Meetings, email and the calendar, joined to the case file so nothing has to be copied across. Nothing here is required to run the practice.
An immigration file already lives in too many places. The point of these connections is to reduce that number, not to add a settings page nobody opens.
Each one does a specific job, and each one writes back to the case so the record stays complete.
Start and log client consultations straight from the case file. Meeting links land on the timeline automatically.
A Meet link on every booking, so consultations go out with the invite and nobody pastes anything.
Meet and chat where your firm already works. Teams meetings schedule directly from Meridian.
Send and file case email from the unified inbox. Every message threads onto the right client record.
Two way sync with smart scheduling. Consults, deadlines and check ins appear on the calendar you keep.
One line of code puts the Meridian Bar on your own site, capturing enquiries with the conversation attached.
Two things that are part of Meridian rather than a connection to somebody else, because they matter more than most integrations:
We would rather list five connections that work than thirty logos that lead to a waitlist. What is above is what is connected today.
Deeper Microsoft mail and calendar support, accounting connections and a documented public API are on the list. When they ship they will appear here, and not before.
A long logo wall is easy to build and tells you almost nothing. Four questions separate a working connection from a screenshot.
That last question is why signing and the IRCC portals are ours rather than a partnership. They are too central to the work to depend on another company staying in business.
No. Everything works without connecting anything. The integrations exist so the meeting, the email and the calendar you already use do not become a second place to look.
Google Calendar, both ways, so consults, deadlines and check ins appear on the calendar you already keep.
Yes, through Gmail in the unified inbox, and every message threads onto the right client record instead of living in one person mailbox.
Teams meetings schedule from Meridian today. Deeper Outlook mail and calendar work is on the list and is not shipped yet, and we would rather say that than imply otherwise.
Yes, and the developer terms are published. Talk to us about what you are building before you start, because the shape of the API is still moving.
Not yet. Invoicing and case financials live in Meridian and export, but there is no direct accounting connection today.
A short walkthrough of an actual file, once we open to new firms.