A complete tool, with no IT department.
Add your first client in a few clicks, create your first request, start collecting. Law 25 compliance is on by default, from your very first login.
Active folder
Client folder · Your first client
Client identity documents
Received 5 min ago
Contracts and agreements
Received 1 h ago
Invoices
Received yesterday
Client correspondence
Received 2 d ago
Notes and preferences
0%Final deliverables
No reply for 5 d
Built for solo operators and small teams.
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.
No IT setup
Add your first client in a few clicks, create your first request, and start collecting. Law 25 compliance is on by default, from your very first login.
Everything you need to get started, ready when you open it.
Ready in minutes
No installation, no IT department.
Client portal in your brand
Single-use code, no account to create.
Documents and information encrypted
Passwords, cards and free-form notes protected as they are entered.
Law 25 by default
Privacy officer, registers and rights requests, all handled.
Electronic signatures included
Unlimited, verified by unique code, no DocuSign.
Contacts and notes on one screen
Assigned owner, tags, notes and deadlines for each client.
Configurable retention
Set periods by document type, with alerts before the deadline.
Hosted in Quebec
Encryption in transit and at rest, plus an access log.
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