Moxo review

Moxo treats the client portal as the place where a multi-step process moves forward rather than a folder of files. Clients click one secure link, with no account, password or download, and find everything waiting on any device. Each portal can collect document requests, forms and uploads, gather eSignatures and approvals, host scheduling, video calls and secure messaging, and handle invoices, payments and identity checks. An AI concierge answers client questions about status and next steps, and AI agents prepare documents, check submissions for completeness and give staff answers with evidence attached. On the firm side, staff see every client, stalled step and due date in one view. Security listings include SOC 2 Type II, GDPR, SAML SSO, audit trails, encryption and role-based access, and customers include Savills, Scotiabank and Procore. Moxo does not publish prices, so it suits firms ready for a sales process, not a solo consultant comparing monthly plans.

Who it is for

Mid-size and enterprise firms that run multi-step client processes

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Clients open one secure link with no account, password or download
• Document requests, forms, uploads, eSignatures and approvals
• Scheduling, video calls and secure messaging
• Invoices, payments and identity checks in the same flow
• AI agents that prepare documents, check submissions and answer client questions

Strengths and weaknesses

• Strength: SOC 2 Type II, GDPR, SAML SSO, audit trail and role-based access listed
• Strength: AI concierge answers client questions on status and next steps at any hour
• Strength: Named customers include Savills, Scotiabank and Procore
• Weakness: No published prices
• Weakness: Sales-led buying through a demo or trial request
• Weakness: More workflow tooling than a small firm needs

Key facts

• Client access: Secure link, no account or password
• Security: SOC 2 Type II, GDPR, SAML SSO
• Pricing: Not published
• AI: Preparer, reviewer and advisor agents, plus custom agents

Where it ranks

Moxo is No. 10 in our Best Client Portal Software verdict.