A complete drive, that organizes itself.
Drag in your files, create subfolders, find everything again. And when a client uploads a document through the portal, Meo files it straight into the right client folder, with no filing on your part.
The filing you will never have to do again.
Just like an ordinary drive
Drag and drop files, create subfolders, preview, share. There is no new interface to learn.
Link any file to a client
Upload a draft, a note, a saved email. Attach it to the right client in two clicks. It becomes available from their record.
The portal empties into the right place
Every document uploaded through a request lands in the right client folder, in a subfolder for that request. No filing clicks.
Upload whatever you want. Link it to the right client.
You do not need a request to put a document into Meo. Drag a file, or a whole folder with its subfolders, into the drive, create the folders you want, and link it to the right contact in a few clicks. Handy for migrating all of your existing content at once. The same file then shows up on the client's record.
- Drag and drop files or entire folders, structure and subfolders preserved
- Create your own folders, alongside the ones requests fill
- Link a file to a client in two clicks, by searching their name
- The file appears automatically on the client's record
- Up to 50 GB per file
Send a whole folder, by link, with an expiry date.
When you need to send a client a pile of documents, you do not need an email with ten attachments. You share the folder in one click. The client gets a link, enters their single-use code, and sees what you allowed, right up to the date you set.
- Share an entire folder in one click
- Single-use code, with no account to create
- Read-only or collaboration permissions
- Configurable expiry date