Your clients upload their documents with no account to create.
A secure link, a single-use code by email or text, and it is done. No password to remember. Even the clients least comfortable with technology get it right the first time.
Three points of friction removed from the client flow.
No account required
A secure link and a single-use code by email or text. Your client uploads their documents in seconds, without creating anything.
Branded as your own
Your logo, your colours, your name. Your clients see your organization, not a generic tool.
Built for mobile
The portal works perfectly on a phone. Your clients upload their documents from anywhere.
Link, code, access. No account to create.
Your client receives a personal link. They enter the single-use code sent by email or text, and they reach their folder. No sign-up, no app to download.
- Share by link, email or text
- No password for your clients to remember
- Older clients, and those less comfortable with technology, get it right the first time
The portal carries your name. Not ours.
Your logo in the header. Your colours on the buttons. Your name in the invitation email. Your clients never see the word Meo. Your organization is what they remember.
- Customizable logo, name and primary colour
- Emails sent under your own sender name
- Custom domain available on the Sur mesure plan
