How secure is Moxo's legal client portal?

Moxo's client portal software for law firms employs enterprise-grade encryption, role-based access controls, flexible deployment options, and comprehensive audit trails to protect sensitive client data and maintain compliance standards.

Can we integrate the portal with our existing legal software?

Yes, Moxo's law firm client portal seamlessly connects with your existing Legal CRM, document management, and transaction systems, extending your current processes while reducing manual work.

How long does it take to implement Moxo?

Our legal client portal can be deployed within days, with dedicated support for setup, customization, and team training. Most firms see significant workflow improvements within the first month of implementation.

What types of workflows can we automate?

Moxo's client portal software for law firms handles complex processes like case onboarding, contract negotiations, multi-party approvals, and class action coordination—all with built-in collaboration tools like eSignatures, secure messaging, and video calls.

Workflow Builder

Client portals for marketing excellence

Moxo's client portal strengthens relationships, streamlines approvals, and translates complex work into visible results.

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Why leading agencies trust Moxo's client portal

Workflows + template playbooks

Standardize campaign approvals, content calendars, and project workflows.

Client collaboration hub

Enable communication with messaging, eSignatures, video calls, and file sharing.

Custom branding options

Seamlessly extend your presence on mobile and web with a fully branded client portal.

Intelligent alerts

Automatically prompt clients for timely feedback to keep projects on schedule.

Extend your existing processes

Connect your entire tech stack for comprehensive client project management.

Actionable insights

Monitor staff efficiency and workflow bottlenecks with real-time analytics.

Skip the approval runaround

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Streamline complex workflows

Simplify project management with agency-tailored workflows. Automate approvals to eliminate bottlenecks. Templates standardize best practices while adapting to each client's needs.

Seamless interactions

Deliver a branded experience that reinforces your agency's premium positioning. Centralize communications, assets, and approvals. Provide transparency without overwhelming clients.

Connect your ecosystem

Integrate with marketing tools, CRM, and project platforms. Sync deliverables, metrics, and approvals across systems. Maintain a simple client interface while powering complex marketing operations.

Enterprise-grade trust built in

Secure creative assets and campaign data with robust protection. Ensure compliance through role-based permissions and audit trails. Build confidence in your agency's handling of marketing investments.

See how organizations thrive with Moxo

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Wunderkind, a top digital marketing firm, uses Moxo to streamline implementation and onboarding

BNP Paribas streamlines client onboarding and account management with Moxo

Peninsula Visa cut processing from days to hours, reducing turnaround time by 93%

Hibernia College uses Moxo to streamline student onboarding and engagement

Zeta Global leverages Moxo to streamline onboarding and implementation

K&A Tax simplifies tax filing and client management with Moxo

Questions + answers

How does Moxo's client portal differ from our existing tools?

Moxo's client portal is purpose-built for marketing agency-client relationships. It creates a branded client experience while seamlessly integrating with your existing systems.

The platform's workflow templating system transforms repetitive marketing processes into reusable templates, significantly reducing setup time for recurring deliverables. Automated approval routing eliminates follow-up emails and cuts approval lag time by approximately 60%. This combination of client-focused design and automation accelerates project timelines while removing the administrative burden typically associated with client management.

What level of customization can we apply to match our agency's branding?

Moxo offers comprehensive white-labeling capabilities that allow you to fully customize the client portal experience. You can incorporate your agency's logo, color palette, typography, and design elements throughout the interface. Beyond visual branding, you can configure workflows, approval processes, and reporting templates to reflect your agency's unique methodology and service offerings. This ensures a consistent brand experience while maintaining the process efficiency your team needs.

How does Moxo help improve client retention and satisfaction?

Moxo directly addresses the primary challenges that impact client satisfaction: communication clarity, project visibility, and approval efficiency. By centralizing all interactions, reducing response times, and providing transparent progress tracking, clients experience less friction and greater confidence in your process.

The platform's structured approach to deliverable presentation and approval collection demonstrates your agency's professionalism while capturing all feedback in one accessible location. Clients value this enhanced experience, leading to stronger relationships and improved retention rates.

What ROI can our agency expect after implementing Moxo's client portal?

Marketing agencies implementing Moxo typically see measurable returns within the first quarter of usage. Most report a 30-40% reduction in administrative time spent on client management, allowing reallocation of those resources to billable work.

Approval cycles accelerate by an average of 60%, directly impacting project completion timelines and billing cycles. Client retention rates typically improve by +20% within the first year due to enhanced service delivery and communication clarity. Additionally, agencies report that the professional client experience often becomes a competitive differentiator, helping to secure new business and justify premium pricing for their services.

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