Your secure client-messaging solution...
that everyone will love
The Convoflo client-messaging solution enables file sharing and communication as easy as email, while being more secure and efficient. Additionally, it facilitates organizing and managing folders, signatures, and online payments, all on a single platform.
Eliminate client file processing delays and boost client satisfaction every day
Comply with customer data privacy regulations
Learn more about confidentialityIncrease your customer satisfaction
Learn moreRaise your cybersecurity posture
Learn more about securitySimplify your operations
More on automationsEnding the tradeoff between compliance and client simplicity
The need for strict compliance and data sovereignty
Learn moreThe need to simplify your clients' lives and eliminate the reliance on email
Learn moreOur Promise
Simple, clear, and risk-free client collaboration
At Convoflo, we stand by a fundamental conviction: ease of use is a security feature in itself. A frictionless tool guarantees immediate client adoption and transforms compliance into a powerful driver of retention and profitability.
By replacing rigid silos with effortless ongoing client messaging, Convoflo centralizes all your messages, documents, signatures, and payments into a natural, secure workflow. Your clients interact fully autonomously, and your teams eliminate non-billable time to focus on what truly matters. Get things done... with a smile.
Up and running in under 10 minutes
Enable ongoing client messaging powered by Convoflo and eliminate time wasted following up with clients
The secure portal and ongoing client messaging
Replace scattered email chains with a single thread structured by client folder. Thanks to ongoing messaging, centralize all your messages and files in one place: your clients access their exchanges without cumbersome passwords and receive email notifications branded to your organization that contain no sensitive data.
Document collection & automated reminders
Send targeted or bulk file requests to dozens of clients simultaneously. Schedule automated reminders that break through missing-document bottlenecks without any manual intervention from your team.
Native Microsoft 365 integration (Outlook and SharePoint)
Connect Convoflo to your everyday work tools. File your incoming and outgoing emails directly via our official Outlook add-in, automatically sync your files with Microsoft SharePoint, and connect your CRM (Equisoft/connect, Zapier).
Electronic signatures and integrated payments
Stop juggling external tools. Have your engagement letters, powers of attorney, and tax forms signed directly within the thread, and collect invoice payments in the exact same place, in one continuous flow.
Dual Convoflo compliance
Handle your clients' personal information with complete peace of mind. Thanks to an exceptional adoption rate, Convoflo eliminates friction and permanently prevents the return of insecure emails within your operations. Your data and files are hosted sovereignly in Canada or at the location of your choice. You benefit from maximum security certified SOC 2 Type II and renewed annually by external auditors, in full compliance with Law 25 (Quebec) and PIPEDA (Canada).
Automations & AI
Simplify your daily operations without compromising the confidentiality of your financial and legal data. Convoflo integrates smart automations and tailored AI features built specifically for organizations sensitive to client privacy.
Create your first secure space in just a few clicks
Why Convoflo?
Our commitment to you makes a difference everyday.
Rated 4.6/5 on Capterra
Convoflo earned a 4.6 out of 5 rating on Capterra, reflecting strong user praise for its intuitive client-messaging interface, reliable platform performance, and exceptional customer support.
Software Advice's Best Customer Support 2026
Convoflo has been recognized by Software Advice with the Best Customer Support of 2026 award for outstanding user assistance and high customer satisfaction ratings.
Capterra's Best Ease of Use 2026
Convoflo earned Capterra’s Best Ease of Use 2026 recognition for its intuitive interface, seamless navigation, and effortlessly user-friendly experience.
Capterra's Most Recommended 2026
Convoflo has been named Capterra’s Most Recommended 2026 platform, reflecting high user satisfaction and strong peer endorsements for its secure client-messaging solution.
Capterra's Best Value 2026
Convoflo earned Capterra's Best Value 2026 award for delivering an exceptionally cost-effective client-messaging solution that combines premium security, ease of use, and rich functionality at a competitive price.
SOC II Type 2
Convoflo is SOC 2 Type II compliant, demonstrating that its client-messaging platform meets the highest industry standards for enterprise-grade security, availability, and data protection over an extended monitoring period.
Testimonials
A lot of happy customers
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