A Practice Manager keeps the operational side of client engagements running. You manage scheduling, resource allocation, document workflows, billing coordination, and client communications across multiple active matters or projects. The work requires constant coordination between partners, associates, clients, and external parties.
Most of your day is spent on coordination rather than management. Following up on missing client documents. Scheduling review meetings across busy calendars. Tracking which engagements are on timeline and which are falling behind. The tools you use — email, spreadsheets, shared drives — weren’t designed for the multi-party coordination this role demands.
Each active engagement adds another set of deadlines, handoffs, and follow-ups to manage. As the practice grows, the coordination load grows faster than the team. Bottlenecks form around the Practice Manager because everything routes through you — not because you’re slow, but because the process requires it.
Moxo orchestrates engagement workflows so the routine coordination happens automatically. AI agents handle document collection, scheduling, approval routing, and status tracking. Humans stay in control of client-facing decisions, resource allocation, and exceptions. The result is more engagements managed with the same team, faster cycle times, and less time spent chasing the work that should move on its own.
