Feature · Consent

Consent captures itself. So does retention.

Every time a client uploads a document, Meo captures their consent, time-stamped. You set the retention period by document type and can enable automatic deletion for documents whose period has ended. Your clients can also file privacy requests directly through your public portal.

Consent required
I consent to the collection of the documents required for the request submitted by Tremblay Notaires.
Purpose of the collection: mortgage mandate for Marie Bouchard.
This information is collected electronically through the secure Meo portal.
Documents requested
Signed deed of sale 10 years
Certificate of location 10 years
Proof of home insurance 3 years
Consent recorded
Three guided privacy workflows

Three jobs you will no longer have to improvise.

Automated consent

Every document submission captures consent with a time stamp, device and purpose. Your clients see what they are agreeing to, you see that they agreed.

Smart retention

Configure your retention periods by document type. Meo warns you as the deadline approaches and, if you enable it, starts automatic deletion.

Privacy requests

Handle access, portability, or deletion requests that apply to your organization. The client's folder exports in a structured format.

Tremblay Notaires
Tremblay Notaires
Privacy portal
Submit a request
Withdrawal of consent
Access to my information
+ 4 other rights
Sent to your privacy officer · tracked in Meo
Public privacy portal

Your clients submit requests without writing to you.

You publish a public portal in your own branding. Your clients see your privacy officer and your practices there, then file privacy requests such as access, correction, withdrawal of consent, or deletion where applicable. Every request reaches you directly, with no email to sort through.

  • Public portal in your own branding, turned on in one click
  • Privacy requests submitted self-serve
  • Every request sent to your privacy officer
Retention schedule

Retention monitored, deletion under control.

Set the retention period by document type. Meo watches your documents and information, warns you as the deadline approaches, and applies automatic deletion when you enable it. When a contact has to go, deleting them anonymizes all their information in a single step.

  • Retention periods by document type
  • Reminders before the deadline, with automatic deletion you can enable
  • Deleting a contact anonymizes all their data at once
Retention schedule 1 due
Notarial deeds 7 years
Identity documents Due in 30 days
Tax documents 6 years
Meo warns you, then applies automatic deletion if enabled

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