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Convoflo 2.20: Messages, files, signatures: all gathered in a single Inbox

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Convoflo · Client Messaging Your Convoflo inbox just got bigger: all your exchanges in one place Messages, files, signature requests, and secure space shares — now all unified in a single Inbox. Your Convoflo inbox is no longer limited to messages. It now seamlessly includes file uploads , signature requests , and secure space shares . With this evolution, Convoflo delivers on its promise. One single entry point : no more switching between emails, external notifications, or multiple platforms. A consolidated view : every action — message, file, signature, or share — appears in one place. A promise kept : a client-messaging platform that secures and centralizes your client communications, unlike email where attachments and details scatter across threads. The result: total clarity and instant traceability . Use case — Unified inbox in action ...
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Convoflo 2.19: Even More Security, Customization... and Simplicity!

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Convoflo 2.19: Even More Security, Customization... and Simplicity! Version 2.19 of Convoflo is now available, marking another important step in our mission: to provide a customer collaboration platform that is secure, modern, and intuitive. 1) Goodbye Passwords, Hello Passkeys Convoflo now supports passkeys — a passwordless authentication technology based on WebAuthn and FIDO2 standards. This means you can log into your account using: Your device’s facial recognition or fingerprint system (Windows Hello, Touch ID, etc.) Or your local system password The result: no need to remember your password or email. A simple action is enough to authenticate quickly and securely. Technical Requirements Compatible browsers: Chrome, Edge, Safari (latest version) Device compatible with a biometric method or system password 2) Extended Visual Customization Organizations with a custom branding plan (B3) can ...
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Say goodbye to passwords: welcome to passkeys

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Say goodbye to passwords: welcome to passkeys Convoflo version 2.19 marks an important step in security and ease of access: the support for passkeys. This emerging technology transforms how you access your online applications — and you'll never have to remember a password again. But what exactly is a passkey? How does it work? And what are the prerequisites to use it with Convoflo? Let us explain everything below. What is a passkey? A passkey is a cryptographic access key that allows you to authenticate to an application without having to enter a password. It relies on an open standard called WebAuthn (Web Authentication), developed by the W3C and the FIDO Alliance (Fast Identity Online). Unlike passwords, passkeys are: Immutable: They cannot be intercepted or guessed. Phishing-proof: They cannot be stolen through a fake website. Device-bound: They stay on your phone or computer and never leave your device. How does it work technically? Passkeys rely on asymmetric cryptography: A p...
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Convoflo version 2.18 is now available!

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  ✨ Version 2.18 — A Major Leap Forward for Secure Client Messaging We’re excited to introduce Convoflo Version 2.18 — a powerful update that redefines how you communicate and collaborate through secure client messaging. Here’s a breakdown of what’s new, along with the key benefits for you and your clients. A Redesigned Secure Messaging Experience Revamped Messaging Interface The new secure client messaging experience features a layout inspired by popular chat apps like Facebook Messenger. Conversations are now organized by secure space and sorted from newest to oldest, with a clean, modern bubble-style interface. Quick replies are just one click away. Benefit: Faster, more intuitive interactions with clients — especially helpful for notaries and CPAs managing high volumes of back-and-forth exchanges. A Smart Inbox, Just Like Email Centralized Message Feed Introducing a Gmail-style inbox that lists all incoming messages across all spaces. Powerful filters help you sort thr...
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A Smarter and More Centralized Client Messaging System

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A Smarter and More Centralized Client Messaging Solution Convoflo enhances its user experience with a new unified inbox designed to simplify the daily tasks of professionals. Thanks to this update, you now have access to all of your priority messages, recent sends, and received content, all in one place, whether it’s documents or messages. Gone are the days of wasting time navigating between different folders or searching for a file in the conversation thread. This feature centralizes all important items and allows you to maintain a smooth and secure follow-up with your clients. Whether it’s for active exchanges, critical follow-ups, or file uploads, you now have a complete and structured view of what matters. Concrete Benefits Consolidated view of all content (messages and documents), whether sent or received. Quick access to priority items, so you never miss an essential communication. Significant time savings , especially useful during peak periods or when managing complex follow-...
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New Features in Convoflo 2.17

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  New Convoflo Features Convoflo 2.17: More Autonomy, Fluidity, and Control We are excited to announce version 2.17 of Convoflo, bringing major improvements to streamline your document and communication management. This update focuses on enhancing integrations, accelerating e-signature workflows, and optimizing message exchanges. What’s New in Version 2.17? 🔹 Autonomous and Bidirectional SharePoint Connection Connecting to SharePoint is now simpler and more powerful. You can now establish the connection directly from the Integrations tab, without any complex configurations. And the biggest update? Synchronization is now bidirectional! Any document added in Convoflo automatically appears in SharePoint, and vice versa. 🎯 Benefit: An optimized workflow where your files are always synchronized, no matter where you upload them. No more manual transfers or duplicates! 🔹 Integrated Signature Designer Applying signature fields is now fully integrated into Convoflo. No more redirections:...
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Convoflo New Features Version 2.16

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New Convoflo Features Simplify Customers communication Management for Professional Services At Convoflo, we are committed to making the operations of professional services firms easier with innovative, practical, and secure features. Our latest update directly addresses the flexibility, efficiency, and compliance needs of professionals. Here’s how version 2.16 simplifies your daily processes: 1. Recovery of Partially Signed Documents  Access partially signed versions of documents immediately without waiting for final validation.  Main benefit:  Increased visibility and control throughout the signature process. Once documents are partially signed, an updated version is immediately available in Convoflo for download by authorized parties. Users can also track in real-time how many signatures are still needed. Example:  A firm can quickly retrieve contracts already partially signed to review them before final approval.  2. Microsoft Entra ID (formerly Azure Active ...
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Convoflo achieves SOC 2 certification

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Convoflo achieves SOC 2 certification We are proud to announce that Convoflo has officially obtained SOC 2 certification, a reference standard in data security. This certification demonstrates our ongoing commitment to protecting our users' information and offering a secure client messaging platform that complies with the most rigorous standards. What does it mean? Increased trust: All our users' data is processed in an environment that complies with the highest standards of security, confidentiality and integrity. Enhanced compliance: As an organization, our customers benefit from a partner who understands and supports your regulatory compliance needs. Peace of mind: SOC 2 certification attests to our ability to guarantee the security and confidentiality of your business communications. We're delighted to reach this important milestone, and remain determined to continue innovating while putting security and reliability at the heart of our priorities. Thank you for you...
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New features in Convoflo, Version 2.12

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Discover the latest improvements from Convoflo, your secure messaging-client platform. This update introduces key features for better integration with SharePoint and enhanced CSV file management.  SharePoint connection We are pleased to announce the private beta availability of SharePoint connection for select customers. This feature allows you to efficiently integrate Convoflo with SharePoint. Here are the details: Folder synchronization  Users can now synchronize folders between Convoflo and SharePoint for simplified document management. Uploading files Upload files from Convoflo to SharePoint seamlessly. Creating and deleting folders  Create and delete folders in Convoflo, and these actions will be reflected in SharePoint. You can also delete files.  Updating and moving files and folders Files and folders can be moved and updated synchronously between Convoflo and SharePoint. Files moved to a synchronized folder will also be moved to SharePoint, while files moved ...
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Implementation of a secure client-messaging: 9 pitfalls to avoid 💡

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Here are the 9 pitfalls to avoid when evaluating and integrating a technology solution to secure exchanges with your clients: 1. Hasty Selection of Non-Scalable Solutions: Opting for a solution without considering scalability can lead to costly transitions. Savvy companies evaluate future growth potential, preserving the initial investment. Example: Choosing a messaging platform that doesn't support integration with other crucial tools, limiting scalability as the company grows. 2. Ignoring In-Depth User Needs Analysis: Effective technologies precisely meet user needs. Skipping thorough analysis can result in unused features and minimal adoption. Understand business processes and tailor the technology accordingly. Example: Implementing a messaging solution with complex but unused features (or very difficult to use), creating resistance to adoption. 3. Neglecting Training: Even the best technology will fail if users don't adopt it. Invest in robust training to ensure widespread ...
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