The enquiry arrives, the assistant answers it, and what you keep is a case file with the conversation attached. No retyping, no lost leads in an inbox.
Intake is where practices lose money quietly. An enquiry arrives at nine at night, someone answers it two days later, the details are in an email thread, and the same answers get typed again when the file opens. Multiply that by a week of enquiries.
Meridian treats intake as the first part of the case, not as marketing.
The assistant on your website answers general questions from current IRCC sources, with citations, in more than thirty languages. It is your firm branding, not ours. Every conversation is captured with the visitor details and the intent behind the question.
Every enquiry lands with the visitor's own words and contact details, so the first call starts informed. To check a score or which program fits, use IRCC's official tools on canada.ca: the CRS tool and Come to Canada.
Convert the prospect and the case file opens with the conversation, the answers and the contact details already on it, plus the document checklist for the program you picked.
Document requests go out, the client uploads through the portal from a phone, and what is still missing is visible at a glance instead of living in your head.
Nothing here replaces your judgement. The assistant does not decide whether to take a client, it does not give advice, and it tells visitors plainly that it is automated and that a licensed representative reviews the work.
What it removes is the hour a day spent answering the same six questions and copying details from an email into a form.
Nothing has to be retyped, because everything the visitor already told you is attached.
Most firms lose more revenue to slow first replies than to anything else in the practice. The enquiry that waits two days for an answer has usually been answered by somebody else by then.
An assistant that answers at eleven at night is not a gimmick. It is the difference between a person who books a consult and a person who does not. Your part of the job, the judgement and the strategy, has not changed at all. The waiting has.
This also gives you something firms rarely have: a record of what people actually ask before they call. Read a month of conversations and you will know which page on your website to rewrite.
Wherever you already get them. The website assistant captures the ones that arrive on your site with the whole conversation attached, and anything that comes by phone or email can be entered as a prospect in a few seconds.
No. It answers general questions from current IRCC sources with citations, and it never assesses eligibility. Advice is yours to give. Every conversation is visible to you and the disclosure about automated answers is on the widget.
One action. The conversation, the answers and the contact details move onto a case file, and the document checklist for the program comes with it, so nothing is retyped.
You read the whole conversation first, so you know what the person asked before you book, and a consult is a consult rather than a triage call. To check a score or which program fits, use IRCC's official tools on canada.ca: the CRS tool and Come to Canada.
No. The website intake assistant is unmetered on every paid plan. The AI conversations counted on your plan are the ones your team has inside the system.
A short walkthrough on a sample case file, once we open to new firms.