Moxo pricing, features & alternatives

What Does Moxo Do?

Moxo is a client interaction platform for businesses that run complex, multi-step processes with external clients, such as account opening, loan processing, legal matters or onboarding. It combines a branded client portal with workflow automation, secure messaging, document exchange, e-signatures, approvals and meetings.

Common Moxo Use Cases

• Onboarding new clients with documents, checks and approvals
• Running loan, insurance or account-opening journeys
• Managing legal or advisory matters with clients
• Coordinating vendors or partners through a shared process
• Keeping an audit trail of every client interaction

Inside Moxo: The Main Workflow

You design a workflow made of steps, such as collect documents, review, approve and sign, and assign each step to internal staff or the client. Clients join through a branded web or mobile portal, see what’s needed from them and complete it there. Messages, files and meetings stay attached to the workflow, and integrations connect it to CRMs and back-office systems.

Planning a Moxo Rollout

Start with one high-value journey, such as client onboarding, and map every step, owner and document before configuration. Decide how many internal users and external clients will use it, which systems it must connect to, and what security and data-residency terms you need. Ask for implementation as a separate quote line.

Should You Choose Moxo?

Moxo suits financial, legal and professional-services firms with regulated, high-touch client journeys. Freelancers and small agencies wanting a simple client portal will find Dubsado or Bonsai easier and cheaper.