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 talkHave your engagement letters, tax returns, and business contracts approved without ever forcing your clients to juggle a paid external tool or a complex app. Convoflo's natively integrated e-signature module turns the approval step into a seamless action completed in seconds right within the client's secure space—accessible across all device types.
Benefits
Eliminate per-document fees charged by third-party platforms, speed up engagement onboarding by 50%, and provide your clients with a modern, reassuring experience.
With Convoflo, streamline your e-signature requests by sending a single document to multiple recipients at once! Our "Multi-Recipient Signature Request" feature saves you valuable time by quickly gathering all required e-signatures without having to reach out to each signatory individually. Take full control of your e-signature workflows by unifying your requests. Start simplifying your processes with Convoflo today!
Automate your eSignature requests in just a few clicks with Convoflo’s customizable layouts and templates. Create reusable templates for various document types and set up rules for streamlined eSignature management. Our efficient, user-friendly solution helps you save time and get required signatures quickly. Simplify your eSignature processes with Convoflo!
Ensure a smooth, organized electronic signature process with Convoflo's signers sequence. Define the order in which signers sign to facilitate multi-party validation of documents. Our signer sequence feature ensures that each step is respected, avoiding delays and confusion. Simplify your signature workflows and get fast, accurate results with Convoflo!
Every step of the signing process is recorded and timestamped, providing complete traceability for signers and documents. These secure, reliable audit trails ensure you meet all legal and regulatory requirements. Trust our evidence and audit system for transparent, legally binding e-signature transactions. Simplify your signing process while maintaining total compliance with Convoflo!
With Convoflo, electronic signing is accessible across all devices. Whether you are at the office, on the go, or working from home, our solution adapts to your needs. Easily and securely sign important documents on a computer, tablet, or smartphone without time or location constraints. Stop wasting time, streamline your processes, and enjoy a seamless experience with e-signatures accessible anywhere with Convoflo!
Set a firm deadline on your document requests and let Convoflo politely follow up with late respondents until every required file is received (e.g., 7 days before, 2 days before, the day before, and on the due date). By delegating document tracking to our intelligent automations, your internal teams eliminate repetitive phone calls, time-consuming follow-up emails, and unbillable hours. Your clients receive targeted, secure notifications with an interactive checklist showing them exactly what still needs to be submitted. The result: your engagements no longer sit stalled on the client's desk, and your collection cycle times are cut in half.
As soon as your client applies their electronic signature, the sealed document and its tamper-proof audit trail certificate are automatically replicated into your internal Microsoft SharePoint subfolder, ready for immediate processing by your assistants and professional staff. Your teams maintain their existing workflows and internal document structure in SharePoint while offering your clients a seamless, modern exchange portal that is 100% compliant with your industry's strict standards—without exposing all your internal data to clients and external collaborators.
Allow your clients to designate another authorized signatory or delegate the approval of a business contract to a legal representative directly from the signing interface. By providing this flexibility without requiring your administrative staff to manually re-issue the document, you eliminate administrative bottlenecks and prevent mandates from stalling. The process maintains complete traceability: every signatory change is timestamped, logged in the audit trail certificate, and notified to your team.
Track the overall progress of your signature requests, document collections, and client deadlines from a single, real-time consolidated dashboard. With multi-criteria filtering by department, assigned professional, or status (e.g., To Do, Pending Client, Signed), your team and partners can view the exact state of your book of business at a glance. Instantly spot potential delays, eliminate time lost searching for files in email inboxes, and maintain full control over your operations. Flawless operational rigor that transforms day-to-day management... with a smile.
Ensure absolute customer service continuity—even during vacations or internal team absences. Convoflo enables any authorized firm member to review, manage, and approve signature requests or file collections created by a colleague. Say goodbye to files stuck in personal email inboxes during time off: your entire team gains shared, transparent access to conversation histories and uploaded documents.
A simpler, secure environment to deposit and retrieve documents, as well as complete electronic signature requests—without depending on scattered email chains or overly complex, rigid portals.
Less manual searching, fewer resent documents, less version confusion, and better tracking of what has been uploaded, viewed, signed, or downloaded.
A more structured, traceable, and secure environment featuring access control, automated file protection, and clear history retention. Compliance is now at the core of profitability.
Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.
Let's talk