Legal Service Delivery

Transform your legal service delivery

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.

From chaos to clarity

The old way

The Moxo way

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?
What specific efficiency gains can we expect for our practice?
How does Moxo help with client communication?
What security measures does Moxo offer for handling sensitive client information?