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.
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.
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
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
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
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
Project plans
Get sign-off
Request sign-off on milestones from the client’s stakeholders, and record each one as it comes in.
Who acts: Your team decides
Deferred work
Agree what happens to unfinished work
Record a decision for each open item, so the client knows what continues and what is being set aside.
Who acts: Your team decides
Risks and statusMeridi AI
Summarize it
Ask Meridi AI for a completion summary from the project records. Review it before finalizing the closure and its last status update.
Who acts: Meridi AI helps
SOPs and documentsDeliverables
Hand over what the client will use
Review the generated deliverables. Hand over verified processes and their SOPs with clear owners for the work ahead.
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.
The tools behind it
Explore the tools.
See what each tool contributes and which plan includes it.
Included in Meridi Delivery, $149 a month · Client portal reviewers don’t use paid editor seats
Compare every feature- Delivery
Clients and project workspaces
A workspace per client project, running on the client’s own processes.
Explore Projects and plans - Delivery
Project plans and milestones
Plans built from those processes, with milestones tied to them and sign-offs recorded.
Explore Projects and plans - Delivery
Contracts, budgets, risks and issues, status updates
Risks, issues, contract, budget and status updates on one project.
Explore Risks and status updates - Base
Meridi AI
Drafts status updates and the completion summary when you ask.
Explore Meridi AI - Delivery
Client portal, free for your clients
Clients review, approve and follow progress, on Delivery, without a paid seat.
Explore Client portal and deliverables - Delivery
Deferred work
Unfinished work at closure, and what was decided for it.
Explore Projects and plans - Base
SOPs, documents and action items
SOPs written from the processes you hand over.
Explore SOPs and documents - Delivery
Deliverables and presentation design
PowerPoint, PDF, Word or Excel, generated from the project.
Explore Client portal and deliverables
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.