Moxo

6.1easy start · #29 of 43
in Legal Client Portal Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $416.67/mo.

Moxo is ranked #29 of 43 in legal client portal software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at $416.67/mo.

Moxo plans and pricing

All plans

Team $5,000/yr $5,000/yr 100 flows/yr · $100 of AI/yr · Unlimited seats moxo.com · 8 Oct 2026

Scale Not published Custom quote 500 flows/yr · $500 of AI/yr · Unlimited seats moxo.com · 8 Oct 2026

Enterprise Not published Custom quote Unlimited seats moxo.com · 8 Oct 2026

Compared on legal client portal software

Free plan: No
Paid from: $500/mo

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The record

Product: Moxo describes itself as an AI-native business process orchestration platform.
Workflows: Moxo workflows support branches, exceptions, and escalations with human control.
AI agents: Agent Foundry lets teams design agents or bring their own, working alongside the team under its supervision.
Portals: Moxo provides clients, vendors, and teams with separate portals where flow participants can take action without logins.
Insights: Moxo lets users ask operational questions in plain language, track flows that are on time or at risk, adjust running flows, and trace decisions.
Integrations: Moxo supports custom integrations using webhooks, Moxo APIs, or tools such as Zapier.
Connected systems: Moxo lists Salesforce, HubSpot, Microsoft Dynamics, Zoho, Wealthbox, Redtail, Filevine, Global Relay, Smarsh, Xero, and Follow Up Boss among its direct data-sync integrations.
Security: Moxo says data is encrypted in transit and at rest and that it is SOC 2 Type II and SOC 3 certified.
Privacy: Moxo says it has implemented tools and controls to enable GDPR compliance.
Audit trail: Moxo describes its audit trail as supporting more than seven years of records.
Deployment: Moxo lists private cloud, multi-tenant, and on-premises deployment options.
Support: The Scale plan includes a customer success manager, and the Enterprise plan includes a forward deployed engineer.
Audience: Moxo says it is trusted by enterprises in financial services, healthcare, and government sectors.
Headquarters: 2261 Market St., Suite 97451, San Francisco, CA 94114, USA
Price from: $416.67/mo

Where it ranks on The Geeks Club

Best Legal Client Portal Software in 2026#29 of 43
Best Deal Desk Software in 2026#26 of 40
Best Customer Portal Software in 2026#15 of 31
Best Client Intake Software in 2026#19 of 27

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Sources

moxo.com/legal/description-of-services· checked 8 Oct 2026
moxo.com· checked 8 Oct 2026
moxo.com/integrations· checked 8 Oct 2026
support.moxo.com/hc/en-us/articles/27594999829645-Types-· checked 8 Oct 2026
moxo.com/security· checked 8 Oct 2026
moxo.com/pricing· checked 8 Oct 2026
moxo.com· checked 28 Sept 2026