Firms typically see faster cycle times, fewer missed deadlines, and less time spent chasing responses. During busy season, that means handling more engagements without adding headcount. Year-round, it means clearer visibility into what's done, what's stuck, and what needs attention—without digging through email or spreadsheets.
Moxo connects to the tools you already use—practice management systems, document storage, CRMs, and more. Workflows can trigger actions across systems, sync data automatically, and pull information into the right step at the right time. You're not replacing your stack; you're connecting it into processes that actually flow.
Anyone involved in a process—clients, vendors, partners—can take action without creating an account or learning a new system. They receive a secure link, see exactly what's needed, and respond in context. Every response is captured automatically in the workflow, so your team sees status in real time without the back-and-forth.
Most of what slows firms down isn't the work itself—it's the coordination around it. Chasing documents, following up on approvals, tracking where things stand across dozens of engagements. Moxo AI handles that coordination automatically. It prepares actions, validates submissions, nudges participants, and keeps processes moving—so your team stays focused on the work that requires their judgment, not the follow-up.
