How we handle your data.
What Meridian Command can see in your systems, what it can’t do, and where we stand on certifications.
What Meridian Command can see
Read access to the systems you connect: practice management (matters, time, billing, intake), accounting (P&L, expenses, budget), payroll (gross pay, taxes, benefits), and bank activity for trust and operating accounts.
What it never does
- Move money or initiate payments
- Write to, edit, or delete records in your systems
- Replace your trust reconciliation of record
- Sell or share your data
The demo holds no client data
The public demo runs entirely on authored data for a fictional firm, Meridian Law, LLP. It has no connection to any real system, so no real firm or client information appears in it.
Certifications
Meridian Command does not have a SOC 2 report. If your firm or your clients require a vendor security review, we’ll complete your questionnaire. Request a security review.
Access for your whole team.
Every plan includes unlimited users. Administrators choose who is invited and what each person can see.
Trust monitoring is read-only.
It reads balances and flags differences between practice management, ledger, and bank. It doesn’t touch the funds or change the records your bar rules require you to keep.
Three-way reconciliation guideQuestions from your security team?
Send us your security questionnaire and we’ll answer it in writing.