Our mission
Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.
Let's talkAI-ready
Integrating artificial intelligence into your firm should never come at the expense of client confidentiality. Convoflo’s AI module operates in a closed, 100% sovereign environment. It handles heavy content administration so you can focus on the right things.
Managing a firm involves a constant stream of scanned files with unreadable names. The Convoflo AI module analyzes the content of files uploaded by your clients and automatically applies your firm's official naming convention.
A client uploads a tax receipt or scanned invoice directly from their phone, named by default IMG_4471.pdf. Convoflo’s AI instantly detects the type of document, vendor name, amount, and fiscal year, then automatically renames it according to your firm's naming convention: 2026_Invoice_Vendor_ACME.pdf.
Your administrative assistants and professionals no longer need to open each file individually to review and manually rename it.
Maintain a rigorous and uniform standard across all client files within the firm.
Reduce time spent on administrative sorting by up to 80% upon receiving supporting documents.
Client exchanges often stretch over several weeks and cover multiple topics. Convoflo’s AI automatically generates precise, contextual message titles to structure your threads and make every piece of information retrievable in one click.
A client sends a vague message titled "Question" or "Regarding documents," containing details about their tax return and a question about their installment payments. The AI analyzes the thread and generates a clear, concise subject line: 2026 Tax Clarifications & Installment Payments - Tremblay Family.
Find specific exchanges among dozens of conversations without scrolling through past message history.
Your team identifies the exact topic of every message instantly from the notification, with zero ambiguity.
A colleague taking over a file instantly understands the full context of recent exchanges.
Turn client communications into a competitive advantage starting today.
Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.
Let's talk