Legal Service Delivery

Transform your legal service delivery

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Automated case management

Orchestrate complex legal processes from intake to resolution with customizable workflows that reduce errors and save time.

Secure client collaboration

Enable 24/7 access to case documents, updates, and communications through a unified portal with enterprise-grade encryption.

Compliance + audit control

Maintain detailed audit trails and strict access controls while automatically logging every workflow step for complete compliance.

Seamless integration

Extend your existing processes, don't replace them. Connect effortlessly with your existing Legal CRM, document management, and transaction systems to extend current processes.

Assign roles
with precision

Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.

Lawyer

Paralegal

Administrator

Client account

Lawyer

Leads case strategy and provides expert legal counsel while leveraging digital workflows to enhance service delivery. Reviews and approves critical documents, manages client relationships, and makes key decisions on legal matters. Utilizes automated processes to focus on high-value tasks while maintaining oversight of case progression and ensuring compliance with legal standards and firm policies.

Paralegal

Executes day-to-day legal support tasks while managing case workflows and document preparation through automated systems. Coordinates with attorneys and clients, maintains case files, and ensures timely completion of routine legal processes. Leverages digital tools to streamline document management, deadline tracking, and client communication while maintaining quality standards.

Administrator

Oversees platform configuration, user management, and system security while ensuring operational efficiency. Implements automation rules, manages access controls, and maintains compliance standards across all workflows. Coordinates with IT teams, provides technical support, and develops best practices for platform utilization while monitoring system performance and security protocols.

Client account

Initiates and manages legal matters by submitting case information, sharing critical documents, and collaborating with legal teams through secure digital channels. Reviews and approves legal documents, provides timely responses to information requests, and participates in scheduled consultations through video or messaging platforms. Maintains ongoing communication about case developments, accesses billing information, and authorizes key decisions throughout the matter lifecycle. Coordinates with multiple stakeholders within their organization to gather necessary information, obtain internal approvals, and ensure compliance with their company's legal and business requirements.

Questions + answers

Can we customize workflows for different practice areas and matter types?

Yes, the platform allows you to create specific workflows for everything from M&A due diligence to litigation case management, with automated workflows, approval routing, and deadline tracking tailored to each practice area.

What specific efficiency gains can we expect for our practice?

Law firms typically report 60% faster client intake processing, 40% reduction in document turnaround time, and 75% decrease in administrative tasks, allowing attorneys to focus more time on billable work.

How does Moxo help with client communication?

Moxo provides a branded, secure space for clients to communicate, access deliverables, and track project progress. The system allows for in-context communication, including messaging, document sharing, and video meetings, all within the context of a workflow.

What security measures does Moxo offer for handling sensitive client information?

Moxo provides bank-grade security for organizing, sharing, and tracking all client interactions. It offers secure document exchange, compliant e-signatures, and maintains a detailed audit trail of every interaction, ensuring confidentiality and compliance to regulatory standards.

Orchestrate your legal services