Agreements stay with the work
The team can see the agreed scope, relevant files and approval history alongside the work it owns. When responsibility changes, those details remain available to the next person.
PLATFORM / Client management
Know the relationship and the result.
Keep each client’s agreements, projects, requests and approvals together. Connect completed work with payments and costs to understand the business value of the relationship.
What it brings
to your business.
THE CONNECTION
When a client asks for an update, the answer often depends on several things: what was agreed, what is ready, what needs approval and what has been paid. Keep those details attached to the client relationship so the delivery and commercial teams can work from the same history.
A client portal with clear scope
Share relevant progress, files and approvals through a scoped client portal. Keep internal records within the team’s access.
Renewals connected to real work
Review delivery history and commercial terms before agreeing to the next period of recurring work.
Also in the system
Contacts, proposals, retainers, requests, approvals, invoices and relationship history.
Search across your workspace⌘ KEWJMSCSCClient workspace
Meridian Labs / Relationship overview
OverviewProjectsAgreementsFinancials
Active commitments
03Brand launch24 Sep
65%
Content system30 Sep
40%
Monthly delivery28 Sep
80%
Master agreement.pdfSigned · 01 Sep
Launch brief.pdfApproved · 06 Sep
Relationship activity
Direction approvedToday · Emma Wilson
Production startedYesterday · James Miller
Brief attached18 Sep · Sophie Chen
ACAlex CarterClient decision maker
