Frequently asked questions

Meo is a Quebec-built platform for organizations across Canada. It brings contact management, document requests, electronic signatures, and privacy and compliance tools together. Clients upload documents through a secure portal carrying your branding, and you follow everything from one central dashboard.

Service businesses across Canada that collect documents and personal information: notarial practices, CPA firms, lawyers, brokers, dealerships, agencies, and many more. Meo works just as well for a sole practitioner as for a multi-branch organization, thanks to spaces.

Yes, completely. Meo is first and foremost a full secure drive: you can organize every document in your business there and use it as your only storage tool. The difference is everything that comes on top for client work: structured requests with automatic reminders, real-time tracking, AI detection of sensitive documents, electronic signatures, an audit log, and privacy and compliance tools. Your primary data is hosted in Quebec.

Yes. Drag and drop entire folders into your Meo drive (the structure and subfolders are preserved) or use the “Import a folder” option. Each file can be up to 50 GB, and you can import up to 1,000 files per batch, as many times as you need. For your contacts, the CSV or Excel bulk import adds up to 5,000 records at a time.

For most service businesses, yes. Meo covers contact management (assigned owner, statuses, internal notes with reminders, encrypted information), document exchange, signatures, and privacy and compliance tools. If you run advanced marketing automation, a dedicated tool can sit alongside Meo, but for day-to-day client work, Meo is enough.

A space maps to an office, a branch or a team. Each space has its own contacts, folders and access rights: an employee only sees the spaces they are attached to. Templates defined at the organization level flow down to every space, either editable or locked. It is the ideal model for franchises and multi-site organizations.

No app needed: Meo runs entirely in the browser, for you and for your clients alike. On mobile, your clients can photograph their documents with their phone camera and upload them straight away.

Yes, in both languages. Meo is a Quebec business: support is provided in English or French, by chat inside the app or from our contact page.

No. Your clients receive a link and sign in with a single-use verification code sent by email or SMS. No account to create, no password to remember, no app to install.

Your client receives a link by email or SMS. When they open it, a verification code is sent to them automatically. They then land on a portal carrying your branding (your name and your logo), where they upload their documents, fill in the information you asked for and sign if needed. They also see the list of what they have already submitted.

Nothing. Contacts are unlimited on every plan and portal access is free for your clients. No fee per request, per client or per signature.

You resend the link in one click from the contact record, by email or SMS. Since there is no password, there is nothing to reset: a new verification code is sent at every sign-in.

No, the portal is built for that. No account, no password, no app to install: your client clicks a link and enters a code received by email or SMS. On a phone, they can photograph their documents directly. And if a client would rather hand you their documents another way, you can upload them into their folder on their behalf.

Yes, on every plan, in unlimited quantity and with no fee per send. The signer confirms access to their email address or phone number with a single-use code, and every step is recorded in the audit log with a timestamp. You can have several signers sign the same document, in the order you choose: one after another (sequential signing) or all at the same time. No separate DocuSign subscription needed.

Yes. Meo offers templates for requests, documents, information and signatures. You define them once at the organization level and they flow down to each of your spaces, either editable or locked, as you prefer.

Every document can carry an expiry date. Meo sends a weekly summary of the documents that have already expired, those expiring in the next 7 days and those expiring in the next 30 days. Each team member chooses whether to receive these reminders.

Each file can be up to 50 GB on upload. To retrieve several documents at once, Meo bundles them into a ZIP file: up to 10 GB or 10,000 files per download. Past that, you download one subfolder at a time.

It depends on your province, sector, and how information moves. PIPEDA applies in many commercial contexts across Canada, while Quebec, Alberta, and British Columbia have their own general private-sector laws. Sector-specific laws may also apply. Meo provides tools for managing common privacy practices, but it does not determine which law governs your organization.

The law sets out two levels of sanctions: administrative monetary penalties can reach $10 million or 2% of worldwide turnover, and penal sanctions $25 million or 4%. A person can also be awarded punitive damages of at least $1,000 if a court finds an intentional infringement or gross negligence.

The portal guides you through privacy-officer information, policy review, incident, request, and vendor registers, and progress tracking. Day to day, Meo helps document consent, logs access, applies configured retention rules, and lets you anonymize and export data. These tools support your privacy program without replacing legal analysis or your organization's responsibilities.

You can publish a page in your name where clients can review your practices and submit requests, such as access, correction, or withdrawal. Every request is recorded in your internal register and your privacy officer is notified so your team can apply the relevant response period.

Retention periods depend on the purpose, document type, and laws that apply to your organization. Privacy laws generally require organizations not to keep information longer than necessary, subject to other retention duties. Meo lets you configure a period by document type and automatically delete files that reach their expiry date.

All primary data (database, files, backups) sits in Quebec, in the AWS Montreal region (ca-central-1). Some vendors may process limited information outside Canada, including for payments, email delivery, security, support, or site measurement. Their locations and purposes are documented in our privacy policy and, when they process customer data, in our data processing agreement.

Several layers: AES-256 encryption at rest and TLS in transit, additional application-level encryption (AES-256-GCM, with a separate key per space) for sensitive information such as card numbers and PINs, a SHA-256 fingerprint on every file to verify whether its contents have changed, optional two-step verification, sign-in alerts from a new device, a Cloudflare firewall and an exportable audit log. Our infrastructure is also subject to independent penetration testing.

As soon as a document is uploaded, the AI analyzes it to spot identity documents and sensitive information (driver's licence, passport, health insurance card, and so on). Previews of sensitive documents are blurred automatically to protect the information they contain. Processing is ephemeral and happens in Canada: temporary files are deleted immediately after the analysis and the AI keeps no data.

No. Meo applies four roles (owner, administrator, editor, viewer) with granular permissions. A contact's sensitive information is protected by a separate permission, and each employee only reaches the spaces they are attached to. This helps your organization apply the principle of least access.

You remain the owner of your data and can export it at any time. When your contract ends, you have 30 days to download everything from your dashboard; production data is then deleted within 60 days and backups purged within 90 days, as set out in our data processing agreement.

Three plans: Solo at $35/month (1 user, 1 space, 10 GB), Équipe at $89/month (unlimited users, 10 spaces, 50 GB) and Entreprise at $249/month (unlimited users, 20 spaces, 200 GB). A Sur mesure plan is available on quote. Annual billing earns a 20% discount. If you need more, add a space ($20/month) or 50 GB of storage ($10/month).

Solo if you work alone: everything is there, including unlimited signatures and the privacy and compliance tools. Équipe as soon as there are several of you, or when you want to partition your files by space. Entreprise is for multi-site organizations that need more spaces and storage. Sur mesure adds single sign-on (SSO), specialized governance, or dedicated support. If in doubt, start the free trial: you can switch plans at any time.

It depends on who needs to see what. In Meo, users at the organization level reach every space by default. If your branches belong to the same company and management can legitimately consult every file, the Entreprise plan is the right fit. If instead you bring together independent professionals whose clients are separate, management should not necessarily see every file. Contact us for a Sur mesure plan tailored to your access structure.

Yes, 30 days with every feature, no credit card. At the end of the trial, you pick your plan. If you do not continue, your account switches to read-only mode: you lose no data.

About 5 minutes to create your account, upload your logo and send your first request. Bulk import (CSV or Excel, up to 5,000 contacts per batch, with duplicate detection) then migrates your existing contacts in a few minutes. Nothing to install: it all happens in your browser.

Yes, at any time from your account. When you switch, Meo checks that your current usage (spaces, storage) is still covered by the new plan, so there is no unpleasant surprise.