# Moxo Software Reviews, Demo & Pricing - 2026 > Review of Moxo Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/moxo-profile --- [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 2026: Benefits, Features & Pricing 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’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. 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 [(15410)](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 [(13597)](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](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6067)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.46Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Trello](https://www.softwareadvice.com/project-management/trello-profile/) 4.5 [(23551)](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 [(4597)](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? 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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 Feedback 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 Business 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 Overall Rating 4.0 Ratings Breakdown 5 33% 4 46% 3 17% 2 0% 1 4% Secondary Ratings Ease of Use 4.0 Value for money 4.0 Customer support 4.0 Functionality 4.1 Hiran T. Verified reviewer Oil & Energy 10000+ employees Used other for more than 2 years Review source Reviewed July 2021 A business communication made friendly and resourceful. 4 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 3 Ease of use 3 Value for money 3 Customer support 4 Functionality 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. Read More GK Gabi K. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for less than 12 months Reviewed July 2024 Efficient, intuitive, and robust! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More CM Cameron M. Verified reviewer Marketing and Advertising 2-10 employees Used weekly for less than 6 months Review source Reviewed October 2024 Scam, avoid at all costs 1 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 1 Ease of use 1 Value for money 1 Customer support 1 Functionality 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 Read More VR Verified Reviewer Apparel & Fashion 2-10 employees Used monthly for more than 2 years Review source Reviewed December 2025 Good platform for client work. 4 Once it’s set up properly, it can significantly improve how teams communicate and collaborate with clients. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 5 Functionality 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. Read More AL Abby L. Verified reviewer Marketing and Advertising 11-50 employees Used daily for less than 12 months Review source Reviewed April 2025 Using Moxo for Client Communications 4 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 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More EL Evelyn L. Verified reviewer Hospital & Health Care 10000+ employees Used weekly for less than 12 months Review source Reviewed June 2025 My review about Moxo 5 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 5 Ease of use 5 Value for money 4 Customer support 5 Functionality 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. Read More Brittany B. Verified reviewer Construction 11-50 employees Used daily for more than 2 years Review source Reviewed September 2019 Communicate Better with Moxtra 4 Previously 5 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 5 Ease of use 5 Value for money 2 Customer support Previously 3 3 Functionality Previously 4 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. Read More Katelyn R. Verified reviewer Entertainment 2-10 employees Used daily for less than 6 months Review source Reviewed September 2019 Makes work chat easy! 5 Helpful! Definitely changed my workplace and made things easier. Ratings Breakdown 5 Ease of use 5 Functionality 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. Read More MK Marcel K. Verified reviewer Used daily for less than 2 years Review source Reviewed April 2018 chat, communication, to dos, projects...a big tool for collaboration 4 Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 5 Functionality 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 Read More Katie R. Verified reviewer Entertainment 2-10 employees Used daily for less than 6 months Review source Reviewed October 2019 Moxtra has great features but could use improvement 3 Overall I love the concept and features of Moxtra. Maybe a newer version will fix the bugs. Ratings Breakdown 2 Ease of use 4 Functionality 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. Read More Showing 1 - 10 of 24 Reviews [See All Reviews](https://www.softwareadvice.com/crm/moxo-profile/reviews/) ## Other Top Recommended Legal Case Management Software [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** (1738) Recently recommended **357** times [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) **4.7** (528) Recently recommended **343** times [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) **4.4** (286) Recently recommended **289** times [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) **4.6** (805) Recently recommended **228** 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