Workflow Builder

The client portal law firms trust

Moxo's client portal software for law firms transforms how sophisticated teams orchestrate service delivery.

Get started

Why leading firms trust Moxo's client portal

Streamline complex workflows

Moxo’s client portal for law firms automates multi-party processes like case onboarding and dispute resolution, with powerful built-in collaboration - while maintaining compliance and control.

Scale with confidence

Handle high-stakes matters seamlessly with client portals for law firms featuring role-based permissions, complete audit trails, and enterprise-grade security that mid-market and large firms demand.

Connect your legal ecosystem

Moxo’s legal client portal software integrates smoothly with your existing legal CRM, document management, and transaction systems to extend your current processes.

Measure what matters

Track staff productivity, identify workflow bottlenecks, and optimize operations with real-time performance metrics and customizable dashboards.

Powerful capabilities that deliver

Workflows + template playbooks

Weave collaborative actions into workflows, and save them as repeatable templates.

Client collaboration hub

Enable communication with messaging, eSignatures, video calls, and document sharing.

Extend your existing processes

Build powerful integrations with your existing tech stack and ensure smooth data flow.

Audit trails

Track every interaction and maintain detailed records for compliance and accountability.

Custom branding options

Seamlessly extend your presence with a fully branded law firm client portal.

Smart case management

Track matters, deadlines, and updates in real-time with automated notifications and alerts.

See how organizations thrive with Moxo

Savills uses Moxo to streamline commercial property deals
Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation
Emirates Bank streamlines wealth customer engagement, delivering personalized service
Wunderkind, a top digital marketing firm, uses Moxo to streamline implementation and onboarding
BNP Paribas streamlines client onboarding and account management with Moxo
Peninsula Visa cut processing from days to hours, reducing turnaround time by 93%
Hibernia College uses Moxo to streamline student onboarding and engagement
Zeta Global leverages Moxo to streamline onboarding and implementation
K&A Tax simplifies tax filing and client management with Moxo
Questions + answers
How does attorney client portal software ensure data security?

Moxo’s attorney client portal software employs enterprise-grade encryption, role-based access controls, and comprehensive audit trails to protect sensitive client data and meet compliance standards.

Can we integrate the portal with our existing legal software?

Yes, Moxo's law firm client portal seamlessly connects with your existing Legal CRM, document management, and transaction systems, extending your current processes while reducing manual work.

What benefits does a legal customer portal offer clients?

Moxo’s legal customer portal provides clients with secure access to case updates, documents, and communication tools, enhancing transparency and engagement while maintaining compliance.

What types of workflows can we automate?

Moxo's client portal software for law firms handles complex processes like case onboarding, contract negotiations, multi-party approvals, and class action coordination—all with built-in collaboration tools like eSignatures, secure messaging, and video calls.