Give clients, vendors, and partners an easy way to move processes forward — with AI agents helping along the way.
Your clients see one portal, your vendors see another
Choose from a library of modules — flows, AI chat, resources, service requests, and more.
Every portal reflects your firm's brand — your logo, your colors, your voice.
Not a simple dashboard, the surface where the process actually runs.
Deploy a client-facing concierge that answers questions and guides clients.
THE CLIENT EXPERIENCE
No accounts, no passwords, nothing to download. Clients open one secure link and everything they need is waiting — on any device.
Assemble any workflow from a library of actions
Forms, file requests, document uploads, and structured data.
eSignatures, approvals, and acknowledgements
Scheduling, video meetings, tasks, and secure messaging.
Payments, invoices, and identity (KYC) verification.
.webp)
Create custom agents for any role in your portal
Drafts documents and pre-fills forms before each step reaches your client.
Answers client questions instantly, grounded in your firm's own knowledge.
Checks every submission for completeness and flags exceptions to your team.
Design an agent for any role, trained on your own data and rules.
YOUR BRAND
Your logo, your colors, your domain. Clients get an experience that feels like your firm — not a third-party tool.
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.
