ConsultingMeridian Advisory Group (placeholder client)

Client Portal for a Multi-Practice Consulting Firm

A custom client portal that replaced a dozen spreadsheets with one system for documents, invoicing, and project tracking.

Cut client onboarding time by 60%

Centralized 12 spreadsheets into one system

Launched in 10 weeks

Meridian's consultants were managing client documents, invoices, and project status across a patchwork of spreadsheets and email threads. We built a single client portal that gave both their team and their clients one place to track everything.

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