Moebius Software: Law Firm Operations software
Delivering Efficiency to Professional Services Providers
Moebius Software is an integrated business management software suite for professional services providers. It combines corporate, case, document, billing and compliance tools in one system. It is aimed at administration service providers, legal practices, audit and accounting practices, small to medium enterprises and financial services firms. It can be deployed in-house, on a secure off-site server, or as a cloud or web-based system.
Product
Moebius Software
Use cases
Last updated
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What Moebius Software does
Moebius bundles business management modules into a single system. These include corporate management, AML, KYC and compliance management, document management, legal case management, billing, time and financial management, contact management and professional services management. Modules can be added as needed, and the vendor describes the product as customisable so firms can fit it to their own requirements. Access is controlled by the system, so teams can view and manage only what they are permitted to, down to individual fields. The vendor offers an Open API architecture and connects with Microsoft Office and Outlook, banks, accounting tools, MemberCheck, LexisNexis and ShuftiPro. For legal practices, the vendor says the product covers case details through to time management and financial reporting. Testimonials from several professional services firms mention faster document storage and retrieval, search inside documents, and rule-based risk analysis tools that support regulatory obligations. Sales lead management and human resources are also listed as modules. The product can be deployed in-house, hosted on a secure off-site server, or used as a cloud or web-based system.
What it does
Moebius Software core capabilities
Corporate Management
Corporate administration tools with regulatory compliance support.
AML, KYC and Compliance Management
Compliance management for anti-money laundering and know-your-customer checks.
Document Management
Stores vital data and documents in one searchable resource.
Legal Case Management
Case details through to time management and financial reporting.
Billing, Time and Financial Management
Time management and financial reporting in one module.
Contact Management
Links clients, organisations, people, calendar and cases.
Professional Services Management
Management tools for professional services businesses.
Security
User access control across modules, applications and data.
Integrations/plugins
Connects to Microsoft Office, Outlook and specialist systems.
Technical specifications
- Deployment: in-house, secure off-site server, cloud or web-based
- Integrations: Microsoft Office, Outlook, banks, accounting tools
- Integrations: MemberCheck, LexisNexis, ShuftiPro
- Open API architecture
Case studies
No case studies yet
Moebius Software doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Moebius Software security at a glance
Security certifications
Named enterprise customers
Pricing details
Moebius Software pricing
Starting price
Pricing model
Free version
Product videos & screenshots
See Moebius Software in action
Product interface
Moebius Software Interface
Comparisons
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Transparency
Moebius Software sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about Moebius Software
The source positions Moebius for administration service providers, legal practices, audit and accounting practices, small to medium enterprises and financial services. Each industry has its own page describing relevant features. For legal practices, the vendor says the product covers case details, time management and financial reporting, helping firms stay organised and ahead of deadlines.
Moebius can be deployed in-house, hosted on a secure off-site server, or used as a cloud or web-based system. The vendor describes it as scalable to grow with a business, with modules that can be added as needed. Flexibility and customisation are said to help achieve the best fit for each business.
Moebius integrates with Microsoft Office and Outlook, and with specialist systems including banks, accounting tools, MemberCheck for background checks, LexisNexis, and ShuftiPro for ID verification. It also provides an Open API architecture to support other integrations.
System security manages user access to modules, applications and data. Access can be set so teams can view and manage only what they need, even down to field-specific control. The vendor describes its security as sophisticated and says protecting data and documents is its top priority.
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