Your clients. Their documents. Your peace of mind.

A single tool for your contacts, your documents and your signatures. Each document then erases itself when its time is up, so you keep only what you need.

Hosted in Montreal Law 25 compliance built in Signatures included Ready in 5 min
app.documeo.ca

Good afternoon Marie-Claude

To handle now

10 pending
2 portal uploads to review
Marie Bouchard, Catherine Lavoie
New
3 requests awaiting follow-up
Jean Pelletier, Sophie Gagnon, +1 more
12 d
2 Law 25 requests pending
Access, rectification or withdrawal
To do
3 documents expire in 30 days
Driver's licence, certificate of location
5 d

Recent documents

View all
Bouchard deed of sale.pdf
passport-bouchard.jpg
bank-statement.png
Marie Bouchard uploaded 2 documents
just now · consent captured

Built for Quebec service businesses

Notaries CPA accountants Lawyers Real estate brokers Dealerships Agencies
Everything in one tool

Three things that used to take three separate programs.

Click a pillar to see how Meo covers it. All on one platform, with the same contact and the same audit log.

Every piece of client context in one place.

Each contact has a record: assigned owner, tags, internal notes with due dates, encrypted information and all of their documents. Your client data stops being scattered across a spreadsheet, an inbox and a network folder.

  • Assigned owner + colour-coded tags on each contact
  • Internal notes (due date, assignee, reminders)
  • Encrypted information (cards, PINs, passwords)
  • Bulk CSV/Excel import - up to 5,000 contacts
MB
Marie Bouchard
marie.bouchard@gmail.com
Active
Confirm the certificate of location is available before signing.
Tomorrow · 2 PM
Phone514-555-0142
SIN••• ••• •••Encrypted
Reduce your exposure

The less you keep, the less you are exposed.

Every document kept past its usefulness is one more liability, one more surface to protect, to report after an incident, to defend. Meo automatically deletes what has served its time. You set the rules, Meo applies them.

client_passport.pdf
Uploaded on March 14, 2025
Passport
Retention 1 year
Space Auto-delete on
Deletion in 7 days
Expiry Trash 30 d Deleted
  • One retention period per document type

    Every document type carries its own retention period. Any file uploaded under that type inherits it automatically, and it stays editable by hand.

  • Automatic deletion, space by space

    Switch automatic deletion on for the spaces you choose. It is a tool you control, not a constraint imposed on you.

  • 30 days in the trash

    At its expiry date, the file moves to the trash for 30 days (recoverable) before permanent deletion.

  • Nothing slips by unnoticed

    Reminders 30 and 7 days before the expiry date, and every deletion is recorded in the audit log.

What sets us apart

Other tools treat Law 25 as optional.
Meo built it into the foundation.

Plenty of tools handle your files and your signatures. Very few capture consent on every request, apply your retention schedule, and keep the trail ready for an audit. Meo does all three without you having to think about it.

A generic management tool

You cobble compliance on top.

The tool was built for sales or for storage. Law 25 compliance is left to your interpretation. You keep records in a spreadsheet on the side, hope your clients consented, and handle deletion by hand, whenever you remember to.

  • No consent notice built into requests
  • No handling of retention periods
  • No public portal for withdrawing consent
  • Your clients have no idea what happens to their data
Meo

Law 25 is stitched into every step.

Consent is captured at the moment of the request. Retention is calculated by document type. Documents erase themselves when their time is up. Your clients can withdraw their consent themselves, from the public portal.

  • Built-in consent notice and retention notice
  • Retention schedule by document type, plus reminders
  • Public portal where clients see and withdraw their consent
  • Audit log ready for an inspection

Consent captured on every request

A Law 25 consent notice is built into the request form. You have nothing to write.

Retention notice displayed

Your clients know how long their information will be kept - automatically, by document type.

Automatic deletion at expiry

The document erases itself, 30 days in the trash, recoverable, then permanently. Reminders warn you beforehand.

Public compliance portal

Your clients see your compliance publicly, can withdraw their consent, request their file - without calling you.

In Quebec

Law 25 provides for penalties of up to $25M, and deadlines that are very real.

See where you stand in 3 minutes, no account required.

Take the assessment
The details that change everything day to day

Six concrete reasons our clients stay.

Contact management

You know where every file stands, without having to ask.

Owner, tags, internal notes with a due date and an assignee. The contact record holds all the context, so you are not chasing three tools. Encrypted information under controlled access, and every document - all of it time-stamped and logged.

  • Assigned owner + colour-coded tags on each contact
  • Internal notes with a due date, assigned to a member, reminded automatically
  • Encrypted information (cards, PINs, passwords) - every read logged
  • Bulk CSV/Excel import, up to 5,000 contacts at a time
Contacts
248 contacts
Contact
Contact info
Requests
Status
Documents
Last activity
MB Marie Bouchard
marie.bouchard@gmail.com 418 555 0142
3
All complete
14
2 days ago
JP Jean Pelletier
jean.pelletier@hotmail.com 514 555 0287
5
2 active
21
6 hours ago
CL Catherine Lavoie
c.lavoie@videotron.ca 418 555 0399
2
1 active
7
1 day ago
PT Pierre Tremblay
ptremblay@outlook.com 581 555 0118
0
No requests
0
Just now
SG Sophie Gagnon
sophie.gagnon@gmail.com 450 555 0461
4
All complete
18
5 days ago
Document collection

Reminders go out on their own when a client falls behind.

Create a request from a template (mortgage file, estate settlement, tax file...) and send it. Your clients get a secure link, upload their files, and you are notified. Reminders keep their own pace without you thinking about it.

  • Request templates by type of mandate
  • Up to 2 automatic reminders when a client is slow, then manual follow-up
  • Live tracking: files received, pending, out for signature
  • Every file linked automatically to the contact
CL
Tax verification
Catherine Lavoie · no reply for 6 days
2 / 2 auto reminders
Request sent to Catherine
6d ago
Automatic reminder Auto
Email Delivered
3d ago
Automatic reminder Auto
Email SMS Delivered
today
Limit reached · follow up yourself if needed Remind
Client experience

No password to remember. No account to create.

You share a link, an email or an SMS - your client picks. They reach a portal carrying your branding, upload their files, sign if needed. The page shows your name and your logo. Older or less technical clients get through it on their own.

  • Share by link, email or SMS - your choice
  • Authentication by unique code - no password
  • Your organization's name and logo
  • Mobile upload straight from the camera
14:32
1 2 3
Tremblay Notaires
Encrypted, secure connection
Step 1: Access code
Enter the code you received by email
It is usually 8 characters long.
Access code
TRBL2024
Electronic signature

Get documents signed without switching tools. Without paying DocuSign.

Signatures are built into the request flow. Your client clicks the field, signs, and it is done. The signer's identity is verified by unique code. The time stamp and the proof are kept in the audit log - ready for court if it ever comes to that.

  • Unlimited signatures on every plan
  • Signer verification by unique code (email or SMS)
  • Proof of identity and time stamp kept in the audit log
  • Several signers on the same document
deed-of-sale-bouchard.pdf 3 / 4
Deed of sale
Lots 2 524 632 and 2 524 633 · Quebec registration division
Seller 9876-5432 Québec inc. Buyer Marie Bouchard Sale price $485,000
Buyer's signature
Marie Bouchard
Identity verified 15:42:17 EDT
Consent and retention

Law 25 compliance without thinking about it.

Meo captures consent on every request, shows your clients the retention notice and applies your retention schedule by document type. At the expiry date, documents erase themselves, first to the trash for 30 days, recoverable, then permanently. Your clients can even withdraw their consent from the public portal.

  • Built-in consent messages and retention notices
  • Retention schedule configurable by document type
  • Automatic deletion at the expiry date, with reminders beforehand
  • Consent withdrawal and deletion requests from the public portal
Consent required
I consent to the collection of the documents required for the request submitted by Tremblay Notaires.
Purpose of the collection: mortgage mandate for Marie Bouchard.
This information is collected electronically through the secure Meo portal.
Documents requested
Signed deed of sale 10 years
Certificate of location 10 years
Proof of home insurance 3 years
Consent recorded
Compliance portal

Your six Law 25 obligations on a single screen.

For the first time, you see your compliance as a score, obligation by obligation. AI reviews your existing privacy policy and suggests corrections. The registers (vendors, incidents, rights requests) are guided step by step. The public portal publishes in one click.

  • AI review of your policy - suggested corrections
  • Guided registers: vendors, incidents, access rights
  • Public portal you can switch on - your clients see your score
  • Compliance managed at the organization level or space by space
Law 25 compliance
Manage your compliance day to day.
85
out of 100
Compliant
23 of 27 subtasks completed.
4 completed 2 in progress 0 to do
Vendors
4 / 4 complete
Incidents
2 / 3 complete
Requests
1 / 2 complete
Incident management
Notification protocol and register of confidentiality incidents.
2 / 3
Requests and rights
Register of access, correction, withdrawal and portability requests.
1 / 2
Completed (4)
3 tools or 1?

Meo replaces the stack you already pay for.

Right now you are probably juggling Excel for contacts, Dropbox or Google Drive for documents, DocuSign for signatures, and hoping you are compliant with Law 25. Here is what Meo does in their place.

Excel
Dropbox
Google Drive
DocuSign
Meo
Capability
The usual stack
Meo All-in-one
Contacts with an owner, tags and notes
A spreadsheet with no automation
Unified record + filters + assignment
Structured requests + automatic reminders
Emails with attachments
Templates + automatic reminders
Client portal with no account to create
Dropbox account required
Link, email or SMS - no password
Electronic signatures included (unlimited)
Separate DocuSign subscription
Included, unlimited, verified by code
Law 25 consent captured automatically
Missing, or patched together by hand
Built into every request
Retention by document type
None, everything stays indefinitely
Applied automatically on upload, editable
Automatic deletion at expiry
Manual, if someone remembers
Enable it per space, less data to lose
Public compliance portal
None
Enable it - your clients see your score
Hosting in Quebec
Servers in the United States
Montreal data centre
SHA-256 fingerprint on every file
No integrity check
Computed on every upload
Trust is earned in the technical details

Built on security first, not on aesthetics.

Your primary data lives in Quebec. Every file carries a cryptographic fingerprint. Every action is logged. Your organization's structure (org, spaces, contacts) is isolated by default.

Quebec hosting

Database, files and backups in the AWS Montreal data centre. No transfer outside the jurisdiction.

region: ca-central-1

SHA-256 fingerprint

Every file receives a fingerprint on upload. Any alteration is immediately detectable.

fingerprint: e3b0c44...

Full audit log

Uploads, shares, edits, deletions, portal access: all of it is recorded and exportable.

audit: active

Isolated org + spaces

The organization sits on top. Each space has its own users, contacts, documents and compliance.

isolation: strict
Three ways to use it

Receive. Share. Retain.

Your documents do not only travel between you and your clients. Meo covers all three directions of the document flow inside your organization.

Receive documents

Structured requests and signatures. Your clients upload their files through a shareable link, an email or an SMS. You watch progress live. Reminders go out on their own. Every file stays tied to the contact.

Link Upload Signature Archive

Share with a client

You create documents for them: bookings, contracts, plans, quotes. You put them in the same folder as what they sent you, then share read-only or with editing.

Folder Client

Your internal documents

Not just client documents. Meo also works as a shared team folder for your templates, your procedures, your internal policies. With the same encryption and the same Quebec hosting.

Team · Private space
Pricing and plans

Simple, transparent pricing

Choose the plan that fits what you do. No hidden fees.

MonthlyAnnual
Solo
Solo practitioner, up and running in minutes
$35
per month
  • Included in Solo:
  • Unlimited requests and signatures
  • A branded client portal, no account needed
  • Full Law 25 compliance (6 obligations)
  • One-click anonymization + audit log
Free trial
Popular
Équipe
Centralized compliance, files partitioned by space
$89
per month
  • Everything in Solo, plus:
  • Unlimited users
  • 10 partitioned spaces
  • Roles and permissions per space
  • Organization templates pushed everywhere
Free trial
Entreprise
Multi-space, branding, governance
$249
per month
  • Everything in Équipe, plus:
  • 20 spaces, 200 GB
  • Multi-space operations dashboardSoon
  • Emails through your own serversSoon
  • Priority support
Free trial
Sur mesure
Single sign-on, API, governance and dedicated support
Contact us
custom billing
 
  • Everything in Entreprise, plus:
  • Unlimited spaces
  • SSO (SAML / OIDC) + integration APISoon
  • Custom domain and sender
  • Data processing agreement + service guarantees
  • Dedicated success manager
Contact us
Soonon the roadmap
Calculator

Your plan, in 30 seconds.

Three questions about your business. One recommendation, no commitment.

1 person = the Solo plan. From 2 people up, every plan includes unlimited users.

1
130+

So we can estimate your yearly storage

Files received, sent or uploaded each month

50
102,000+

One per office, department or file type. Solo includes 1, Équipe up to 10, Entreprise up to 20.

1
120+

Included in every plan

Unlimited requests and signatures
A branded client portal, no account needed
Full Law 25 compliance (6 obligations)

Our recommendation

Solo plan

MonthlyAnnual-20%
$35/month

This plan covers everything you need.

Start your free trial

30-day trial. No credit card.

Estimate based on typical documents. Your actual needs may vary.

Frequently asked questions

Everything you should know before you start.

How long does it take to get started?
About 5 minutes on average to create your account, upload your logo and send your first request. Bulk importing your existing contacts then takes 2 to 10 minutes depending on the size of your list.
Is my data really in Quebec?
Yes. All of your primary data (database, files, backups) sits in the AWS Montreal data centre (ca-central-1). Meo keeps only what you put there, nothing more.
How does automatic document deletion work?
Every document type carries a retention period. When a file is uploaded under that type, it inherits the period automatically, and you can adjust it by hand if you need to. If you turn on automatic deletion for a space, documents that reach their expiry date go on their own. You set the rules, Meo applies them.
Can a deleted document be recovered?
Yes, for 30 days. At its expiry date, a file is not erased on the spot: it first moves to the trash, where it stays recoverable for 30 days. After that, deletion becomes permanent. Every step is recorded in the audit log.
Does Meo delete my documents without my consent?
No. Automatic deletion is a tool you switch on, space by space, not a constraint imposed on you. As long as you leave it off, nothing is erased by itself. And before every expiry date, reminders warn you so you have time to step in.
How do you share a folder with a client?
Three options. You can generate a shareable link and send it through the channel of your choice (email, direct message, copy and paste), or let Meo send an email or an SMS to your client. In every case, access works through a unique code - no password.
How many reminders does Meo send my clients?
Two automatic reminders at most, and only if the client is slow to upload their documents. Once those have gone out, it is up to you to follow up manually if you want to. Your clients never get a flood of email.
Can I use Meo for internal documents, with no clients involved?
Yes. Meo also works as a shared team folder for your templates, your internal procedures and your policies. Internal documents get the same Quebec hosting, the same encryption and the same audit log as client folders.
Does Meo replace my CRM?
For most Quebec service businesses, yes. Meo covers contact management (owner, tags, internal notes, encrypted information), document exchange, signatures and Law 25 compliance. If you run advanced marketing automation (drip campaigns, lead scoring), a specialized tool can sit alongside Meo. For day-to-day client work, Meo is enough.
What if my client loses the access email?
You can resend the access link in one click from the contact record, or switch to sending it by SMS. Since there is no password to remember, your client has nothing to recover - only a new unique code to request.
Can I try Meo without a credit card?
Yes. The 30-day free trial asks for no payment method. At the end, you pick your tier. If you provide no payment, your account switches to read-only mode - you lose no data.
Will emails go out under my own branding?
Yes, on every plan. The email your clients receive carries your business name as the sender and your logo in the body of the message. No DNS configuration is required. On the Entreprise tier, you will soon be able to send through your own servers (custom SMTP).

Centralize your client relationships in minutes.

30-day free trial. No credit card. Your data stays in Quebec.

30-day trial No card required Setup in 5 min