Smarter Systems. More Billable Hours.
From client onboarding to billing and retention, Merantia’s AI-first platform simplifies your back office—so you can focus on your front line.
What Merantia Does for Professional Services
Power your firm with tools that think ahead. From the first client touchpoint to the final invoice, Merantia simplifies every step—so your team spends less time on admin and more time delivering results.
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AI-Smart Proposals & Invoicing
Generate proposals, retainer agreements, and invoices instantly—auto-filled with client details and smart suggestions based on prior engagements.
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Client Lifecycle Management
Stay on top of every conversation, meeting, and milestone. Merantia maps the full journey across calls, emails, tasks, and projects—no more loose ends.
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Calendar + Task Sync
Sync meetings, deadlines, and team workloads in real time. Automatic task reminders keep everyone aligned—without micromanaging.
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Smart Messaging + Follow-ups
Never miss a moment to re-engage. Merantia helps you follow up with precision—at the right time, in the right tone, and with AI-suggested messages.
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Revenue Forecasts & Time Reports
Get full visibility into your firm’s performance. Compare billable vs. non-billable hours, forecast monthly income, and track which services deliver the best ROI.
Ask Merantia Anything
Merantia’s built-in assistant speaks your language. Skip spreadsheets—just ask.
Example Questions:
🧠 “Which clients haven’t booked a session in 45 days?”
📈 “What’s our average retainer renewal rate this quarter?”
📅 “Who’s assigned to the Johnson file next week?”
💰 “Which of our service packages has the highest profit margin?”
📌 No dashboards. No filters. Just plain-English answers.
Merantia responds in plain or even your language, not spreadsheets.
Merantia is Build For
- Law Firms (retainer, litigation, IP, real estate)
- Consultants (management, finance, marketing)
- Agencies (branding, digital, PR)
- Real Estate & Brokers
- Accountants & Tax Professionals
💼 Whether you charge by the hour or by the project—Merantia’s got your back office covered.
⚡️ Quick Wins (Fast ROI)
- Slash proposal prep time by 70%
- Get paid faster with auto-invoicing
- Re-engage dormant clients with AI follow-ups
- Keep projects flowing with AI-prioritized task lists
📣 Set up in days. Results in weeks.
📞 Your Time Is Money — Let’s Make It Count
No more admin juggling. Let Merantia power your operations, so you can focus on delivering value.