Centralized governance, autonomous teams.
Unlimited spaces, SSO on request, dedicated support. Your IT and legal teams get what they need to approve the tool. Your operations teams get what they need to work without friction.
Active folder
Folder · Canadian subsidiary
Client contracts and agreements
Received 5 min ago
Privacy documents
Received 1 h ago
Supporting documents
Received yesterday
Structured correspondence
Received 2 d ago
Audit log per space
0%Deliverables by team
No reply for 5 d
Built for IT, legal and operations on the same file.
A client portal in your brand
One link, one code by email or text message, and your client uploads. No account, no password, no app to install. Hosted in Quebec.
Not just documents
Ask for exactly what you need: documents, passwords, card numbers, free-form notes. Documents and sensitive information are encrypted the moment they are entered.
SSO, support, governance on your terms
SSO available on request for unified authentication. A dedicated contact for your rollout, the structure of your spaces and the setup of your privacy practices.
For IT, legal and privacy teams.
Unlimited spaces
Your subsidiaries, offices and teams, each in its own space.
SSO on request
OIDC or SAML, integrated with your existing IdP.
Roles and permissions per space
Fine-grained control over who sees what, subsidiary by subsidiary.
Privacy management per space or centralized
Privacy controls structured around your organization.
Exportable audit log
Per space and across the whole organization.
Auditable electronic signatures
Unlimited, with confirmation by code, with details recorded in the audit log.
Contacts isolated per space
Assigned owners, tags and internal notes, subsidiary by subsidiary.
Dedicated support
One point of contact for rollout and custom structuring.
Synchronized redundant copies
Several copies continuously in sync, in our Quebec data centres.
Three things that used to take three separate programs.
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.
Every piece of client context in one place.
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.
- Assigned owner + colour-coded tags on each contact
- Internal notes (due date, assignee, reminders)
- Encrypted information (cards, PINs, passwords)
- Bulk CSV/Excel import - up to 5,000 contacts