One folder per matter, with no email thread.
Meo brings supporting documents, contracts, evidence, the facts of the matter and correspondence together in a single folder per matter. In the event of a professional inspection or a disciplinary complaint, you download the documents on demand.
Active folder
2025 folder · Client v. Company X
Representation mandate
Received 5 min ago
Client identity documents
Received 1 h ago
Court proceedings
Received yesterday
Opposing party correspondence
Received 2 d ago
Documentary evidence
0%Judgments and settlements
No reply for 5 d
Built for the practice of law in Quebec.
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 identity documents, contracts and evidence, but also the facts of the matter: timeline, witnesses, free-form notes. Sensitive documents and information are encrypted the moment they are entered.
Ready for a Barreau inspection
Every matter is documented, every action timestamped. In the event of a professional inspection or a disciplinary complaint, you download the folder's documents on demand.
From opening to archiving, with no email thread.
Four moments in the life of a matter. At each one, Meo takes a chore off your plate.
- 01 Opening
Opening the matter
Add your client, open a folder for the matter, and file the conflict-of-interest check and the engagement letter on day one.
- 02 Collection
Identification and documents
Ask for identity documents, contracts and evidence, but also the timeline and the client's notes. Documents and information are encrypted the moment they are entered, and nothing has to travel by email any more.
- 03 Execution
Execution and confidentiality
Every supporting document, exchange and working note stays in the matter's folder. Access is limited to authorized members of the firm, and every access is logged.
- 04 Retention
Closing and retention
Each document type has its own retention period. Meo warns you before the deadline, then deletes automatically and records the deletion. Your folder stays inspection-ready, today and seven years from now.
- 01 Opening
Opening the matter
Add your client, open a folder for the matter, and file the conflict-of-interest check and the engagement letter on day one.
- 02 Collection
Identification and documents
Ask for identity documents, contracts and evidence, but also the timeline and the client's notes. Documents and information are encrypted the moment they are entered, and nothing has to travel by email any more.
- 03 Execution
Execution and confidentiality
Every supporting document, exchange and working note stays in the matter's folder. Access is limited to authorized members of the firm, and every access is logged.
- 04 Retention
Closing and retention
Each document type has its own retention period. Meo warns you before the deadline, then deletes automatically and records the deletion. Your folder stays inspection-ready, today and seven years from now.
Built around Barreau requirements.
No spreadsheet on the side, no manual setup. Good habits are the default, from the moment you open your first matter.
One folder per matter
Every supporting document, communication and note tied to the matter, in a single folder.
Configurable retention schedule
Set the period by document type. Alerts before the deadline, documented destruction.
Confidentiality by default
Individual access for each member of the firm, logged actions, granular permission control.
Exportable records and copies
Download the supporting documents on demand. Faithful copies available at any time.
Electronic signatures for mandates and powers of attorney
Included, unlimited, verified by a unique code. No separate DocuSign subscription, traces in the audit log.
One record per client and per matter
Every client has a record: assigned lead, labels, internal notes with a due date and an assignee. No more Excel spreadsheet on the side to track your folders.
Redundant copies synchronized in Quebec
Your data is kept in several copies, continuously synchronized across our Quebec data centres. No dependence on a single disk, a single server, a single centre.
Three things that used to take three separate programs.
Click a pillar to see how Meo covers it. 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