Solution
Communicate with context. Get the job done... with a smile.
Share your files with ease, customize the privacy settings for each send, and combine document requests, signatures, and explanatory notes all in one place.
Combined & continuous communication
No need to use multiple communication tools for a single client case. Convoflo centralizes your communications while adapting to your pace: a quick document transfer in 2 seconds, or a comprehensive message to guide a complex process.
Encrypted file sharing and full traceability
Share your large files with bank-level encryption and strict access controls. Every time a file is viewed, downloaded, or modified, a dated, tamper-proof entry is created in your activity log, ready for your internal audits or compliance requirements.
Say goodbye to manual follow-ups
Automate the collection of your customer documents and transform the process of gathering supporting documents into a 100% autonomous, structured, and secure process. Include a dynamic checklist with automatic reminders to guide the submission of required documents without the need for manual follow-ups.
Have your documents signed right where you already communicate.
Embed signature requests directly into the conversation thread without redirecting the customer to an external platform. Eliminate costly external platforms and have your contracts approved without ever interrupting the flow of the customer conversation.
No more back-and-forth: simplify data collection
Collect your customer data right in the chat thread using your own interactive PDF forms. Keep your tried-and-true templates or create online questionnaires to eliminate transcription errors and unnecessary back-and-forth via email.
Protect the value of your work
Speed up the collection of your fees without leaving the conversation and get paid without having to send manual reminders. Block access to or downloads of your final files (financial statements, tax returns, legal documents) until the associated invoice is paid.
No More Confusion
The contextual note: a powerful feature from Convoflo
Instant sharing when you’re in a hurry. An explanatory note when the case calls for it.
Sending a secure file on Convoflo takes a fraction of a second. But for complex transfers that usually generate endless email chains and calls for clarification, Convoflo lets you attach an explanatory context note directly linked to the requested action.
No more confusing messages like “What is this PDF for?” or “Where do I sign?” Your clients instantly understand what’s expected of them as soon as they open their notification.
By combining secure transmission with contextual clarity, you eliminate unnecessary back-and-forth and enable your teams to move cases forward more quickly.
Power of personalization at scale
Mass communication and label management
Distribute your messages and document requests on a large scale without losing the personal touch—all thanks to labels. Send targeted communications to dozens of customers simultaneously while maintaining 100% secure individual spaces.
Strict access control and global compliance
Manage permissions with precision and ensure automatic compliance with Bill 25, PIPEDA, and international standards, without complicating the customer experience.
Granular access
Confidential internal communication
Comprehensive compliance without the hassle
Compliant and secure
Data sovereignty and bank-grade encryption
Your communications, messages, and all your attachments are encrypted to the highest banking standards (AES-256 at rest and TLS 1.3 in transit) and hosted with 100% data sovereignty on highly secure storage servers located exclusively in Canada.
Our platform, like our organization, is SOC 2 Type II certified, ensuring rigorous and independently audited controls over the security, confidentiality, and availability of your data. Take advantage of a robust, proven infrastructure that is fully compliant with the requirements of Bill 25, PIPEDA, and the strict standards of professional bodies (CPA, Barreau du Québec, Chambre de la sécurité financière, Notaries).
