A CRM purpose-built for RCICs: AI client intake, automated document workflows, real-time IRCC intelligence, and a website widget that converts leads while you sleep. One platform, every tool you need.
Every feature designed from the ground up for RCICs and Canadian immigration consultancies. No compromises.
Embed a sophisticated conversational interface directly on your website. Our AI assistant handles immigration questions with IRCC-level accuracy, guides clients through qualification, and seamlessly captures leads.
Automated Express Entry score calculation with real-time eligibility assessment. Instant feedback for clients on their qualification odds.
Comprehensive program screening across 30+ Canadian immigration pathways. Automatically recommends best-fit programs for each client profile.
AI-powered analysis of client profiles to recommend optimal application strategies. Learn from thousands of successful cases in the database.
ML-powered predictions of approval odds, processing times, and success factors. Make data-driven decisions on case prioritization.
SOC 2 Type II, PIPEDA compliant, end-to-end encryption. Your client data stays protected with bank-level security standards.
Upload your documents and internal templates. Our AI learns from your consultancy's expertise for personalized guidance.
Our widget automatically adapts to your website's color scheme, fonts, and design language. It scans your site and matches your brand identity so the chat feels like a built-in part of your website, not a third-party plugin. Zero design work required.
Every conversation automatically captures visitor details, qualification data, and intent signals. Export leads directly to your CRM or get instant email notifications for hot prospects.
Live Express Entry draws, IRCC forecasting, and policy monitoring - powered by Meridian AI.
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Radar monitors every IRCC rule, regulation, and guideline in real time - and pushes instant notifications to you and your clients the moment anything changes.
A unified platform that handles leads, clients, documents, billing, and analytics - so you can focus on what matters: winning cases.
Capture, qualify, and track every lead from first website visit to signed retainer. Automatic scoring, follow-up reminders, and pipeline views.
Secure cloud storage for passports, work permits, LMIA documents, and case files. OCR-powered search, version history, and client-facing upload portal.
Integrated booking with Setmore, Calendly, or your own system. Auto-reminders, timezone detection, no-show tracking, and rebooking suggestions.
Track retainers, generate invoices, and process payments. Automatic time tracking, trust accounting compliance, and payment reminders.
Real-time metrics on conversion rates, revenue, case outcomes, and team performance. Exportable reports for partners and compliance.
WhatsApp, email, web chat, and SMS in one unified inbox. Auto-route conversations, canned responses, and SLA tracking for response times.
Full audit logging for every action. RCIC/CICC compliance checklists, retainer agreement tracking, and conflict-of-interest checks built in.
Automate repetitive tasks - intake follow-ups, document request emails, status update notifications, and deadline reminders. Set it and forget it.
Polaris is the full Meridian CRM: the desktop cockpit where RCICs and staff run every case from first lead to final decision. It is the most complete immigration practice system ever built in Canada.
Sonnet-grade AI with full case context — every document, family member, ATIP record, and timeline event. Ask "what's missing from this checklist?" and get an answer grounded in your case.
One AI assistant across every page. Ask it to create a task, draft an email, find a client, look up a NOC code, convert IELTS to CLB, or run an LMIA wage check — it just does it.
AI scans GCMS notes, refusal letters, and criminal records. Flags inadmissibility under IRPA s.34/35/36/37/38/40/41, equivalency analysis, H&C grounds — with statute citations.
Refused case? Feed the refusal letter to the engine. It generates a draft reconsideration request citing IRCC frameworks, prior jurisprudence, and the exact arguments that need rebuttal.
What's the probability of the next Express Entry draw? What CRS cutoff to expect? Probability-of-ITA simulator, what-if analysis, and improvement recommendations — for any client profile.
For every stuck case, an AI co-pilot proposes the next 3 pathways the client could pivot to, ranked by fit, cost, and timeline. Promote one to a new case in a click.
Drag in any PDF. AI classifies it — passport, GCMS notes, ECA, LMIA, work permit, refusal letter — and files it into the right case slot. No more "where did I save that?".
Collect documents from leads BEFORE retainer signing. Set retention rules, auto-attach to the case on conversion. No more chasing passports from new clients on day one.
Every uploaded document becomes structured data. Passport scanned → MRZ extracted → expiry written to case header automatically. Forms read themselves.
Every active IRCC form (IMM 5710, 5708, 5257, 5283, EE PR, work permit, LMIA, study, family class). Auto-routing into cases, version tracking, prefill stub for Tier-2.
One search bar. Find any document, client, case, email, or task across your entire firm — including OCR'd text inside PDFs. Sub-100ms across 10,000s of records.
Daily encrypted backups to R2. Granular per-row rollback — accidentally delete a case? Restore just that case from any of the last 30 daily snapshots in 2 clicks.
Every chat conversation, form submission, and document a lead sent BEFORE signing — bridged into the case automatically when they retain. Zero lost context.
State-aware top bar, non-linear timeline with ADR branches, persistent sidebar, 6 tabs (Overview, Family, Documents, Chat, Comms, Activity). Built for actual practice flow.
Build the principal applicant, spouse, dependants, and accompanying status with the same vocabulary IRCC uses. One source of truth across every form and every case.
AI-driven NBA bar on every case: tells you the single highest-leverage thing to do next, with a button to do it. No more "what should I work on?" paralysis.
Cases that haven't moved in 30+ days get flagged automatically. AI suggests reactivation paths — chase a document, change strategy, propose a Plan B.
Sponsorship + dependent + parent file all on the same client? See the ecosystem cascade — change one case status and the visualizer shows every downstream file affected.
Official IRCC CRS scoring with every variable — age, education, language, work experience, spousal factors, provincial nomination, sibling bonus. Optimization mode included.
Search NOC code by job title with TEER classification, duties, qualifications, and program eligibility (Express Entry, PNP, BCPNP, OINP, AAIP, MPNP). Verified table only — zero AI hallucinations.
IELTS, CELPIP, PTE Core → CLB. TEF Canada, TCF Canada → NCLC. Section-by-section input. Returns the lowest section + program-eligibility verdict.
Provincial median wage by NOC + province + year. Used to validate LMIA job offers in seconds — the same data ESDC uses, kept fresh by automatic Open Government pulls.
Rule engine that watches every case for compliance triggers — retainer agreement signed, conflict check done, IP1 deadline tracked, RCIC oversight log. Audit trail built in.
Event-driven automations: when a case moves to "Submitted", auto-send a confirmation, schedule a 2-month follow-up, file all related receipts. Build your own without code.
WhatsApp, email, web chat, SMS — all into one threaded view per client. Auto-route, canned templates, SLA timers, voice-notes, and image attachments.
Real-time WebSocket-backed chat for staff — direct messages, channels, threads, file attachments, mentions. Built on Cloudflare Durable Objects for sub-100ms delivery.
iOS + Android companion app. Today's bench, RCIC approvals, Express Entry draws, policy alerts, voice intake, camera document capture, biometric login.
Variable-aware templates: passport-request, ECA-instructions, refusal-debrief, retainer-followup. Personalised per client + case with one click. Tracked in the case Comms tab.
Background workers watch GCKey, IRCC news, policy alerts, hansard, gazette, ATIP releases, and provincial PNP boards. Anything that affects your cases pushes to your phone instantly.
7am AI push: yesterday's wins, today's deadlines, new draws, your top 3 priorities. The 2-minute read that replaces 30 minutes of catching up.
Each firm gets its own subdomain, branding, logo, accent colour, and isolated data perimeter. Built for solo RCICs, growing firms, and enterprise consultancies.
Granular permissions per role: Principal RCIC, Staff RCIC, Paralegal, Reception, Read-only. Two-person approval workflows for high-risk actions.
Retainer balances, trust transfers, invoicing, time-tracking with per-staff rates, expense capture, and compliant retainer disclosure statements.
Daily, staff-level, and date-range CRM downloads. Conversion funnel, NPS, processing-time histograms, revenue by pathway, RCIC oversight ratios — all exportable.
Switching from Clio, Boss Tracker, Owl, MetaJure, or a spreadsheet? The migration engine pulls your data in, deduplicates, learns mappings, and gives you a clean import receipt.
Lost a device? Remote-wipe sessions from your firm. Every action — view, edit, delete, login, share — written to an immutable audit log with R2-archived receipts.
AI assistant, intake form, eligibility check, CRS calculator, document upload, and consultation booking — embedded on your existing site with a single line of HTML. No redesign required. Your clients get the tools; your firm gets the leads.
The #1 concern every RCIC has before adopting new technology. We built Meridian around this principle from day one.
We will never copy, store, or access your client information without your explicit written permission. Your client conversations belong to you and your consultancy alone. We fully understand the CICC Code of Professional Conduct and the rules around consultant-client privilege and client confidentiality. Even our own engineering team cannot view your data without your written authorization. When you subscribe, you control exactly who sees what. Full stop.
Your client data is never shared with third parties. Not advertisers. Not analytics companies. Not partners. Not anyone.
Even Meridian staff cannot see your client conversations. No admin backdoor. No master key. Written permission required.
Built to meet the CICC Code of Professional Conduct and RCIC regulatory requirements. Compliance baked into every layer.
Export anytime. Delete anytime. Cancel anytime and everything goes with you. No lock-in contracts. No hostage games.
TLS 1.3 in transit, AES-256 at rest. Tenant-level encryption keys. No cross-contamination between firms. Ever.
Fully compliant with PIPEDA's 10 fair information principles and provincial privacy legislation including BC and Alberta PIPA.
Read our complete Privacy Policy and Terms of Service
Get a single line of code from your dashboard. Paste it anywhere on your website. Works with WordPress, Wix, custom sites.
Customize colors, branding, and response behavior. Toggle features on/off to match your consultancy's service model.
Track conversations, qualification rates, and conversion metrics. Use insights to refine your messaging and improve results.
Deploy on WordPress, Wix, Squarespace, Shopify, or custom HTML. No technical expertise needed.
Trusted By
Waymark Immigration
Meridian was not built in a vacuum. It was built inside an immigration firm, by people who live and breathe Canadian immigration every single day.
We have spent years working directly with clients navigating Express Entry, PNP applications, LMIA processes, study permits, family sponsorships, and refugee claims. We have filled out hundreds of IMM forms by hand. We have sat across the table from families whose entire future depends on getting the paperwork right. We know what it feels like when a client calls at 11 PM panicking about a deadline, when the IRCC portal changes overnight, or when a simple eligibility question turns into an hour-long conversation that could have been answered in seconds.
That lived experience is why Meridian exists. We did not read about immigration consulting in a textbook. We built this technology because we saw the problem firsthand: thousands of newcomers to Canada face an overwhelming system. They have straightforward questions like "Am I eligible for Express Entry?" or "What documents do I need?" But getting answers means booking a $200+ consultation, waiting days for a callback, or scrolling through outdated forum posts at 2 AM.
On the other side, RCICs and immigration consultancies are buried in repetitive questions that consume hours of billable time. The same 50 questions get asked hundreds of times, but each one still requires a consultant's personal attention. That is time taken away from complex casework, strategy sessions, and the high-value work that actually moves cases forward.
Meridian changes this equation entirely.
We are putting an AI immigration assistant on every RCIC's website. One that answers client questions 24/7, accurately and instantly. Visitors get the help they need at the exact moment they need it. Firms capture every lead instead of losing them to competitors. And consultants can finally focus on what they do best: complex casework, strategy, and actually moving files forward.
Our goal is to make Canadian immigration stress-free, accessible, and affordable for everyone. No more paying $200 for a simple eligibility question. No more waiting days for a callback. No more navigating the system alone at midnight. We believe every RCIC deserves AI tools that were once only available to the largest, most well-resourced firms. And we are building exactly that, right here from British Columbia.
Sukhveer brings years of hands-on immigration experience as Managing Partner at Waymark Immigration, where he has helped hundreds of clients navigate the Canadian immigration system. From Express Entry profiles to complex LMIA applications, he has seen every corner of the process. That frontline experience is what drives Meridian's product decisions. Every feature, every AI response, and every compliance safeguard was shaped by real cases and real client interactions. Sukhveer built Meridian because he knew exactly what immigration professionals need, because he is one.
Arshdeep Singh Brar, a Regulated Canadian Immigration Consultant (RCIC), played a critical role in testing and validating Meridian's AI responses against real-world immigration scenarios. His regulatory expertise ensured that every answer the AI generates meets the professional standards set by the College of Immigration and Citizenship Consultants (CICC). Arshdeep's rigorous testing across Express Entry, family sponsorship, study permits, and work permit pathways helped shape an AI that consultants can actually trust with their clients.
Our AI will automatically fill out official IRCC immigration forms (IMM 0008, IMM 5645, IMM 5406, IMM 5562, IMM 1294, IMM 0008 Schedule A, and more) by extracting information from client conversations and uploaded documents. What takes an RCIC 45 minutes of manual data entry will be completed in under 60 seconds with 99%+ accuracy. Every form is reviewed by the consultant before submission. No more typos. No more missed fields. No more repetitive data entry.
Let your AI handle your consultancy's social media presence. Meridian will automatically generate and schedule immigration news posts, Express Entry draw announcements, program update alerts, educational content, and engagement posts, all branded with your consultancy's identity and voice. Post to Instagram, LinkedIn, Facebook, and X (Twitter) without lifting a finger. Turn your practice into a thought leader while you focus on casework. AI-generated content, human-approved quality.
Meridian uses proprietary AI technology trained on comprehensive IRCC regulations, program requirements, policy manuals, and operational bulletins. We continuously update our knowledge base to reflect the latest changes to immigration regulations and programs.
The AI provides guidance and initial assessments but always recommends clients work with a qualified RCIC for official immigration advice. Think of it as your first-line qualifier and educational tool. All outputs include appropriate disclaimers about the need for a licensed immigration consultant.
Setup is incredibly fast. You'll get a single line of embed code to paste into your website, less than 5 minutes. Basic configuration (colors, branding) takes another 10-15 minutes. Advanced features like RAG document uploads can be configured as needed.
Absolutely. We're SOC 2 Type II certified, PIPEDA compliant, and use end-to-end encryption for all data. Client conversations are stored securely and never used for model training. We take data privacy seriously. Your client information is never shared with third parties.
Yes! The Professional and Enterprise plans include full customization. Change colors, logo, welcome message, button text, and more. Enterprise customers can even white-label the entire widget to remove Meridian branding.
You'll get a notification when you're approaching your limit. You can either upgrade to a higher tier or enable overage billing at a per-conversation rate. No service disruptions. We'll let you know with plenty of notice.
Automate client intake, answer immigration questions 24/7, and grow your practice with AI.
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