An Office Administrator at a professional services firm owns the operational processes that partners and professionals depend on. Client intake, document management, vendor coordination, compliance tracking, billing support, and HR workflows all flow through you. You’re doing VP of Operations work at a firm where that title doesn’t exist.
Everything is manual and fragmented. Client documents arrive by email and need to be filed, tracked, and routed to the right person. Vendor invoices need matching and approval from partners who are in back-to-back meetings. Compliance deadlines need monitoring across engagements. You’re the connective tissue between every process, and your tools are email, spreadsheets, and shared drives.
As the firm takes on more clients and engagements, the coordination overhead grows but the team doesn’t. Each new client adds another intake process, another set of documents to track, and another set of handoffs to manage. You hit a point where keeping up with the volume means something inevitably falls through.
Moxo orchestrates the firm’s operational processes in a single platform. AI agents handle document collection, routing, reminders, and compliance tracking automatically. Humans stay in control of client-facing decisions, exceptions, and partner approvals. The result is a firm that runs more efficiently without adding administrative headcount — and an office administrator who can focus on judgment calls instead of chasing paper.
