Solution
Put an end to the chaos of email attachments. Give your clients a dedicated space for their files.
In too many organizations, one document arrives via email, another through a file-transfer tool imposed by the client—not to mention client portals that add yet another layer of friction: they’re inflexible, complex, and underutilized.
The result: clients favor unsecured email, multiply communication channels, and further fragment the case file. Convoflo lets you move away from this model by centralizing files in a structured environment, with a clear history and better traceability to avoid unnecessary back-and-forth.
The problem isn't transferring a file. It's managing it properly afterward.
The real issue isn't just sending a document. It's keeping files accessible, properly organized, easy to find, and secure over time within a continuous sharing model.
Simple for your client
Clients can send files effortlessly—even the largest ones—drop documents directly into a dedicated space, and respond to your requests without ever going back to their email inbox. This remarkable ease of use fosters immediate autonomy, breaks down technology barriers, and eliminates administrative friction.
Your clients access their secure space in a single click, with no passwords to remember and no complex software to install—saving your team from turning into an impromptu IT helpdesk just to guide a file upload.
Fewer scattered channels
Permanently eliminate informal exchange channels and non-compliant external download links. Provide your clients and team members with a continuous chat history and a centralized source of truth that speeds up file processing, clarifies contextual exchanges, and eliminates human error risks.
Better document continuity
Every document has a story, attached instructions, and associated decisions. In traditional environments, this contextual value is systematically destroyed when a file is extracted from an email to be saved in a local folder or transferred via an external link.
With Convoflo, files never lose their context: they remain organically attached to their original conversation thread within a dedicated secure space per client. This native document continuity creates a clear, centralized, chronological history, allowing any team member to pick up a client file instantly—without information loss or administrative friction.
Even More
Concrete features that set Convoflo apart
Bulk document dispatches
Broadcast confidential documents (invoices, reports, forms) to multiple clients simultaneously with a single click. Every recipient receives their content inside their own secure space, ensuring complete isolation and significant time savings for your team.
Bulk folder creation
Automatically generate a structured subfolder hierarchy for a client group or your entire organization. Ensure a uniform, rigorous filing structure as soon as a new mandate opens—without any repetitive manual tasks.
Simple file drop, even for large files
Your clients can send files effortlessly—even large ones—and drop them directly into a dedicated space designed for this purpose. The experience remains simple, seamless, and built for immediate adoption.
Client-initiated folder creation
Convoflo can also give your clients the ability to create folders to upload their documents, adding flexibility while keeping information within a structured framework.
Smart file request
Request, receive, and approve your clients' documents all within a single secure space—complete with automated reminders, reusable templates, and a full overview of all your requests.
Discover file requestsDocument send with notes
Add context directly when sending a document using integrated notes. The file and its explanation stay together, right inside the active collaboration thread.
Grouped notifications
Instead of sending multiple alerts to the same recipient, Convoflo can group notifications to reduce noise and make discussions much easier to follow.
Learn moreRead confirmation
Easily confirm receipt of your messages and attachments with read receipts, so you can track the true delivery status of important sends.
Fast ZIP download
Download multiple documents all at once using fast ZIP retrieval to accelerate work on heavier client files.
In-platform fillable PDF forms
Allow your clients to fill out PDF forms directly within the platform, without ever leaving the secure environment or adding extra steps.
Automatic antivirus scanning
Every file uploaded to Convoflo is automatically scanned, suspicious files are blocked, and all actions are logged. This adds a native layer of security without complicating the user experience.
Outlook add-in
Convoflo's add-in completely eliminates change management friction. You stay in the Outlook environment you already use 8 hours a day, while Convoflo seamlessly secures your exchanges in the background.
Discover the Outlook add-inSharePoint documents
Powered by two-way synchronization, every document uploaded by your clients into their Convoflo secure space is automatically copied to the right folder within your internal Microsoft SharePoint environment. Your team gets instant access to supporting files directly from their familiar folder hierarchy—with zero manual handling or email transfers.
Learn moreBulk dispatches & requests
Label-based bulk dispatch and file requests allow you to orchestrate campaigns or client file onboardings across dozens of clients in a single click. Every recipient interacts within their own private, isolated space, eliminating any risk of recipient disclosure errors (Bcc leaks) and automating your recurring document collection without any manual follow-up.
Why this approach truly transforms daily operations
A well-designed file environment inevitably makes your client files more profitable. When documents are accessible in the right place, within a clear and secure structure, files move forward faster and require far less manual support.
Your documents, always accessible
Instead of searching through archives to resend a document to a client who misplaced an attachment, empower them to find it on their own in seconds. In a traditional firm, resending past financial statements, tax notices, or prior-year contracts creates significant, non-billable administrative waste for your team. Powered by Convoflo’s continuous sharing, every client accesses a single secure space where their files remain organized and accessible at all times.
Your clients become 100% autonomous, your staff stops playing on-demand archivists, and your firm reclaims valuable time on every client file.
Your always-optimal client experience
Offer your clients a sleek, custom-branded platform where they can view and transmit their files with zero technical barriers. Sending documents paired with contextual notes allows you to inject precise explanations right at the heart of the platform, eliminating fragmentation between your messages and attachments. This unified approach elevates how your clients perceive your organization.
Real security over theoretical security
A client portal can boast the highest encryption standards in the world, but if it is too complex and rejected by your clients, it fails to do its job.
Faced with common micro-frictions—forgotten passwords, tedious logins, and clunky interfaces—clients inevitably return to unencrypted email, exposing your firm once again to data leaks and compliance breaches.
Convoflo's true strength lies in its remarkably simple client experience. By delivering seamless, password-free access with zero technical support required, Convoflo drives an exceptional adoption rate from day one. It is this spontaneous client engagement that eliminates informal channels and truly secures your firm every day.
A Triple Advantage
A shared benefit for the client, the team, and the organization
For your client
A simpler secure environment to upload, retrieve documents, and complete requests—without relying on endless email chains or rigid, overly complex portals.
For your internal teams
Less manual searching, fewer document resends, less version confusion, and better tracking of everything deposited, viewed, or downloaded.
For your organization
A more structured, traceable, and secure environment—complete with access control, automated file protection, and a clear retained history. Maintaining compliance is now at the very heart of profitability.
Replace scattered file attachments with a true secure file space
With Convoflo, file transfers and document management become simpler for your clients, more efficient for your teams, and far more consistent across the entire client file.
