Product

Learn all about Client-messaging

Secure messages

Protected client threads and exchanges

Secure file transfers

Share confidential documents without limits

Smart continuous sharing

Centralized communications and activity history

Quick start

Other features of client-messaging

Automations

Automatic follow-ups and effortless workflows

Smart notifications

Digests and grouped notifications

Smart file requests

Structured collection with deadlines and automatic reminders

Tracking labels & statuses

Case progress management on autopilot

Granular access & permissions

Strict control of internal and external access

Productivity tools

A suite to streamline non-billable tasks

Governance & compliance

Retention, deletion and compliance

Convoflo AI

Smart document renaming and writing assistance

E-signatures

Legally binding signing built in, no third-party tool

White labeling & customization

Secure client messaging in your firm's colors

Website gateway

A direct client entry point on your website

Payment collection

Invoice settlement inside the secure space

Microsoft ecosystem

SharePoint, Outlook and Entra ID (SSO) sync

Zapier integration

Connect to more than 5,000 business apps

Equisoft/connect integration

Automatic archiving for financial advisors

Mobile app (iOS & Android)

Secure tracking and uploads from your phone

Microsoft Outlook add-in

Secure filing and sending from Outlook

History

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Help center

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Help center

You have questions… we have answers

All you want to know about the product

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Secure messages

Secure file transfers

Smart continuous sharing

Other features of client-messaging

Automations

Smart notifications

Smart file requests

Tracking labels & statuses

Granular access & permissions

Productivity tools

Governance & compliance

Convoflo AI

E-signatures

White labeling & customization

Website gateway

Payment collection

Microsoft ecosystem

Zapier integration

Equisoft/connect integration

Mobile app (iOS & Android)

Microsoft Outlook add-in

History

Blog

Help center

You have questions… we have answers

Login and account

How to reset a password (for an internal user or a customer)?

How do I disable two-factor authentication (2FA) for a customer?

How do I change a customer's name?

How do I change a customer's email address?

How do I add a new internal user to our organization?

General

What is a Convoflo secure space?

What is Convoflo

Secure spaces and file management

How to invite a client or share a secure space externally?

Why can't my client upload documents to their space?

Can external clients create subfolders themselves?

How to move or download multiple files or folders at the same time?

What is the maximum size allowed for uploading a file?

Do I have to download all the files to be able to view them?

Can we create the same subfolder in several secure spaces at the same time?

How to automatically add standard documents when creating a new folder?

How to archive a secure space?

Is it possible to recover a file or folder deleted by mistake?

Electronic signatures

How to check the status of a signature request?

How do I change an email address or correct an error on a signature request that has already been sent?

What should we do if we reach our signature request limit?

Is it possible to have a document signed by someone who does not have an email address?

How does signature delegation work?

Can you sign a document from a smartphone or tablet?

Are electronically signed documents locked with a password?

How do I add a professional title (e.g.: CPA) to my signature?

Messages and notifications

How do I get confirmation that a customer has read my message?

Can we configure an automatic absence message in the platform?

How to find and unarchive a message?

How do I send a mass message to all my customers?

How do I disable or re-enable alerts for a specific customer?

Is it possible to forward notifications to another email address (e.g. for an assistant)?

How to edit messages sent automatically by email?

Billing, Payments and Settings

Where can I view my invoices?

What happens to my data if I cancel my subscription?

How to cancel a payment request and stop reminders?

Is it possible to integrate the platform connection directly into our professional website?

How to change the interface language?

How to print or save conversation history?

Interface and settings

How to freeze the navigation sidebar at all times?

How do I change the displayed date and time format?

Do admins automatically have the same workspace configuration?

How to configure the delay before automatic disconnection (for users without double validation)?

How does the file request feature work?

How do I mention a specific person in the chat box?

How to see the history of actions (who filed a document and when)?

Is there a character limit for folder names?

Can we export an Excel list of customers registered on the platform?

What is the difference between a "text field" and a "text area" for forms?