Documents and information, in a single link.
Choose what you want to receive: identity documents, contracts, proof of insurance, answers to your questions. Your client uploads it all through a secure link, without creating an account. And the reminders go out on their own until everything is in.
Never write the same request twice again.
Request templates
Build reusable templates by type of client or folder. Tax return, opening a folder, renewal. Everything is ready.
Automatic reminders
Client still has not uploaded their documents? Meo sends the reminders on the schedule you choose, hands off.
Real-time tracking
See at a glance which documents have arrived, which are missing, and where each request stands.
One request, one link, and the rest happens on its own.
You put together the list of documents you need (from a template or from scratch) and you send the link. Your client uploads, you are notified, and the files land filed in the contact's folder.
- Document list customizable for each request
- Files linked to the contact automatically
- Notification as soon as a file arrives
See where every request stands, without reopening your inbox.
The status of every request is visible on your dashboard: files received, pending, out for signature. Reminders go out automatically before and after the due date.
- Dashboard with colour-coded statuses and filters
- Reminders before and after the due date
- Full history by request and by client