Questions, not emails.Answers, encrypted.

Add information blocks to your requests: dates, addresses, numbers, cards, passwords. Your client answers in the portal, every answer is encrypted, and only authorized members of your team can reveal it.

Your questions go out with the request. Your client answers through the same link.

Morin & AssociésClient onboarding

Credit card

Required
Completed
4242 4242 4242 424208/29
ÉMILIE ROY
CVC

The answer stays masked. Revealing it leaves a trace.

Émilie RoyInfo
Credit cardSept. 26, 2026 • Expires Oct. 26, 2026
Number4242 4242 4242 4242
CardholderÉMILIE ROY
Expiry08/29
Hide

Activity log

  • Émilie Roy submitted the information Credit card

    Sept. 26 · 10:12
  • Jake Morin viewed the note Credit card

    Sept. 26 · 14:02

In a form

  • Typed fieldsText, number, date, email, phone, choices, payment card, protected text, address with autocomplete.
  • Ready-made blocksSIN, address, email, phone, web hosting access: start from meo’s blocks or build your own.
  • StatementsA text your client accepts or declines, kept with their answer.
  • Retention per blockOne rule per block: at the deadline the answer can no longer be revealed, then it is erased. A card’s CVC has its own duration.

Frequently asked questions

All questions
How are answers protected?

Each answer is encrypted with AES-256-GCM, using a key specific to your space, before it is stored. It is decrypted only when an authorized member reveals it.

Who can reveal encrypted information?

Only members who hold the permission to view sensitive information, a separate permission you grant by role. A member without it sees that the information exists without being able to reveal it, and every reveal is recorded in the activity log.

Can my client answer for several people?

Yes. A block can be filled in several times, for example once per person concerned.

Centralize your client relationshipsin minutes.

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