meo is built for service firms that spend too much time chasing clients for paperwork. In one request, you ask for documents, information, statements to accept and electronic signatures. You can also hand out documents for your clients to download.
Your clients open a secure link and verify their access with a code sent by email or SMS. There is no account to create. They respond in French or in English, from the same portal.
You choose how often reminders go out, how many, and when they stop. meo sends them for you. A requests list shows what is complete, what is missing and what is late, so you stop searching your inbox.
Every client has a folder in your team's drive. Spaces keep each team's contacts and documents separate. Consent, activity and retention periods are recorded in one place.
meo is hosted in Montréal, Canada, and its security is independently audited (SOC 2 Type II).
