Case Study: Adaptive Law Firm (Washington-based law firm) achieves streamlined, secure client collaboration and practice management with Moxo

Washington-based law firm offers clients a streamlined legal service experience through Moxo

Adaptive Law Firm, a Washington-based firm specializing in estate planning, business planning, and trust administration, faced fragmented and sometimes insecure client communications (largely email) and needed to streamline case workflows and account management. To modernize client engagement and improve collaboration, they launched the Adaptive Law Firm App powered by Moxo as a OneStop Client Interaction Hub.

Using Moxo, Adaptive consolidated instant messaging, e-signature, video conferencing, file sharing and workflow management into a private, secure portal that enables quick, consistent engagement between attorneys and clients. The Moxo-powered hub reduced reliance on disconnected emails, sped up client interactions, and let the team manage cases and accounts virtually—freeing staff to focus more on substantive legal work.

Adaptive Law Firm

Hollie Del Vecchio

Owner & Attorney