An Office Manager at a professional firm owns the day-to-day operational processes that keep the business running. You coordinate between partners, clients, vendors, and staff across processes that include client onboarding, document management, scheduling, vendor payments, and internal workflows. Partners rely on you to make sure everything moves without their direct involvement.
You’re managing processes that were never formally designed. Client intake happens through email. Vendor management happens through spreadsheets. Internal requests happen through conversations. You’re the one who holds the informal process knowledge, and every handoff depends on you remembering to route it to the right person at the right time.
The firm’s growth creates more processes to manage but doesn’t add more people to manage them. Each new partner, client, or vendor adds more coordination overhead to your plate. Without structured workflows, institutional knowledge lives in your head, and any absence creates a gap the firm can’t easily fill.
Moxo turns informal processes into structured, repeatable workflows. AI agents handle document collection, reminders, routing, and follow-up. Humans stay in control of partner approvals, client communications, and exceptions. The result is operational processes that don’t depend on any single person’s memory, and an office manager who can manage more with less manual effort.
