Context infrastructure for professional services agents.

Resolve template, scope, and requirement conflicts with audit trails.

Book Demo

How Professional Services Agents Use Meridian

When agents hit conflicting deliverable versions, scope changes, or stakeholder requirements, we resolve with full provenance and compliance tracking.

Resolve Deliverable Template Conflicts

Your agent finds client deliverable template v2.1 approved by legal, but team is using v1.9. We determine which version has proper sign-off with full audit trail.

Example

"Agent asks: 'Which contract template should we use for Acme Corp?' Legal says v2.1, project folder has v1.9"

Result: We return: 'v2.1 — approved by legal on 2/10 with updated indemnification clause. v1.9 lacks required terms.'

Track Regulatory Compliance Changes

When regulations change, track which client engagements need updated approaches. We map policy changes to affected deliverables and client commitments.

Example

"Agent query: 'Which active engagements are affected by new GDPR requirements?'"

Result: We return: List of affected clients with specific deliverables needing updates, based on contract terms and data processing agreements.

Detect Scope Creep in Real-Time

Your agent monitors for when client requests diverge from SOW. We track original scope vs current work and flag conflicts before they become billing issues.

Example

"Agent detects: Client requesting feature not in original scope document"

Result: We flag: 'Request exceeds SOW defined on 1/15. Requires change order per contract terms section 4.2.'

Resolve Client Requirement Conflicts

When client requirements conflict across stakeholders, we determine which is authoritative by tracking approval workflows and decision chains.

Example

"Agent finds: VP wants approach A, Director approved approach B in kickoff"

Result: We return: 'Approach B is official per signed kickoff doc on 1/20. VP request needs formal change approval.'

The Consulting Knowledge Problem

Before Meridian

  • ✕Weeks searching for relevant past engagements
  • ✕Senior consultants leave, taking expertise with them
  • ✕Duplicate research across engagements
  • ✕No way to know what approaches actually worked

With Meridian

  • ✓Find relevant case studies and methodologies in seconds
  • ✓Partner knowledge accessible to entire team forever
  • ✓Reuse 80% of past analysis automatically
  • ✓Data on what recommendations drive renewals