Moxo for Professional Services

AI handles the operations
Your team owns the decisions

Side view of a woman with red hair wearing a pink blouse, looking at her smartphone with AI review notifications about tax document review and approval.

How professional services teams and Moxo AI work together

Every engagement involves work only your team can do—strategic advice, expert judgment, decisions that balance client needs and project constraints. But surrounding that is hours of coordination: tracking deliverables, aligning project teams, following up across clients, subcontractors, and internal departments.

Moxo separates the two. AI handles preparation, validation, and follow-up. Your team stays focused on the work that requires professional expertise.

From scattered to structured, in minutes

Every professional services firm has processes that live in email threads and spreadsheets. Project kickoffs, deliverable reviews, resource coordination, managing approvals across clients and internal teams.

Build a process in Moxo, and it becomes a structured workflow your entire team can run, connected to the systems you already use.

Anyone involved—consultants, project managers, clients, subcontractors—can take action without extra logins or digging through email. Every deliverable, every approval, every milestone is stored automatically with full visibility.

Frequently asked questions

What kind of outcomes do professional services firms see?

Faster project delivery, fewer bottlenecks on approvals and reviews, less time chasing updates from clients and teams. Milestones hit on schedule. Deliverables don't stall waiting for feedback. And your team has clear visibility into where every engagement stands—without digging through email or project tools.

How does Moxo work with our existing systems?

Moxo connects to what you already use—PSA tools, project management, CRM, document storage. Workflows trigger actions across systems, sync data automatically, and surface information at the right step. You're not replacing your stack; you're connecting it into processes that actually flow.

How can Moxo help our firm handle more engagements without adding headcount?

Most of what slows professional services down isn't the expert work—it's the coordination around it. Tracking deliverables, aligning teams, following up on approvals. Moxo AI handles that automatically—preparing actions, nudging participants, keeping projects moving. Your team stays focused on the work that actually requires professional judgment.

How do clients and subcontractors participate?

Clients, subcontractors, partner firms, subject matter experts—anyone involved can act without creating an account. They get a secure link, see exactly what's needed, and respond in context. Every deliverable, approval, and feedback is captured in the workflow automatically.