A Smarter and More Centralized Client Messaging System

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-ups.
• Secure client messaging: all exchanges are encrypted, traceable, and compliant with best data protection practices.
• Increased productivity by reducing the number of steps needed to access information

Use Cases

• CPAs: During tax season, the inbox makes it easy to track documents received from clients, follow up on pending items, and quickly retrieve recently sent files for review or signature.
• Notaries: Centralize received documents (IDs, powers of attorney, deeds) as well as communications related to a file, ensuring nothing is missed when drafting or signing deeds.
• Financial Services: When processing loan, insurance, or investment requests, quickly access documents sent by clients, approval or consent messages, and send the next steps with a single click.

With Convoflo, your secure client messaging system becomes a true operational dashboard, combining clarity, speed, and compliance.

Thank you for your time !

- The Convoflo Team