A single tool for your contacts, your documents and your signatures. Under the rules you enable, documents can move to the trash automatically when their time is up.
Built for service businesses across Canada
Click a pillar to explore the tools Meo includes in each area. All on one platform, with the same contact and the same audit log.
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.
Every document kept past its usefulness is one more liability, one more surface to protect, to report after an incident, to defend. Meo can automatically delete documents covered by the rules you enable. You set the rules, Meo applies them.
One retention period per document type
Every document type carries its own retention period. Any file uploaded under that type inherits it automatically, and it stays editable by hand.
Automatic deletion, space by space
Switch automatic deletion on for the spaces you choose. It is a tool you control, not a constraint imposed on you.
30 days in the trash
At its expiry date, the file moves to the trash for 30 days, then is deleted from active systems. Backups are purged within 90 days.
Nothing slips by unnoticed
Reminders 30 and 7 days before the expiry date, and every deletion is recorded in the audit log.
Plenty of tools handle your files and signatures. Very few capture consent on every request, apply your retention schedule, and keep a verifiable trail. Meo brings those controls into everyday work.
The tool was built for sales or storage. Your privacy practices stay in separate spreadsheets. You chase consent records, maintain registers elsewhere, and handle deletion by hand whenever someone remembers.
Consent is captured at the moment of the request. Retention is calculated by document type. When you enable automatic deletion, covered documents move to the trash at expiry. Your clients can withdraw their consent themselves, from the public portal.
A configurable consent notice is built into the request form, with a time-stamped record.
Your clients know how long their information will be kept - automatically, by document type.
The document remains recoverable in the trash for 30 days, then is deleted from active systems. Backups are purged within 90 days.
Clients can review your practices, withdraw consent, or submit a request directly.
Free assessment
Take stock of your privacy practices.
Answer 12 questions in 3 minutes and get an overview of the areas to document or strengthen, with no account required.
Owner, tags, internal notes with a due date and an assignee. The contact record holds all the context, so you are not chasing three tools. Encrypted information under controlled access, and every document - all of it time-stamped and logged.
Create a request from a template (mortgage file, estate settlement, tax file...) and send it. Your clients get a secure link, upload their files, and you are notified. Reminders keep their own pace without you thinking about it.
You share a link, an email or an SMS - your client picks. They reach a portal carrying your branding, upload their files, sign if needed. The page shows your name and your logo. Older or less technical clients get through it on their own.
Signatures are built into the request flow. Your client clicks the field, signs, and it is done. The signer confirms access to their email address or phone number with a single-use code. The timestamp and signature details are recorded in the audit log for your follow-up.
Meo captures consent on every request, shows your clients the retention notice, and applies your retention schedule by document type. When you enable automatic deletion, covered documents move to the trash for 30 days, then are deleted from active systems. Backups are purged within 90 days. These controls support your day-to-day privacy program.
Track the progress of your privacy practices by area. AI reviews your existing policy and suggests areas to revisit. Vendor, incident, and request registers guide your team step by step. The public portal goes live in a few clicks.
Right now you are probably juggling Excel for contacts, Dropbox or Google Drive for documents, DocuSign for signatures, and spreadsheets for privacy practices. Here is what Meo brings together.
Meo
Your primary data lives in Quebec. Every file carries a cryptographic fingerprint. Key actions are logged. Your organization's structure (org, spaces, contacts) is isolated by default.
Primary data, files, and backups in the AWS Montreal region.
region: ca-central-1 Every file receives a fingerprint on upload. Any alteration is immediately detectable.
fingerprint: e3b0c44... Uploads, shares, edits, deletions, and key portal access are recorded and exportable.
audit: active The organization sits on top. Each space has its own users, contacts, documents, and privacy controls.
isolation: strict Your documents do not only travel between you and your clients. Meo covers all three directions of the document flow inside your organization.
Structured requests and signatures. Your clients upload their files through a shareable link, an email or an SMS. You watch progress live. Reminders go out on their own. Every file stays tied to the contact.
You create documents for them: bookings, contracts, plans, quotes. You put them in the same folder as what they sent you, then share read-only or with editing.
Not just client documents. Meo also works as a shared team folder for your templates, your procedures, your internal policies. With the same encryption and the same Quebec hosting.
Choose the plan that fits what you do. No hidden fees.
Three questions about your business. One recommendation, no commitment.
1 person = the Solo plan. From 2 people up, every plan includes unlimited users.
So we can estimate your yearly storage
Files received, sent or uploaded each month
One per office, department or file type. Solo includes 1, Équipe up to 10, Entreprise up to 20.
Included in every plan
Our recommendation
This plan covers everything you need.
Start your free trial30-day trial. No credit card.
Estimate based on typical documents. Your actual needs may vary.
30-day free trial. No credit card. Primary data hosted in Quebec.