Secure client-messaging solution for notaries

Unlock the undeniable benefits of secure client-messaging with Convoflo. Tailored to meet the needs of notaries and their clients.

Boost the security of your sensitive data

From seamless implementation to ensuring compliance with the latest industry standards, Convoflo is the solution of choice for enhanced data security. Discover our advanced features, designed to simplify and support your business activities.

Compliance and security

Whether inactive or in transit, Convoflo encrypts your data transfers to the highest standards and is certified by the Chambre des notaires du Québec. Our platform also gives you full control over user authorizations, which you can change with just a few clicks.

After-sales service

Convoflo provides exceptional after-sales service based on courtesy, accessibility, and professionalism. Our team is always ready to answer questions from you or your clients. It’s part of our commitment to providing a client-messaging solution that is always operating effectively.

Continuous improvement

Our team is always ready to listen: that’s what allows us to continually improve our service and the solution we offer. Simplifying exchanges for you and your clients is part of our core mission.

Quick set-up

Convoflo can be set up with just a few clicks, on your own or with the help of one of our experts.

Plans can include:

  • An initial audit to assess your confidential data sharing practices
  • Personalized training for users
  • Proactive follow-up
  • On-demand support during data migration

A customizable high-performance client-messaging solution for notaries

Simplify the opening, closing and archiving of files

From creating files to archiving, our client-messaging will be your indispensable ally. Exchange documents, close and archive files, and much more, with total peace of mind. A bonus: the platform is intuitive to learn and secure to use.

Ready to use your time more efficiently? Choose Convoflo: a comprehensive, customizable document management tool.

Download encrypted conversation zones

Make security a priority with Convoflo. Our secure client-messaging solution features a simple and confidential way to store sensitive data. Our conversation zone function  allows you to retain strong, verifiable evidence that you can access and share when needed.

Our encrypted discussion zone download function ensures you can demonstrate your legal and archiving obligations whenever you need.

Keep a record of all your exchanges

Convoflo provides you with optimized traceability so  you can ensure compliance with the latest requirements of the Chambre des notaires du Québec.

Your secure log is the ideal place to record the details of your activities. This useful tool also automatically documents the chronology of all your interactions, helping you maintain sound legal procedures. Boost your confidence and increase efficiency with Convoflo.

Start your free trial

Browse the Convoflo interface and explore its many features. Discover a range of powerful benefits tailored to meet your needs. Start your free trial today!

Exploring additionnal features

Electronic signature

Do not require your customers to connect to another platform to sign their documents

Have documents signed within the secure space. In addition, several features are available to automate everything. Once signed, the document remains in the right place for you and your client.

Access Permissions

Granular access on documents, files and folders

Manage the privacy of your content through an intuitive and powerful permission panel. In a single click, it's easy to view access permissions and edit them to revoke or grant access to a new person.

Notification digest

Simplify your notification management and stay in control of your inbox.

With Convoflo's customized email notifications, choose to receive your notifications in an organized way. Group multiple notifications into a single digested email, for more efficient management of your inbox.

What our users are saying

The process of delivering tax documents is greatly simplified and allows for less travel time for clients. The ease and speed of processing signature requests was noted as the best discovery.

Michèle P.

CPA

Very practical for remote working […] Quickly exchange documents and signatures to facilitate social distancing.

Nathalie R.

Accountant

Excellent product, very well suited for a CPA firm. […] We will continue to do business with Convoflo for years to come!

Pierre B.

Associate

Everything is done very simply, it's easy and efficient. The customer service is phenomenal. I get answers sometimes instantly after asking a question via the message section, very very competent, the consultants are really customer service oriented.

Émilie C.

Project Coordinator

A useful and necessary tool for data protection […] In addition to security, we particularly appreciated the ease of use for our customers. In fact, we have had only one case where we assisted a customer who had forgotten his password.

Jacques V.

Support

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