Moxo

Moxo (formerly Moxtra) is a client interaction workspace platform that provides businesses with branded digital workspaces for managing client onboarding, project delivery, and ongoing service workflows. The platform combines secure messaging, video meetings, document sharing, e-signatures, task management, and workflow automation into dedicated client workspaces — creating a structured, auditable hub for every client engagement.

What differentiates Moxo from generic project management tools like Asana or communication platforms like Slack is its purpose-built focus on external client interactions with structured workflows. While Slack is designed for internal team communication and Asana for internal task management, Moxo creates dedicated workspaces for each client relationship with built-in workflow automation that guides both your team and your clients through multi-step processes like onboarding, reviews, and approvals. Every interaction is tracked in a persistent timeline, making it ideal for regulated industries and professional services where audit trails and compliance matter.

Key Features: Branded client workspaces with persistent timeline tracking every interaction and document and task in chronological order, workflow automation with multi-step process templates for client onboarding and reviews and approvals that guide both internal teams and external clients, secure messaging with threaded conversations and file sharing and @mentions within each workspace, document management with version control and annotations and markups directly on documents within the workspace, built-in e-signatures for contracts and agreements integrated into workflow steps, video meetings and screen sharing launched directly from workspaces with recordings stored in the timeline, task management with assignments and due dates and status tracking visible to both internal team and clients, forms and data collection integrated into workflow steps for structured information gathering, file requests for soliciting specific documents from clients with tracking, magic links for passwordless client access to their workspace, white-label branding with custom domain and logo and colors for a fully branded client experience, mobile apps for iOS and Android giving clients on-the-go access to their workspace, API and integration capabilities for connecting to existing business systems, role-based access controls and permissions for security and compliance, and audit trail with complete interaction history for regulatory compliance.

Pricing: Moxo offers tiered pricing based on workspace volume and features. The Starter plan is designed for small teams and includes core workspace features with messaging and file sharing and tasks and basic workflows. The Business plan adds advanced workflow automation and e-signatures and video meetings and enhanced branding. The Enterprise plan includes custom integrations and advanced security and compliance features and dedicated support. Pricing is available upon request and varies based on the number of workspaces and users needed. A demo and trial are available.

Use Cases: Financial advisors and wealth managers who need secure compliant client portals for sharing statements and collecting signed documents and communicating about portfolio changes with full audit trails, accounting firms managing client engagements like tax preparation and audits that involve multi-step workflows with document collection and review and approval cycles, law firms coordinating with clients on cases that require secure document exchange and e-signatures and structured workflows for each phase of legal proceedings, consulting firms delivering projects with multiple deliverable milestones where clients need visibility into progress and the ability to review and approve work within a structured workflow, real estate companies managing property transactions with buyers and sellers through complex multi-party workflows involving document collection and approvals and e-signatures, and healthcare organizations coordinating patient onboarding and care management workflows that require HIPAA-compliant communication and document sharing.