Solution
Communicate with context. Get the job done... with a smile.
Share your files with complete ease, customize privacy settings for every send, and combine file requests, signatures, and explanatory notes all in one place.
Combined & continuous communication
Stop juggling multiple communication tools for a single client file. Convoflo centralizes all your exchanges while seamlessly matching your pace—from a quick 2-second file transfer to a structured message guiding a complex process.
Encrypted file sharing and full traceability
Share your large files under bank-grade encryption and strict access control. Every file view, download, or edit automatically logs a timestamped, tamper-proof entry in your activity audit trail—fully compliant with your industry's strictest security standards.
Say goodbye to manual follow-ups
Automate client document collection and turn the file-chasing nightmare into a 100% automated, structured, and secure process. Set up dynamic checklists with automated reminders to guide clients through required uploads effortlessly.
Get documents signed right where you communicate
Embed e-signature requests directly inside your discussion threads without redirecting clients to external platforms. Eliminate expensive third-party tools and approve contracts effortlessly—without ever breaking the flow of your client conversations.
No more back-and-forth: simplify data collection
Collect client data directly within your secure discussion threads using interactive PDF forms. Keep your proven templates or create custom online questionnaires to eliminate manual entry errors and end endless email back-and-forth for good.
Protect the value of your work
Accelerate fee collection right inside your client conversations and collect payment without manual follow-ups. Restrict access or downloads for final deliverables—like financial statements, tax returns, or legal contracts—until the associated invoice is settled.
No More Confusion
Contextual notes: a powerful feature by Convoflo
An instant file transfer when you're in a rush. An explanatory note when the client file demands it.
Sending a secure file on Convoflo takes a fraction of a second. But for complex dispatches that typically trigger endless email threads and clarification phone calls, Convoflo lets you attach an explanatory contextual note linked directly to the required action.
Say goodbye to confusing messages like "What is this PDF for?" or "Where do I sign?". Your clients instantly understand what is expected of them the moment they open their notification.
By combining secure transmission with contextual clarity, you eliminate unnecessary back-and-forth and empower your teams to advance client mandates faster.
Power of personalization at scale
Mass communication & label management
Broadcast messages, deadline notices, and document requests at scale while maintaining a personalized client experience. Powered by dynamic tag management, orchestrate targeted communications to all clients simultaneously while keeping individual secure spaces 100% isolated, confidential, and fully compliant.
Data Governance
Rigorous access control & global compliance
Manage permissions with precision and ensure automatic compliance with Law 25, PIPEDA, and international privacy standards—without adding friction to your client experience.
Granular access
Confidential internal exchanges
Comprehensive compliance without the hassle
Compliant and secure
Data sovereignty and bank-grade encryption
Your communications, messages, and all your attachments are encrypted to the highest banking standards (AES-256 at rest and TLS 1.3 in transit) and hosted with 100% data sovereignty on highly secure storage servers located exclusively in Canada.
Our platform, like our organization, is SOC 2 Type II certified, ensuring rigorous and independently audited controls over the security, confidentiality, and availability of your data. Take advantage of a robust, proven infrastructure that is fully compliant with the requirements of Bill 25, PIPEDA, and the strict standards of professional bodies (CPA, Barreau du Québec, Chambre de la sécurité financière, Notaries).
