--- title: "Moxo Software Reviews, Demo & Pricing - 2026" description: "Review of Moxo Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/moxo-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Legal Case Management Software](https://www.softwareadvice.com/legal/) / Moxo Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/moxo-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/moxo-profile/alternatives/) # Moxo Review Custom quote Free trial 1 plan Wondering if Moxo is right for your practice? Our Legal Case Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Moxo 4.0 [(24)](https://www.softwareadvice.com/crm/moxo-profile/reviews/) Pricing Pricing available upon request ### About Moxo Moxo is an AI workflow automation platform for business operations. People and AI agents work the same flow: agents handle the running work, people make the calls that need judgment, and the process runs end to end, across your departments and beyond your walls. Agents prepare documents, chase what's overdue, route work, and monitor progress. Build them in Agent Foundry or bring your own, grounded in your playbooks, no code needed. Moxo is human-in-the-loop automation with supervision built in. Decisions that need accountability route to a person, with a full audit trail of every run. Outside participants take action through magic links, with no account needed. Configure branded portals for each persona, each running its own processes. Moxo connects to a large integration library and MCP, including HubSpot, Salesforce, DocuSign, Slack, and many more. Moxo is built for the trust requirements of serious operations, including SOC 2 Type II, GDPR, SAML SSO, and more. Wondering if Moxo is right for your practice? Our Legal Case Management Software selection experts can help you in 15 minutes or less. ## Moxo User Interface ## Popular Moxo Alternatives Main Product Moxo 4.0 [(24)](https://www.softwareadvice.com/crm/moxo-profile/reviews/) Ratings Breakdown - 4.04Ease of use - 4.05Value for money - 3.95Customer support - 4.09Functionality Pricing Available upon request Get Price Alternative Product [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) 4.4 [(15472)](https://www.softwareadvice.com/project-management/atlassian-jira-profile/reviews/) Ratings Breakdown - 4.08Ease of use - 4.28Value for money - 4.20Customer support - 4.44Functionality Pricing Starting at $7.91 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13663)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.40Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price Alternative Product [monday.com AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6102)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Trello](https://www.softwareadvice.com/project-management/trello-profile/) 4.5 [(23600)](https://www.softwareadvice.com/project-management/trello-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.55Value for money - 4.31Customer support - 4.32Functionality Pricing Starting at $5.00 per month Get Price Alternative Product [ClickUp](https://www.softwareadvice.com/project-management/clickup-profile/) 4.6 [(4623)](https://www.softwareadvice.com/project-management/clickup-profile/reviews/) Ratings Breakdown - 4.34Ease of use - 4.59Value for money - 4.53Customer support - 4.57Functionality Pricing Starting at $10.00 per month Get Price ## Moxo Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Moxo Features - Popular features found in Legal Case Management Billable & Non-Billable Hours Calendar Management Case Notes Client Portal Communication Management Conflict Management Electronic Signature Task Management Trust Accounting Workflow Management - More features of Moxo Access Controls/Permissions Active Directory Integration Activity Dashboard Agent Management Alerts/Notifications Analytics API Archiving & Retention Attendance Tracking Audio/Video Conferencing Audit Trail Authentication Batch Communications Billing & Invoicing Bill Payment Business Process Automation Call Recording Call Routing Cash Management Chat/Messaging Churn Management Classroom Management Client Management Client/Property Matching Collaboration Tools Commenting/Notes Commission Management Compliance Management Contact Management Content Creation Content Library Content Management Contract/License Management CRM Curriculum Management Customer Portal Customer Segmentation Customizable Branding Customizable Forms Customizable Templates Dashboard Data Security Deadline Management Digital Signature Document Capture Document Generation Document Management Document Review Document Storage Email Management Email Marketing Enrollments/Onboarding Event Calendar Event Triggered Actions Expense Tracking Feedback Management File Management File Sharing Financial Management Forms Automation Full Text Search Insurance Management Interactive Content Knowledge Management Lead Management Lease Management Listing Management Live Chat Maintenance Management Mobile Access Mobile Alerts Mobile Signature Capture Multi-Channel Communication Multi-Party Signing Negative Feedback Management No-Code Offboarding Onboarding On-Demand Communications Owner Portal P2P Payments Parent Portal Payment Processing Personalization Portfolio Management Predictive Analytics Process Modeling & Designing Progress Reports Progress Tracking Project Planning/Scheduling Property Database Property Management Real-Time Chat Real-Time Notifications Real-Time Reporting Reminders Remote Deposit Rent Tracking Reporting/Analytics Reporting/Project Tracking Residential Properties Rules-Based Workflow Search/Filter Single Sign On SMS Banking SMS Messaging SSL Security Status Tracking Student Information/Records Surveys & Feedback Task Progress Tracking Tax Management Team Collaboration Template Management Tenant Portal Text Analysis Third-Party Integration Third-Party Integrations Time Tracking Transaction Management Transaction Monitoring Unified Directory Vendor Management Vendor Master Data Management Video Support Website Management Workflow Configuration ## Moxo Integrations Filevine Integration rated undefined from -1 review Drop Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Dropbox Integration rated undefined from -1 review Zoho CRM Integration rated undefined from -1 review Jira Integration rated undefined from -1 review See all 19 integrations ## Moxo User Reviews ## Moxo customer ratings - Overall rating: 4.0/5 - Total reviews: 24 ### Rating distribution - 5 stars: 8 reviews (33%) - 4 stars: 11 reviews (46%) - 3 stars: 4 reviews (17%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (4%) ### Secondary ratings - Ease of use: 4.0/5 - Value for money: 4.0/5 - Customer support: 4.0/5 - Functionality: 4.1/5 --- ### A business communication made friendly and resourceful. - Overall rating: 4/5 - Reviewer: Hiran T. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 10000+ employees - Product usage: Used other for more than 2 years - Reviewed: July 2021 - Review source details: This review was submitted organically. No incentive was offered It has a basic feature that is enough for small enterprises but more features and functions would be value-added to this product. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Private labelling of the portal can be done according to the users choice. Configuration of the portal can be done by automating the customer account management workflows which enable assistance for business processes, from onboarding to billing. The screen share feature helps the user during the meeting to project the screen to other participants. The chat section made communication friendly and resourceful with the addition of files to chat conversation. Group discussion can be done in conversation along with the group video call option. Conversations tab has separate sections for internal and clients which help the user to differentiate the conversations. A call option is available to call through the app. The user interface is simple and easy to use. #### Cons Moxtra doesn't have many features. The pricing plans need to be flexible with respect to customer requirements. Customer support needs to improve its service by optimizing the resolution and response time. --- ### Efficient, intuitive, and robust! - Overall rating: 5/5 - Reviewer: Gabi K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Moxo has been so helpful in streamlining our client communications and correspondence. We love being able to communicate with them in one designated location (vs text message, whatsapp, etc) and share files back and forth. It's nice to have workspaces for each client as well. We are so grateful for the ongoing support we receive from [sensitive content hidden] She has been invaluable in our success with the Moxo platform. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like most about Moxo is the wide variety of features, some of which we didn't even realize we wanted/needed until we saw them! I love that you can create templates to save AND customize them so much. We utilize a group workspace to keep the team updated and create tasks for ourselves/each other. We also appreciate the feature of ringing a client's app when a meeting begins. #### Cons I honestly can't think of many things that we don't like about Moxo. I know there have been a couple features that we have thought about along the way, which we have sent over as feature requests, but now I can't remember them! Overall we are very happy with it. I do wish there was a payment processing system so we could completely integrate all of our client management. #### Reasons for switching to Moxo We wanted the client portal option and Wellness Living did not offer that feature. --- ### Scam, avoid at all costs - Overall rating: 1/5 - Reviewer: Cameron M. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered I am deeply disappointed with Moxo's customer service, especially concerning payment issues and discrepancies. My experience has been frustrating from the start, as I encountered significant problems related to billing and payment processing. Despite numerous attempts to resolve these issues, the customer service team has been unhelpful and unreliable. Moxo made promises to rectify the discrepancies swiftly, yet these assurances have proven to be empty. Communication with their support representatives is often met with vague responses or delayed follow-ups, leaving me without clear resolutions or timelines. This lack of transparency and accountability is unsettling, particularly when it involves financial matters. Unfortunately, my experience isn't unique. I've discovered that many other customers have reported similar issues, which raises concerns about how widespread these problems are. It seems that Moxo's reputation for making "fake promises" is warranted, as their actions (or lack thereof) consistently fall short of their commitments. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing worth noting down about how anything good, just negative. #### Cons Customer service and scamming behaviour. #### Vendor response We’re sorry to hear about your experience and want to make sure all our customers receive the best support possible. Unfortunately, we couldn't find a record of your account in our system. If you are a customer, please reach out to us directly at customersuccess@moxo.com, and we’d be happy to look into this further. Thanks. Replied November 2024 --- ### Good platform for client work. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Once it’s set up properly, it can significantly improve how teams communicate and collaborate with clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Moxo is excellent for secure client collaboration. Having messaging, file sharing, eSignatures, and workflows all in one place makes it feel very polished and professional #### Cons The setup and onboarding can feel a bit heavy at first. There’s a learning curve when building workflows. For smaller teams, it may feel more robust (and expensive) than necessary. --- ### Using Moxo for Client Communications - Overall rating: 4/5 - Reviewer: Abby L. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our rep at Moxo was helpful in answering questions on how to best integrate within our current workflow. Overall, I liked the platform but you must be patient with client adoption. Clients will need to be gently reminded to use Moxo instead of email or text. Teams is already integrated into many of our clients' systems so it's also hard to integrate another platform into their workflow. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Moxo centralizes communication, document sharing, to-dos tracking, and required approvals in one place. It offers enterprise-grade security, which is important for public company clients. It works well for client onboarding, approvals, support tickets, etc. Moxo combines chat, video calls, screen sharing, and asynchronous messaging all in one place so clients and teams don't have to search multiple platforms for communications. We were able to white-label it for our clients. #### Cons For our clients who are less tech savvy, there was a learning curve. While I found it intuitive, some clients had to get used to using it rather than their go-to of email, Teams and text. --- ### My review about Moxo - Overall rating: 5/5 - Reviewer: Evelyn L. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 10000+ employees - Product usage: Used weekly for less than 12 months - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered Well moxo made my client communication way easier. I liked having everything in one place chat, files, video, and signatures. It felt professional and saved time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Moxo is my everyday App because it’s very easy to send message, documents signing, even video calls. Super clean and easy to use. #### Cons I don’t like the aspect that the chat history disappears after a while unless you upgrade it. That can be frustrating sometimes. --- ### Communicate Better with Moxtra - Overall rating: 4/5 - Reviewer: Brittany B. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. With our large team of construction workers, we are able to use Moxtra to effectively keep up with each job that we are working on. Being in the pool industry, we work on up to 10 jobs at a time. By being able to add pictures, files, and chat with the team, we can effectively relay everything needed with everyone without having to use multiple channels of communication #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros This software is free to use! The best feature is the fact that you can share documents and pictures along with conversation. With this software, multiple users are able to communicate from the convenience of their cell phones. #### Cons The only downside to the software is that each conversation, "Group Chat," has a 90 day window. If someone added a message from more than 90 days ago, that message is no longer able to be viewed by anyone in the group. The files remain, while the chat does not. --- ### Makes work chat easy! - Overall rating: 5/5 - Reviewer: Katelyn R. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Helpful! Definitely changed my workplace and made things easier. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros I love how not only that I can share documents to other employees but I can also screen share and show them what I'm doing and looking at. It has made a big difference at work because we don't have ate get up anymore and walk all the way to each others desks. #### Cons My coworker said it makes her computer freeze up and sometimes on mine it lags and I won't see what a coworker sent me until later. --- ### chat, communication, to dos, projects...a big tool for collaboration - Overall rating: 4/5 - Reviewer: Marcel K. - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros - you can chat with your team members or make video conference - you can make to dos and assign it to members - very much features in one software #### Cons - the docs which you uploaded is not good to handle on your smartphone in the app - for some projects, the software is too big --- ### Moxtra has great features but could use improvement - Overall rating: 3/5 - Reviewer: Katie R. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I love the concept and features of Moxtra. Maybe a newer version will fix the bugs. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 4/5 #### Pros I like the ability to share any and all file types. I also like that you can record your screen and send what you are doing. #### Cons Moxtra makes my computer run slow when I am actively using the program. There seems to be a few bugs and glitches in the system. --- Showing 1 - 10 of 24 Reviews [See All Reviews](https://www.softwareadvice.com/crm/moxo-profile/reviews/) ## Other Top Recommended Legal Case Management Software [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) **4.4** (288) Recently recommended **464** times [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** (1744) Recently recommended **385** times [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) **4.7** (529) Recently recommended **405** times [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) **4.6** (807) Recently recommended **261** times Stuck Between Options? Our experts can help you compare Moxo with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice