Autonomous teams, no silos.
Each office has its own space, each member has a role. Access is traceable, folders never get lost between teams, and handing a file to a colleague takes seconds.
Active folder
Client folder · Montreal office
Client identity documents
Received 5 min ago
Contracts and agreements
Received 1 h ago
Invoices
Received yesterday
Client correspondence
Received 2 d ago
Internal team notes
0%Final deliverables
No reply for 5 d
Built for teams that are growing.
A client portal in your brand
One link, one code by email or text message, and your client uploads. No account, no password, no app to install. Hosted in Quebec.
Not just documents
Ask for exactly what you need: documents, passwords, card numbers, free-form notes. Documents and sensitive information are encrypted the moment they are entered.
Autonomous teams, no silos
Each office has its own space, each member has a role. Access is traceable, folders never get lost between teams, and handing a file to a colleague takes seconds.
Everything a multi-office team needs to work without silos.
Multiple spaces
One per office, team or branch.
Roles and permissions per space
Owner, admin, editor, viewer.
Law 25 compliance your way
Centralized or per space, to match your structure.
Global access log
Every open and every upload, visible across the whole company.
Client portal per space
Each office gets its own portal, in your brand.
Unlimited electronic signatures
Included on every tier, verified by unique code.
Contacts per space
Assigned owner, tags and internal notes for each client.
Help getting set up
One point of contact to structure your spaces cleanly.
Synchronized redundant copies
Several copies continuously in sync, in our Quebec data centres.
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