Meridian replaces your CRM, document tracker, trust ledger, and client portal with one CICC-grade platform that drafts emails using your case file, collects documents via magic-link, and books your monthly reconciliation in one click.
Most "immigration CRMs" are spreadsheets in a fancy wrapper. Meridian was built from scratch for the three things every Canadian immigration practice does every day.
Per-pathway document checklists, magic-link client uploads, automatic IRCC form pre-flight checks.
Double-entry trust accounting with SHA-256 hash-chain monthly reconciliation. Hand the report to any CICC auditor.
Auto-Context AI Writer reads the entire case file and drafts your client emails before you finish your coffee.
/ to translate, shorten, formalizeApply a pathway checklist to any case and Meridian generates the complete IRCC document list. Click "Send to client" and they get a passwordless secure portal — phone or laptop — to drag-and-drop everything in one place.
Each upload auto-flips the document to "received" in your tracker. The expiry engine pings you 60, 30, and 7 days before passports / police certs / medical exams die — automatically.
Every dollar in your trust account moves through a CICC-grade double-entry ledger. Per-client sub-ledger always reconciles to the bank. Lock the monthly reconciliation and Meridian hashes the snapshot, freezes it, and stores an immutable PDF report.
The system physically rejects an overdraft. Try to pay an IRCC fee from a client whose trust is empty — the database refuses the transaction. By-Law 7 compliance built into the schema.
Click "Draft email" on any case and the AI reads the entire file — client name, application type, current pipeline stage, missing documents, IRCC numbers, even your assigned RCIC's name and license. Then it writes the email.
No copy-pasting client briefs into ChatGPT. No "let me give the AI some context first." It already has the context. Stage-aware intent picker chooses missing-docs follow-up vs. status update vs. retainer top-up automatically.
Most legal-tech platforms add compliance features as an afterthought. Meridian's architecture starts with the regulator's requirements and works backwards.
Cloudflare Workers + D1 + R2 — all data residency in Toronto and Montreal. No US PATRIOT Act exposure.
PII is encrypted at the column level. Passport numbers, ircc.ca portal credentials, payment data — all keyed to your tenant.
Every write — every email sent, every document received, every trust transaction — appended to a SHA-256 chain. Auditors can verify nothing was deleted.
14-day free trial on every plan. Cancel anytime. Migrate from Officio with our white-glove import service.
For solo RCICs and small practices launching their first compliance-grade CRM.
For growing firms running multiple RCICs and a paralegal team.
For multi-office firms, white-label resellers, or referral networks.
Start a 14-day free trial. Migrate your data in a day. Walk into your next CICC audit with a green stamp.
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