One folder per project, no hunting for access.
Brief, brand assets, CMS credentials and API keys: all in a single project folder. Passwords and tokens are encrypted on entry. Deliverables go out through an expiring link, with no Dropbox and no WeTransfer.
Active folder
Project · Website redesign · Client X
Creative brief
Received 5 min ago
Service contract
Received 1 h ago
Non-disclosure agreement
Received yesterday
Brand assets
Received 2 d ago
Credentials and access
0%Final deliverables
No reply for 5 d
Built for creative and technical agencies.
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 the brand assets and the brief, but also the CMS passwords, the API keys and the tokens. Anything sensitive is encrypted on entry.
Clean delivery, without a shared Dropbox
Send the client an expiring link. They download their deliverables, the link expires on its own, and your agency keeps control of access even months later.
From brief to delivery, no hunting for access.
Four moments in the life of a project. At each one, Meo removes a chore.
- 01 Brief
Brief and contract
Add your client, create a folder for the project, and archive the brief and the contract as soon as it is signed.
- 02 Assets
Collecting assets and access
Ask for the brand assets, the brief, and the CMS, DNS and analytics credentials. Passwords and API keys are encrypted on entry, so no more credentials lying around in Slack.
- 03 Delivery
Production and delivery
Your team reaches the assets from the folder, and every open is logged. To deliver, send the client an expiring link: they pick up the final deliverables with no Dropbox and no WeTransfer.
- 04 Archiving
Handback or archiving
You hand the assets back or archive them, as the agreement says. Each document type has its own retention period, with documented destruction when it expires.
- 01 Brief
Brief and contract
Add your client, create a folder for the project, and archive the brief and the contract as soon as it is signed.
- 02 Assets
Collecting assets and access
Ask for the brand assets, the brief, and the CMS, DNS and analytics credentials. Passwords and API keys are encrypted on entry, so no more credentials lying around in Slack.
- 03 Delivery
Production and delivery
Your team reaches the assets from the folder, and every open is logged. To deliver, send the client an expiring link: they pick up the final deliverables with no Dropbox and no WeTransfer.
- 04 Archiving
Handback or archiving
You hand the assets back or archive them, as the agreement says. Each document type has its own retention period, with documented destruction when it expires.
Your clients, your projects and your access, in a single tool.
One place for your clients, your briefs, your signed contracts and sensitive credentials. No Notion to dig through, no Slack to search.
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Your clients and their projects on one record
Each client has a record with an owner, tags, internal notes and documents. Your client data stops being spread across Notion, Slack and Drive.
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Contracts, quotes and NDAs signed with no extra subscription
Electronic signatures included, unlimited. No DocuSign running alongside, no hunt for the signed PDF in a mailbox.
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Law 25 compliance for the data you handle
Your clients hand you their email lists, their analytics, their ad accounts. Meo covers your Law 25 obligations by default, grouped into six sections: consent, retention, anonymization, vendor register.
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Passwords and API keys encrypted on entry
CMS credentials, tokens, analytics access: everything is stored encrypted on the client record. No more credentials lying around in Slack or in a shared Google Doc.
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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 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