One secure place where clients track projects, send documents, sign, and pay — while your AI agents handle the prep, the chasing, and the follow-up.
Clients see one portal, vendors see another — each branded, each running its own processes
Flows, AI chat, resources, service requests — turn on what each audience needs.
Every portal reflects your firm's brand — your logo, your colors, your voice.
%20%E2%80%94%20square-3.jpg)
Not a dashboard where documents sit — the place where work actually moves forward.
THE CLIENT EXPERIENCE
No accounts, no passwords, nothing download required. Clients open one secure link and everything they need is waiting — on any device.
Clients ask the portal instead of emailing your staff — status, next steps, and answers, any hour of the day.
Replace the eSign tool, the scheduler, the payment links — one place, one thread, one status
Document requests, forms, and uploads, with intelligent alerts.
eSignatures, approvals, and acknowledgements, and more.
Scheduling, video calls, and secure messaging.
Invoices, payments, and identity checks, all in the same place.
-2.jpg)
Agents prep, check, and follow up — your team only handles the judgment calls
Drafts documents and pre-fills forms before each step reaches your client.
Checks every submission for completeness — nothing bounces back to the client twice.
Gives your team answers with the evidence attached — so they review instead of research.
Design an agent for any role, trained on your own data and rules.
YOUR SIDE OF THE PORTAL
See every client, every stalled step, and every due date at a glance — while your AI agent team does the chasing.
.webp)
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.
