AAA-047 / Accounting & advisory

MERIDIAN / Relationship workspace

An original accounting & advisory crm workspace concept, bringing service packages, consultation requests and document checklists into one considered experience.

Original design concept

MERIDIAN / CRM workspaceAAA

MERIDIAN / Relationship workspace · An original accounting & advisory crm workspace concept, bringing service packages, consultation requests and document checklists into one considered experience.

Make it work your way.

Start with this visual direction, then shape the content, features and integrations around your business. We explore alternatives with you before the build. Demo content and sample records are illustrative; scope, privacy needs, integrations and timeline are agreed separately.

Service packages
Consultation requests
Document checklists