How it works
Set up in an afternoon.
Four steps: brand it, invite clients, move the work in, and let follow-up run itself.
Add your brand once.
Upload your logo, pick your colors, point your domain. Every client workspace uses it, along with every invite, notification, and signed PDF.
It takes minutes, and you do it once.
Workspace branding
Logo
meridian-mark.svg
Brand colors
Savedclients.meridiandesign.com
Custom domain · Agency plan
Open a workspace per client.
Each client gets a private workspace: threads, projects, files, and documents to sign. Invite them with one link. The first screen shows exactly what needs them.
Welcome back, Dana
2 things need you today
Homepage v2
Ready for your review
Services agreement
Your signature is next
Move the work inside.
Start a project, drop in files, send the contract. Every comment, approval, upload, and signature lands in the thread with full history.
Your team sees everything, across every client.
Homepage refresh
Design reviewApproval logged · next stage open · history kept forever
Let the follow-up run itself.
Anything waiting on a client joins one list. After 48 quiet hours, a polite reminder goes out under your name. When they act, it clears.
You always know who owes you what.
Waiting on client · all 34 clients
3 openReyes Family Dental
Homepage copy approval
Hartley & Voss LLP
Signed services agreement
Blue Door Bakery
Approved in the portal · cleared itself
Clears itself the moment the client acts
A few things that are always true.
Your brand, everywhere.
Clients see your name in the app, on every notification, and on every signed PDF. Ours appears nowhere.
One place, one history.
Every message, file, and signature stays with its client and project, searchable forever.
AI helpers stay off until you say so.
Each AI feature is a separate switch, shipped off. Drafts wait for your edit.
Email is the safety net.
Buried clients can reply by email and it lands in the right thread.
Leaving is easy, by design.
Full export anytime, and source escrow in the terms.
That's the whole walkthrough.
If it fits your agency, pricing is three flat numbers.