SYSTEM ONLINE · 99.97% UPTIME
One login.
Every deliverable.
Zero follow-up emails.
Replace scattered emails, shared drives, and status calls with a single private workspace your clients actually open.
portal.app/workspace/meridian-group
Engagement Active
Dashboard
Deliverables
Timeline
Messages
Files
PROGRESS68%
UNREAD
3deliverables
NEXT CALL2d 14h
Active
PROJECT TIMELINE — Q1 STRATEGY REVIEW
Discovery & Audit
100%
Market Analysis
100%
Recommendations Draft
68%
Final Presentation
0%
SCROLL
WORKSPACE FEATURES
DOCUMENT VAULT
Every file, one address.
Versioned deliverables, signed contracts, and working docs — organized by engagement, always at the latest revision.
.pd
.xl
.pp
MILESTONE TRACKER
Progress, not promises.
Kickoff
Discovery
Analysis
Recommendations← current
Delivery
CLIENT MESSAGING
Context stays with the work.
Recommendations draft is ready for review.
Perfect — will review by EOD.
Noted. Final deck scheduled for Friday.
INTEGRATIONS
Plugs into the stack you already run.
Portal syncs with your existing tools — no rip-and-replace, no new subscriptions.
P
N
NotionG
Google WorkspaceS
SlackX
XeroD
DropboxH
HubSpot“
We killed the "where's that file?" email on day one. Clients open Portal before they call us now — it's become the engagement itself.
12
Active Engagements
94%
Client Open Rate
−83%
Status-update calls
4.9★
Client Satisfaction
MR
Managing Partner
Mid-tier Strategy Firm · 40+ consultants
ENTERPRISE SECURITY
Client data stays client data.
EncryptionAES-256-GCM
ComplianceSOC 2 Type II
AuthSAML 2.0 / SSO
Uptime SLA99.9%
Data residencyUS / EU
Audit logsFull trail
SOC 2 Type II Certified
THE COMPARISON
Spreadsheet hell vs. Portal.
Scenario
Before
Portal
Client finds deliverable
4 emails
One click
Status update
30-min call
Auto-synced
File versioning
v2_FINAL_v3.docx
Versioned vault
Meeting notes
Buried in inbox
Linked to milestone
Onboarding new client
2 hours setup
8 minutes
Starting at $149/mo per firmGet Started
> portal init --workspace meridian-group
> connecting to vault...
> syncing 47 deliverables...
> loading milestone data...
> engagement status: ACTIVE
> client last seen: 2m ago
> next milestone: 3 days
> all systems nominal.
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