Managing partner

You’re responsible for firm performance across multiple client engagements, each with its own stakeholders, timelines, and deliverables. Operational consistency is what separates profitable work from chaotic work.
Professional services
Managing partner

What you own

A Managing Partner owns firm performance — not just client relationships, but the operational machinery that determines whether engagements are delivered profitably. You’re accountable for utilization, margin, client satisfaction, and the consistency of delivery across partners and practice areas. Every engagement that runs inefficiently erodes the firm’s bottom line.

What slows you down

Firms run on parallel client engagements, each with their own complexity. Client intake, document collection, regulatory compliance, deliverable review, and billing all require coordination across partners, associates, and clients. The coordination overhead per engagement is significant, and it’s largely invisible until deadlines slip or errors surface.

Why it compounds

As the firm grows, each new partner or practice area adds more engagements to manage. Without consistent processes, each partner runs their engagements differently. Quality varies. Margins vary. The firm’s operational knowledge lives in people’s heads rather than in structured workflows. Scaling the firm means scaling the chaos unless the coordination layer is standardized.

How Moxo changes the equation

Moxo gives Managing Partners a consistent orchestration layer across all client engagements. AI agents handle document collection, approval routing, compliance tracking, and follow-up. Humans stay in control of client strategy, staffing decisions, and quality reviews. The result is more consistent delivery, better throughput per partner, and firm growth that doesn’t require proportional headcount growth.

Processes that cross your desk

Investment approval
Approvals
Finance
API access approval
IT Ops
Compliance
Approvals
Partner approval
Approvals
Revenue ops
Sales ops
Access request approval
IT Ops
Approvals
Compliance
ACH payment approval
Finance
Approvals
Leave approval
Approvals
People ops
Customer reference approval
Approvals
Customer ops
Customer complaint escalation
Customer ops
Exception management