The AI workspace forconsulting teams
Ask anything.Get answers with sources.
Query your knowledge base in plain language. Meridian retrieves relevant documents and synthesizes answers like a senior consultant.
Three key recommendations:
- Consolidate DCs for $8M annual savings
- Implement demand sensing (15-20% reduction)
- Renegotiate carrier contracts ($3.2M)
Final_Deck.pptx
DC_Analysis.xlsx+2All your knowledge,finally organized.
Smart Folders automatically create organized knowledge bases by project, client, or topic. Sync from SharePoint, OneDrive, Drive, and more.
Generate proposalsin minutes, not days.
Select a template, point to relevant knowledge, and let AI draft a complete proposal. Edit, refine, and export to Word.
Extract data fromdocuments at scale.
Drag documents into a spreadsheet, define columns in natural language, and AI agents extract the data automatically.
| Document | Counterparty | Liability Cap |
|---|---|---|
 MSA_TechCorp.pdf | TechCorp Inc. | 2x annual fees |
| SaaS_Nexus.pdf | Nexus Software | $500K max |
| SOW_Acme.pdf | Acme Corp | Fees paid to date |
| License_DataVault.pdf | DataVault Ltd | 1x annual fees |
Every client relationshipin one place.
Track clients, engagement stages, and account health. Import from CSV or connect your CRM.
| Client | Engagement | Health |
|---|---|---|
AC Acme Co | Due diligence | Great |
RC RetailCo | RevOps playbook | Good |
CS CloudScale | Org redesign | At Risk |
FH FinHub | GTM strategy | Great |
Your firm's data,connected.
One-click integrations with the tools your team already uses. No migration, no IT tickets.
Get up and runningin minutes.
See how Meridian can help your team find information faster, extract data at scale, and keep every client relationship in context.
Book a demo