Unify your Microsoft tools with the power of the Convoflo client experience
Natively connect your daily workflows—SharePoint, Outlook, and Entra ID—directly to your secure Convoflo spaces. Give your teams the comfort of their familiar tools while providing your clients with a modern exchange experience that is 100% compliant with your regulatory requirements (such as Law 25 in Quebec) and SOC 2 Type II certified.
Why SharePoint synchronization transforms your client file management
Unifying external collection and internal filing isn’t just about saving time. It eliminates Shadow IT, secures your document workflows, and ensures seamless archiving within your Microsoft environment without manual effort.
By connecting Convoflo to your Microsoft SharePoint infrastructure, you isolate your internal systems from direct web exposure to establish an optimal attack surface structure—a fundamental concept in cybersecurity. Your teams work within your firm's usual SharePoint environment, while your client exclusively accesses their own secure Convoflo space, guaranteeing strict compartmentalization and total confidentiality.
Seamless synchronization without manual transfers
By directly connecting your Convoflo secure spaces to your firm's SharePoint file structure, every document uploaded by a client is automatically copied to the right location. You eliminate 100% of manual file handling and email fragmentation.
Direct association or dynamic creation
Choose to link a secure space to an existing SharePoint subfolder, or let Convoflo automatically generate and name the new client directory according to your internal standards from the very first exchange.
Rigorous maintenance of your folder structure
Your filing rules by location, drive, year, or engagement type are applied without any involvement from your assistant(s). The structure remains impeccable and your files are always audit-ready.
Uncompromising compliance
Automated centralization on your servers combined with Convoflo security protocols provides complete traceability and sovereign control over your data—SOC 2 Type II certified and 100% compliant with Law 25.
Transform Outlook into an ultra-secure exchange gateway without changing your habits
Manage and secure your confidential communications directly from your inbox using our official add-in for Microsoft Outlook. Instead of juggling multiple applications or exposing sensitive data through standard email, you can convert an incoming message into a secure Convoflo space, attach large files, and file the entire history with a single click.
No more exhausting back-and-forth between your daily inbox and your archive folders. Whether you are using the classic, new, or Web version of Outlook, Convoflo integrates seamlessly to centralize document collection, automate file tracking, and guarantee absolute protection compliant with Law 25 and certified SOC 2 Type II. Get things done... with a smile.
Features that set Convoflo apart
Bi-directional SharePoint synchronization
Link your firm's file system directly to Convoflo. Every document deposited by a client in their secure space is instantly reflected in your internal SharePoint directory structure, and vice versa, while maintaining a tight permissions layer to prevent your clients from directly accessing your network.
Convoflo add-in for Outlook
Transform your inbox into a secure communication portal. Send encrypted messages and large files directly from Outlook, or file an incoming email into the right client's secure space with just one click.
Discover the Outlook add-inAutomated filling of incoming emails
Eliminate manual entry and missed messages. Convoflo automatically recognizes your registered clients' email addresses and reroutes their messages and attachments directly to their respective secure spaces.
Employee login via Microsoft Entra ID (Active Directory / SSO)
Simplify your IT access management. Your team members can log into Convoflo with a single click using their corporate Microsoft credentials, enabling instant access provisioning and revocation whenever personnel changes occur.
User authentication via Microsoft account
Provide a frictionless login experience for your corporate clients. Your contacts authenticate directly in their secure space using their professional or personal Microsoft account, without creating an extra password.
Automatic Outlook contact book synchronization
Maintain a single, up-to-date contact list at all times. Your Outlook contacts sync automatically with Convoflo to prevent double entries and speed up the creation of new secure spaces.
Custom Integrations: Deep Synergy with Your Microsoft Tools
A tailored deployment for your business workflows
Connect Convoflo directly to the heart of your software architecture using our open APIs and enterprise connectors. Instead of multiplying manual data entry, orchestrate intelligent automation rules with Microsoft Dynamics 365, PowerApps, and Power Automate.
No more information breakdowns between your internal CRM and your external communications. As soon as an opportunity is won in Dynamics 365 or a form is completed in PowerApps, Convoflo automatically generates the secure client space, links the corresponding SharePoint folder, and sends access invitations without any human intervention.
A shared benefit for your client, your team, and your organization
For your client
An ultra-seamless connection using their existing Microsoft account and a single point of access. Your clients deposit their confidential documents, review their history, and communicate without having to remember complex passwords or navigate through a rigid portal.
For your internal teams
The end of manual handling and file transfers. Your professionals and assistants send secure emails directly from Outlook, and client attachments are automatically organized in the right location within SharePoint thanks to intelligent two-way synchronization that preserves your internal permission segmentation.
For your organization
Centralized document governance and access management powered by Microsoft Entra ID (Azure AD). Eliminate Shadow IT, secure identities with enterprise MFA, and ensure sovereign, traceable archiving in Canada—100% compliant with Law 25 and SOC 2 Type II certified. Get things done... with a smile.
