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Client delivery

Keep the client and the work on the same page.

Plan around the client’s processes. Keep milestones, progress and reviews connected, then hand over work with clear owners.

5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.

Workflows from Meridi Delivery · $149 a month

The problem

Make the handover useful after you leave.

The project’s decisions, progress and instructions often end up in different places. Bring them together so the client can follow the work and understand what they are taking over.

17%
of consulting firms talk to clients about the value they created once the work is complete.Source Global Research, 2025

See how the work moves. Run it, then close it out.

The client’s processes connect the plan, progress updates and handover. Keep the client involved as the work moves forward.

  1. ProjectsProject plans

    Plan on the real processes

    Build the plan from the client’s processes and pain points. Tie the milestones to the work they change.

    Who acts: Your team decides

  2. Risks and status

    Keep risk and budget in view

    Track risks, issues and decisions against those processes, with the contract and budget beside the plan.

    Who acts: Your team decides

  3. Risks and statusMeridi AI

    Report progress

    Ask Meridi to draft a status update from what changed since the last one, then edit it and post it.

    Who acts: Meridi AI helps

  4. Client portal

    Keep the client in the loop

    Use the portal throughout the engagement so clients can follow the plan, review processes, comment and approve the shared work.

    Who acts: Your team decides

Meridi flags recorded changes. Ask Meridi AI for help; review and apply its proposals. Your team updates, approves and verifies the work.

What your team can do next.

For consultants and teams running client engagements who are tired of rebuilding the same picture of the work in slides, spreadsheets and a project tool.

  • One set of processes, start to finish

    Discovery, the plan, the delivery and the handover all point at the same processes.

  • Clients in the loop

    Client portal users don’t use paid editor seats. They see the work you share, with reviews and approvals based on their access.

  • Status without the scramble

    Status updates are drafted from the project’s own risks, issues and milestones when you ask.

  • A handover with owners

    Hand over processes checked by your team, with clear owners and SOPs written from the agreed steps.

Trust the process.

Start free

5 processes free, no credit card. Paid plans from $29 a month.

Show Your Work 1:44

Follow a client engagement from interviews and recommendations to delivery and measured results. Harborline is an illustrative company.

Research source: Source Global Research, 2025
Read the narration
  1. Fewer than one in five consulting firms talk to clients about the value they created.

  2. Discovery ends in a folder.

  3. The plan drifts. Nobody can say what changed.

  4. Harborline's CFO had paid for that once.

  5. This time, she wanted proof.

  6. So we ran the whole engagement in Meridi.

  7. Twelve people answered our interviews by voice, on their own time,

  8. and Meridi asked the follow-ups.

  9. Then I brought it all together: every process, every pain point,

  10. and the quotes behind them.

  11. Before we changed a thing, we measured the starting point: twenty minutes per invoice.

  12. Every recommendation became an initiative, and we gave each one a target.

  13. The fix went into the plan, on their own processes,

  14. with the day we'd measure it.

  15. The people doing the work got a say, too.

  16. They told us what to fix.

  17. When Denise wanted an update, Meridi drafted it from what actually changed.

  18. And in her own portal, she could see the big picture: every initiative,

  19. and where it stood.

  20. We aimed for twelve minutes.

  21. We measured fourteen.

  22. Six minutes back on every invoice, and Denise confirmed it herself.

  23. We didn't hit the target.

  24. We proved what we did hit.

  25. She signed phase two that afternoon.

  26. When we left, the processes, the SOPs and the proof stayed with Harborline.

  27. Meridi.

  28. Trust the process.