How to Migrate from Moxo to AgencyPro
A focused 1-2 week migration playbook for agencies leaving Moxo's horizontal client-interaction platform for an agency-built workflow with retainers, projects, and invoicing included.
Why agencies switch from Moxo
Built for enterprise verticals, not agencies
Moxo targets banks, law firms, and professional services broadly. Agencies need retainer tracking, creative approvals, and time-to-invoice workflows that Moxo does not offer natively.
Heavy workflow configuration
Moxo's workflow builder is powerful but requires significant upfront setup. AgencyPro ships with agency-tuned defaults so you can start working on day one, not week three.
No native billing or time tracking
Moxo handles secure messaging and document exchange but not invoicing or time tracking. Agencies end up paying for separate billing and PM tools. AgencyPro includes all of these.
Enterprise pricing for mid-size agencies
Moxo's pricing targets enterprise deployments. Mid-size agencies often pay for features they do not use. AgencyPro's pricing scales with agency size, not enterprise seat counts.
Migration timeline
Week 1: Audit and import
- Days 1-2: Map Moxo binders and workflows in active use
- Days 3-4: Set up AgencyPro workspace with branding
- Days 5-7: Import contacts and migrate documents
Week 2: Workflows and cutover
- Days 8-10: Rebuild high-value workflows and enable billing
- Days 11-12: Invite clients to new branded portal
- Days 13-14: Archive Moxo workspace and cancel subscription
Step-by-step migration process
- 1
Audit Moxo binders and workflows
List every active client binder. Note which workflows run inside each binder and which are actively used vs. built but abandoned. Migrate only what is in production.
- 2
Export documents and contacts
Download documents per binder in bulk. Export your contact list as CSV. Key message threads should be archived as PDFs for compliance.
- 3
Set up AgencyPro workspace
Configure AgencyPro with your custom domain, branding, team roles, and default project templates. This gets 80% of the setup done in the first day.
- 4
Import clients and rebuild binders as projects
Bulk import contacts. Each active Moxo binder becomes an AgencyPro project with tasks, files, and messages in one place.
- 5
Migrate documents to AgencyPro
Upload documents to the corresponding AgencyPro project folders. Prioritize current-project docs first, historical archives second.
- 6
Rebuild critical workflows
Identify the top 3-5 workflows that drive revenue or compliance. Rebuild those in AgencyPro using project templates, automation rules, and approval flows.
- 7
Activate billing and retainers
Enable AgencyPro invoicing, retainer plans, and time tracking. This replaces the separate billing tools that Moxo customers typically bolt on.
- 8
Invite clients and cut over
Send branded portal invitations with a short onboarding message. Run Moxo in parallel for one week to catch any edge cases, then cancel.
What data you can migrate
Common migration challenges
Challenge: Workflow rebuild scope
Moxo workflows can be elaborate. Solution: only rebuild the workflows actively in use during the last 90 days. Archive or retire the rest, they rarely add value in the new platform.
Challenge: Compliance and audit trails
Regulated agencies rely on Moxo's audit logs. Solution: export Moxo audit logs for historical compliance and verify that AgencyPro's activity log meets the same requirements going forward.
Challenge: Client communication history
Message threads don't transfer. Solution: export key threads as PDFs and attach them to the relevant AgencyPro project as historical records. New messages start fresh in AgencyPro.
Post-migration checklist
- All active clients imported with updated contact details
- Binders converted into AgencyPro projects with correct permissions
- Documents uploaded and accessible in the right folders
- Critical workflows rebuilt and tested end-to-end
- Billing and retainers configured and verified
- Clients have accepted portal invitations
- Audit log configuration confirmed for compliance requirements
- Moxo subscription cancelled after one parallel week
Frequently asked questions
How long does it take to migrate from Moxo to AgencyPro?
Most agencies complete the switch in 1-2 weeks. The longest phase is rebuilding Moxo workflows inside AgencyPro. Simple setups with just client chat and document sharing migrate in 5-7 business days.
Can I export my data from Moxo?
Moxo supports document export per binder and contact CSV export. Workflow automation templates and message history do not export directly, so plan to rebuild critical workflows and archive chat logs for reference.
Why switch from Moxo to AgencyPro?
Moxo is a horizontal client-interaction platform used by banks, law firms, and agencies. AgencyPro is built for agencies: retainer billing, time-to-invoice, project management, and client approvals work out of the box without custom workflow setup.
Will Moxo chat history come over?
Moxo message threads do not migrate directly into AgencyPro. Export key conversations as PDF archives for compliance and record-keeping. New messages continue in AgencyPro's portal messaging.
What about Moxo mobile apps?
AgencyPro has responsive web access plus native mobile support. Clients and team members can log in on any device. No separate app downloads required during the transition.
Move to an agency-first platform
Book a demo and we will map your Moxo binders into AgencyPro projects, including retainers, invoicing, and client approvals, in under 30 minutes.