Platform Overview

Everything inside Meridian

Case management, client portal, billing, and intake — combined with AI legal drafting, EOIR judge intelligence, and live policy monitoring. Built exclusively for immigration attorneys.

Full Case Lifecycle Tracking
Manage cases end-to-end — status, assigned attorney, receipt numbers, A-numbers, priority, progress, and notes, all in one record.
Client Profiles
Complete client records: contact info, country of origin, language, A-number, DOB, address, custom notes, and prominently displayed email & phone.
Deadline Management
Track USCIS, EOIR, Court, and internal deadlines with Critical / High / Medium / Low priority levels and auto-sync to Google Calendar or Outlook.
Task Management
Create, assign, and track tasks across cases and staff. Set due dates, priorities, and completions — viewable from a unified dashboard.
Lead & CRM Pipeline
Kanban pipeline for prospective clients: New → Contacted → Consultation Scheduled → Proposal Sent → Converted → Lost. Track source and follow-up notes.
Document Vault
Secure document storage organized by case. Upload, categorize, retrieve, and track expiration dates with automated alerts before documents expire.
Custom Case Fields
Add custom attributes to cases and client records — store any information specific to your firm's workflow.
Role-Based Permissions
Admin, Attorney, Paralegal, and Staff roles with granular access controls over each module.
Team Chat
Built-in firm communication with direct messages and channels — no need for a separate Slack workspace.

Built differently

What makes Meridian different

Immigration case management combined with AI legal intelligence — in one platform.

AI legal drafting inside your case management

RFE responses, BIA appeals, and hearing prep documents generated with verified citations — without leaving the platform. Every draft is flagged for hallucinations before attorney review.

Immigration judge intelligence profiles

Grant/denial rates by case type, procedural tendencies, average case duration, and historical outcomes by nationality — surfaced directly in your hearing prep workflow.

Live policy monitoring with AI impact analysis

Meridian monitors USCIS, DOS, and EOIR official feeds and assesses how each update affects your active case types — not just a news feed, but actionable intelligence.

Verified citations on every AI output

Citations sourced from federal case law and official USCIS/BIA materials. A hallucination-detection layer flags unverifiable references before anything reaches a client file.

Consultation audio summarizer

Upload or record a client intake; Meridian transcribes, extracts key facts and action items, and attaches the summary to the case record automatically.

Real-time attorney-to-client translation

Write in English, translate to the client's language in one click, and send via email or post to the portal — all without leaving the message composer.

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Not legal advice. AI outputs must be reviewed by a licensed attorney before filing.