One screen for the whole firm.
Meridian Command brings your practice management, accounting, payroll, and bank data into eleven dashboards, grouped into three modules. Every plan starts with Finance Core.
See where the money goes.
Revenue, expenses, collections, and profit for every month, tied to the same numbers your accountant sees. Finance Core is included in every plan and is what the free trial covers.
- Firm Overview
- Billing & collections, with A/R aging
- Revenue & Profit
- Trust monitoring Add-on · $150/mo
Three-way variance checks across practice management, ledger, and bank - Compensation Add-on · $95/mo
Payroll cost by person and month, footed to the P&L
A second set of eyes on your trust accounts.
Every cycle, Meridian Command compares trust activity in practice management, your ledger, and your bank, and flags any gap between them. It is read-only, it never moves money, and it doesn’t replace your reconciliation of record.
Not legal or accounting advice. What is three-way trust reconciliation?
Demo data · Meridian Law, LLP (fictional)
See what the firm is delivering.
Production and matter pipelines show what the firm is delivering and what is stuck. Add scorecards to see workload and performance for each person.
- Production
- Matter pipeline
- Scorecards & utilization Add-on · $95/mo
Milestones, points, and utilization for each fee-earner - Attendance & PTO Add-on · $50/mo
Time-off requests and approvals that feed utilization
See which marketing brings in clients.
Follow every lead from source to hired client, see conversion at each stage, and project where revenue is heading from your own history.
- Acquisition funnel & marketing ROI
- Sales forecast
- Subscriptions
For the people who run the firm.
Growing firms with $2 million or more in revenue, established bookkeeping, and a leadership team that has outgrown spreadsheets and quarterly reports. Any practice area.
Managing partners & founders
See profit, pipeline, and people in one place, and ask better questions of the team that runs operations.
COOs & directors of operations
Run the weekly review from one screen instead of a stack of exports, and spot workload and intake problems early.
Finance leads & outside accountants
Numbers that foot across screens, budgets against actuals, and trust variances flagged before close.
See it on a firm in trouble.
The demo firm is losing money and its leads are falling. The warning signs appear in the dashboard months before they reach the P&L.
Try the demo