Acceptance to signed letter in one flow. Agents draft from your templates and chase signatures. Partners approve, clients sign by magic link.
Design, run, measure, and improve in the same system
Describe your engagement setup by service line, or hand Moxo the letter templates. The AI builder turns it into a working flow.
Agents draft letters from templates, apply the right terms by service line, and chase every unsigned letter.
Acceptance calls, fee exceptions, and scope changes route to named partners with the file prepped.
Clients review and sign engagement letters through secure magic links. Renewals re-run the same flow each year.
Each one leaves a trace: what terms applied, who approved, when it was signed. No work before signature.
Ask what is unsigned and which renewals are due. Answers come from live flows, in plain language.
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Moxo is built for the trust requirements of serious operations. It includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more.
