September 23, 2023
Moxo and Filevine Accomplice to Streamline Consumer Service Interactions within the Authorized Trade

Moxo’s Buyer Interplay Hub to be built-in inside Filevine’s Authorized Case Administration Resolution

CUPERTINO, Calif., Jan. 24, 2023 /PRNewswire/ — Moxo, the {industry}’s main shopper interplay workflow resolution, as we speak introduced a partnership with Filevine, the main authorized work platform, to supply enhanced buyer expertise by streamlined interactions and authorized case administration for legislation companies and their purchasers.

The combination of Moxo’s Buyer Interplay Hub with Filevine’s authorized case administration platform will modernize the authorized shopper service journey by connecting entrance workplace shopper interplay to again workplace case administration. By means of the combination, legislation companies that associate with each Moxo and Filevine will now be capable to set up preliminary initiatives for each shopper case they’re managing by Filevine. Legislation companies’ purchasers will then obtain entry to Moxo’s Buyer Interplay Hub to streamline all interactions all through the case journey – from onboarding to case completion. With Moxo, legislation companies have the power to take purchasers by a structured interplay workflow, change messaging, obtain paperwork, interact in case discussions and extra, multi function safe, centralized spot. All communication and documentation can even be tracked in Filevine to streamline compliance and simplify the general shopper expertise.

“Filevine is relentlessly targeted on making authorized professionals as environment friendly and efficient as attainable of their work. That is core to our mission,” stated Erik Bermudez, VP Strategic Partnerships at Filevine. “In a world of accelerating shopper calls for and distractions, the combination between Filevine and Moxo permits authorized professionals to deal with what issues most of their authorized work by enabling seamless and streamlined interactions with their purchasers by digital automation. We’re enthusiastic about this integration and partnership with Moxo, and look ahead to enhancing the expertise of our mutual prospects.”

From the primary inquiry a legislation agency receives from a shopper, to a ultimate case resolution, there are a mess of contact factors between purchasers and legal professionals to debate paperwork, maintain session conferences, present case steerage, obtain shopper approvals and signatures, share case progress, and extra. Usually, these interactions are extremely disjointed throughout e mail, telephone, in-person visits and textual content messages. By connecting Moxo’s enterprise service platform with Filevine’s again workplace case administration resolution, legislation companies have the power to completely model and private-label Moxo’s Buyer Interplay Hub to function their digital entrance workplace when working with purchasers.

“We could not be extra enthusiastic about Moxo and Filevine’s integration to supply legislation companies with an end-to-end resolution that allows authorized professionals to deal with serving purchasers fairly than getting caught within the chaos of managing handbook information entry and speaking inside fragmented channels,” stated Subrah Iyar, Co-founder and CEO at Moxo. “We knew Filevine was the proper firm for Moxo’s first partnership within the authorized {industry}, and we’re proud to supply our shared purchasers with a aggressive benefit by making certain the supply of industry-leading shopper interactions.”

Collectively, Moxo and Filevine will present quick advantages to authorized companies together with elevated operational effectivity in shopper onboarding and servicing, distinctive white-glove shopper service experiences, and full administration oversight of case interactions that encompasses full visibility of all shopper exercise associated to a authorized case.

To study extra about Moxo, go to To study extra about Finevine, go to

About Moxo

Modernize your shopper interplay administration with Moxo

Right this moment’s shopper engagement actions are caught within the chaos of fragmented silos — requiring important handbook intervention. Moxo supplies a Consumer Interplay Hub for delivering streamlined OneStop service experiences and managing shopper interactions by fashionable digital automation. Companies can streamline deadline-driven shopper interactions, together with account onboarding, account servicing, and exception dealing with.

Moxo powers shopper interplay workflows throughout a various set of industries together with monetary providers, consulting, authorized, accounting, healthcare, and extra. Our prospects embrace corporations like Citibank, FIS, Commonplace Chartered, BNP Paribas, and extra.

Our crew has a wealthy historical past of pioneering within the engagement house: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering administration positions at Cisco Methods and WebEx. To study extra, go to and observe the corporate on LinkedIn, Twitter and Instagram.

About Filevine
Filevine is altering the way in which authorized work will get accomplished for legislation practitioners and their purchasers. Because the main authorized work platform, Filevine is devoted to empowering all organizations with instruments to simplify and elevate advanced, high-stakes authorized work. Powering every thing from doc administration and shopper communication to contract lifecycle administration and enterprise analytics, over 25,000 authorized professionals use Filevine each day to ship excellence in each contract, deadline, and outcome. Filevine is the highest authorized software program firm on the Inc. 5000 record, has been named one of many Utah Enterprise Quick 50, and is among the many prime 50 fastest-growing privately-owned software program corporations based on the 2021 Inc. 5000 record.

Katie Butler
[email protected]
(614) 507-5512


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