The call is only the start. Moxo runs everything after it: conflicts, engagement letters, retainers, and matter open, with attorneys on every judgment call.
Design, run, measure, and improve in the same system
Describe how a matter should open, or hand Moxo your intake checklist. The AI builder turns it into a working flow you refine in conversation.
Design AI agents for conflict checks, document collection, and matter setup, grounded in your playbook, working next to your attorneys.
Conflict hits, fee decisions, and engagement calls route to named attorneys with everything prepped. The rest runs on its own.
New clients complete disclosures, sign the engagement letter, and pay the retainer through secure magic links. No portal accounts, no chasing.
Each intake leaves a decision trace: what was checked, what was flagged, who cleared it, and when. Ready for any audit or dispute.
Ask how many matters opened this week and where intake is stuck. 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.
