Meetings, email, calendar and documents, 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.

Meet links come through Google Calendar, so consultations go out with the invite and nobody pastes anything.

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.

Bring documents from your firm's Drive into a case file without downloading and uploading them again.

Pull client documents from your firm's Dropbox straight into the right case file.
Outlook mail and calendar connect to Meridian, for firms that run on Microsoft.
Bring documents from your firm's OneDrive into a case file without downloading and uploading them again.
And your own website: one line of code puts the Meridian Bar on it, capturing enquiries with the conversation attached. How the website assistant works
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 eight connections that work than thirty logos that lead to a waitlist. What is above is what is connected today.
No public API yet, and no accounting connection. If either ships, it 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. Outlook calendar connects too.
Yes, through Gmail in the unified inbox, and every message threads onto the right client record instead of living in one person mailbox. Outlook mail connects too.
Outlook mail and calendar and OneDrive connect today. Microsoft Teams does not.
Yes. Documents in your firm's Google Drive, Dropbox or OneDrive can be brought into the right case file without downloading and uploading them again.
No public API yet. Tell us what you need connected and we will say plainly whether it is coming.
Not yet. Invoicing and case financials live in Meridian and export, but there is no direct accounting connection today.
A short walkthrough on a sample case file, once we open to new firms.