Capture leads on your website. Manage cases in one place. Stay CICC-compliant by default. Meridian replaces your CRM, document tracker, trust ledger, and client portal with a single platform built specifically for Canadian immigration consultants.
A compact AI command center that lives on your website. Six modules, always one tap away. Your visitors get instant immigration help; you get qualified leads dropped straight into your CRM.
Embed a conversational interface that answers Canadian immigration questions accurately and refers all advice questions back to you.
Clients message your business number. The same AI replies, captures the lead, and creates the case. No app to install.
Self-serve consultation booking with deposit collection. Synced to your calendar, retainer flow auto-triggered on payment.
Eligibility checker across major Canadian immigration pathways. Instant qualification with explanations clients understand.
Curated IRCC news, summarized daily. Your visitors stay informed; you become the trusted source.
Real-time CRS cutoff predictions and processing-time analytics. Move clients off competitors who only show last week's numbers.
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, and automatic IRCC form pre-flight checks. Everything you need to assemble a clean application package.
Double-entry trust accounting with immutable monthly reconciliation. Hand the report to any CICC auditor.
An AI writer that reads the entire case file and drafts your client emails, IRCC submission letters, and refusal-response memos in your firm voice.
Most CRMs think a case is a row in a database. We think a case is a living workflow with documents, deadlines, regulators, and a client who needs answers fast. Here is what we do differently.
The major IRCC forms generated automatically from your case file. Side-by-side review before submit. No more copying the same date of birth into seven PDFs.
Missing a passport scan or proof of funds? Meridian texts the client, accepts the photo back, and drops it into the right place. You see it in your inbox when it is done.
An AI review pass on every package before submit. Surfaces missing translations, inconsistent dates, or weak supporting letters. Catch the rejection before the officer does.
Each application is given a risk read with the top concerns and what to do about them. Stop hoping for approval. Diagnose the weak points first.
Built for practitioners personally accountable to the College of Immigration and Citizenship Consultants. Every architectural decision was made with By-Law 7 in mind.
All data stored in Canadian regions. Client information does not transit the United States unless you explicitly enable a US service.
Personal information encrypted at rest. TLS in transit. Per-tenant key isolation. No secrets in plaintext.
Trust ledger cannot violate overdraft rules. Monthly reconciliation locks immutably. Hand the export to any auditor.
Every system action recorded in an audit log that can be cryptographically verified. No "trust us" compliance.
Explicit opt-in for SMS and email. SMS consent policy and privacy policy live and reachable.
Per CICC rules, client records held 7 years post-engagement. Automated retention with clean export bundles for handoff.
Choose a tier based on your firm size. Cancel anytime. Migrate from Officio, Calryl, or your spreadsheet in under a day.
For solo practitioners and small firms getting started.
For growing practices ready to automate the back office.
For multi-office firms with custom workflows.
No. The AI Chat module answers factual questions and qualifies leads. It is explicitly trained to refer all advice questions to the consulting RCIC. Every chat transcript is logged and inspectable. Your CICC license stays unencumbered.
Most firms are running on Meridian within one business day. We accept your existing exports, your Google Drive folder, your local case archive, or any combination. Our intake automatically sorts the files into the right pathway slots. Manual cleanup typically takes 2 to 4 hours.
Meridian generates the major IRCC forms using strict field maps validated against the canonical PDFs. Every form is reviewable side-by-side with the source data before submit.
Stored in Canadian regions. Per-tenant encryption. No data crosses into the United States unless you explicitly enable a US service like Twilio.
Yes. Every checklist starts from a master template and supports per-firm overrides. Add documents, change required-vs-optional flags, edit help text. Your edits flow into newly applied checklists automatically.
You get a full export bundle within 24 hours. Your data remains accessible for 30 days for re-import to another system. After 30 days it is permanently purged. CICC 7-year retention is your responsibility post-cancellation.
The Enterprise tier supports unlimited tenants under one organization. Each tenant has isolated data, branding, staff roster, and trust ledger. Common in multi-office firms or franchise networks.
Yes. 14 days, no credit card required. Includes full access to the Starter tier. Most firms decide within the first week.
Meridian was built because the existing options for Canadian immigration practitioners are spreadsheets dressed up as software. No real automation. No real compliance. No real respect for the work.
We started from how an immigration practice actually runs, mapped the work backwards, and built the platform around it. The result is a CRM that actually understands what an RCIC does day to day.
If you have ever lost a Saturday rebuilding a case file, or watched a client refusal because nobody noticed the passport expired, or chased a client for documents at 11pm, this is for you.
14-day free trial. No credit card required. Migrate your existing cases in a day.