what they need to do or submit in their portals based on the due date you set.

Provide clients with a high-level view of what your team is working on without them seeing how the sausage is made. With Motion.io’s Internal Tasks, you and your team can create private sub-tasks, share files, and send messages that remain hidden from clients in their Motion.io Portals.

Create private notes associated with projects only you and your team members can access. Use project notes to share important details, take notes about live conversations, and document standard operating procedures.

Provide a Help Desk directly in your Motion.io client portals where clients can submit support tickets, upload files, and communicate with your team. Assign tickets to the team member best equipped to handle them and track the status of each ticket.

Have Motion.io do the heavy lifting of reminding clients about tasks they need to complete. Customize reminder emails with your branding and business name.

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

Require signatures on any task you create to have clients confirm they’ve reviewed information, received deliverable files, or are ready to move forward to the next stage of a project.

Create custom forms to collect files and information from clients. Send forms to clients by adding them to tasks that will automatically follow up until forms you send are submitted. 

Share any type of file with clients to have them either approve or request changes. When changes are requested, clients can pin comments on files you’ve uploaded to explain the changes they have in mind. 

Slack-style messaging directly in your Motion.io client portals. Using Motion.io’s chat integration, your team and clients can upload files, send voice recordings, and communicate back and forth during projects.

Never again dig through your inbox to track down a file. To provide your team and clients easy access to files, every project and portal you create in Motion.io includes a dedicated file management area.

Create project templates that automatically bring in all of the pages, tasks, and files you know you’ll be using in new projects you create without starting from scratch each time.