One folder per matter, all in one place.
Meo brings identification, the service contract, supporting documents, correspondence and final versions together in a single folder. A retention schedule you set by document type, encrypted backups in Quebec, an audit log ready to export.
Active folder
2025 folder · Tremblay estate
Service contract
Received 5 min ago
Proof of identity
Received 1 h ago
Title deed
Received yesterday
Certificate of location
Received 2 d ago
Will / mandate
0%Correspondence on file
No reply for 5 d
Built for notarial practices.
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 proof of identity, the title and the certificates, but also the information in the folder: civil status, beneficiaries, income sources, notes. Sensitive documents and information are encrypted the moment they are entered.
Folders structured for a professional inspection
Every deed and supporting document is filed by folder with a verifiable fingerprint and timestamp. In Quebec, this helps prepare the records requested during a Chambre des notaires inspection.
From the first meeting to archiving the deed.
Four moments in the life of a notarial folder. At each one, Meo takes a chore off your plate.
- 01 Opening
Opening the folder
Add your client, check for conflicts of interest, file the service contract. A clean folder from day one.
- 02 Collection
Collecting documents and information
Ask for proof of identity, the title and the certificates, but also civil status, beneficiaries and the notes in the folder. Sensitive documents and information are encrypted the moment they are entered.
- 03 Drafting
Drafting and signing
Correspondence, draft deeds, final versions: everything stays in the folder. Access is limited to members of your office, and key actions are logged.
- 04 Retention
Long-term retention
Each document type has its own retention period. Encrypted backups are hosted in Quebec. Meo warns you before the deadline and, if you enable it, applies automatic deletion and records it.
- 01 Opening
Opening the folder
Add your client, check for conflicts of interest, file the service contract. A clean folder from day one.
- 02 Collection
Collecting documents and information
Ask for proof of identity, the title and the certificates, but also civil status, beneficiaries and the notes in the folder. Sensitive documents and information are encrypted the moment they are entered.
- 03 Drafting
Drafting and signing
Correspondence, draft deeds, final versions: everything stays in the folder. Access is limited to members of your office, and key actions are logged.
- 04 Retention
Long-term retention
Each document type has its own retention period. Encrypted backups are hosted in Quebec. Meo warns you before the deadline and, if you enable it, applies automatic deletion and records it.
Built around notarial practices' recordkeeping needs.
No spreadsheet on the side, no manual setup. Good habits are the default, from the moment you open your first folder.
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Folder content in one place
Client identification, service contract, services rendered, correspondence and supporting documents. Filed automatically by matter.
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Configurable retention schedule
Set the period by document type. Meo warns you before the deadline and, if you enable it, applies automatic deletion and records it.
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Backups in Quebec and per-person access control
Encrypted data, redundant backups, and an individual password for every member of the office.
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Confidentiality governed and traced
Key actions are recorded in an audit log that can be exported for an inspection or a challenge.
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Electronic signatures for preparatory documents
Included, unlimited, with confirmation by a single-use code. Ideal for declarations, authorizations and preparatory documents outside the notarial act itself. Details are recorded in the audit log.
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One record per client and per matter
Every client has a record: assigned notary, labels, internal notes with a due date and an assignee. No more spreadsheet on the side to track your active matters.
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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 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