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.
All 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.
Upload documents, define columns in natural language, and AI agents extract the data automatically.
Every client relationshipin one place.
Track clients, engagement stages, and account health. Import from CSV or connect your CRM.
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