Moxo

Start faster by turning your onboarding checklist into a living workflow. In Moxo, you open a new workspace, choose a starter blueprint, and tailor the steps to match your process. Add an intake form, document requests, tasks with owners, due dates, and conditional rules that branch based on answers. Drop in approval gates and acknowledgments where sign-off is required, and connect e-signature through your preferred provider. Set reminders and SLA timers so nothing stalls. When ready, publish and share a secure link with your customer, vendor, or partner; they see only what’s relevant to them, complete forms, upload files, and track status without chasing emails. Every action is captured on a single timeline, so your team can review progress at a glance and step in when exceptions occur.

Run day-to-day collaboration from one place instead of juggling inbox threads and scattered folders. Create task queues for your implementation team, auto-assign items by role, and use quick comments or secure messages to clarify requirements. Request or push files directly, with version history kept in the record. Route approvals to the right people—legal, finance, or compliance—using rules that check amount thresholds or region. If a step depends on third-party data, wire it up via integrations to update fields automatically. Mobile participants get notified to take action, snap a photo of a document, or confirm receipt in seconds. With persona-based views, clients see a clean checklist, while internal staff access full context, private notes, and escalations. more