A secure and simple entry point for your clients
Integrated directly into your website, the Convoflo secure client portal acts as an intelligent entry point that instantly guides every client to the right step as soon as they arrive: one-click access to their existing secure space or autonomous creation of a new one without any manual handling. By centralizing your external access points on your website, you eliminate login friction, remove the risks of unsecure emails, and strengthen your firm’s brand identity within a secure environment.
Convoflo's secure gateway transforms your website into an entry point for a simpler, better-structured client experience.
Automatically direct clients to their existing secure space
Simplify the journey for your returning clients by instantly redirecting them to their secure space as soon as they authenticate at the welcome portal.
By eliminating manual file searches and redundant logins, you deliver a seamless, intuitive experience while removing friction right at the door.
Allow the creation of a new secure space when no secure space exists
Automate the creation of an encrypted exchange portal as soon as a new client interacts with your reception gateway without a prior file. By eliminating manual setup and metadata entry by your assistant(s), you provide immediate onboarding while structuring the document tree right from the first contact.
Your client gains instant access to their secure space to upload supporting documents, in full compliance. Get things done... with a smile
Integrate the experience directly into your website
Embed Convoflo’s client onboarding gateway directly on your corporate website to offer a unified, highly secure access point for all your clients.
By centralizing login, document submission, and messaging requests in one place, you elevate your firm's brand image while eliminating access friction and technical support calls. Your users enjoy a seamless and intuitive experience.
Secure your gateway integration with domain restriction
Embed your client portal gateway seamlessly as an iframe directly onto your website while benefiting from airtight protection against spoofing attempts. Convoflo locks the display of your gateway exclusively to your official domain name, preventing unauthorized third parties from copying your exchange portal onto another site.
Why is this add-on important?
Your users no longer need to wonder what steps to take or which channel to use: the user journey is fully guided, seamless, and friction-free from the very first second. The result: you eliminate 100% of technical support calls for lost access, save valuable administrative management time, and guarantee immediate client onboarding.
Provide your users with a single, intelligent entry point thanks to our embedded landing gateway. By centralizing login, first contact, and access to the secure portal into a single seamless interface, Convoflo makes your clients' initial steps clearer, faster, and more natural. Whether dealing with a loyal client or a new file, the gateway automatically directs the user to the right next step based on their situation, without hesitation or manual setup.
Give your clients the freedom to move forward 100% independently within a highly secure and perfectly structured environment. Thanks to an intuitive and guided interface, your users can upload documents, respond to follow-ups, and sign agreements without relying on manual intervention from your assistants to get started. By eliminating micro-management of access rights and repetitive explanations, you relieve your internal teams while offering your clients seamless, immediate, and modern onboarding.
Whether you are continuing an existing collaboration or starting a new engagement, the Convoflo onboarding gateway eliminates unnecessary login steps and automatically redirects your contact to the right folder to submit their confidential information in seconds. By eliminating lost-link searches and micro-frictions at entry, you accelerate document collection timelines and free your assistants from non-billable access-support calls.
A shared benefit for your client, your team, and your organization
For your client
A unified, intuitive access point on your website that automatically redirects to the right folder. No more searching for access links or wondering whether to create a new account: authentication is seamless, complex password-free, and accessible anytime to upload files with complete peace of mind.
For your internal teams
The complete elimination of improvised IT technical support and 15-minute phone calls for lost access credentials. Exchange requests and file creation orchestrate themselves with the right document structure right from the initial contact, allowing your administrative assistant(s) and professionals to focus on what matters most.
For your organization
Total control over your digital entry point through domain-restricted integration. Protect your firm against phishing risks, eliminate Shadow IT, and guarantee an environment that is 100% compliant with your industry's security standards. Get things done... with a smile.
