Meridian replaced five tools with Docsiv, cut proposal turnaround from three days to ninety minutes, and landed a $1.2M annual retainer in the process.
Meridian StudioRetainer proposal
Prepared for the boardRetainer proposal
Proposal turnaround3d → 90m
Retainer won$1.2M
Tools replaced5
Proposal turnaround3d → 90mper engagement
Retainer won$1.2Mfirst 90 days
Tools replaced5stack cut in half
The challenge
The pain that forced a change.
Meridian runs 18 active client brands at any given time — from a Brooklyn coffee roaster to a publicly-listed fintech. Every brand had a Figma file, a Notion workspace, a Dropbox folder, a DocuSign envelope, and a Google Doc proposal template. Nothing talked to anything.
Proposals took three full days to ship because the producer had to rebuild the template each time, pull fonts from brand kit #14, and hand it off for two rounds of visual cleanup before it left the studio. In a typical month, partners spent 40+ hours on document assembly that had nothing to do with strategy or creative.
“We used to lose a whole day every time a new proposal went out. Now the first draft is ready before the discovery call is even over, and it already looks like the client, not like us.”
Sarah LinPartner & head of client services, Meridian Studio
The approach
What changed with Docsiv.
Meridian rebuilt every active client as a Docsiv workspace with its own brand kit — colors, typography, voice rules, past work — all wired in once. Studio, the AI layer, now reads those brand kits before drafting a single word, so the first draft of a retainer proposal already sounds like the client and ships on the client's portal domain.
The producer role evolved. Instead of assembling PDFs, the team reviews AI-drafted proposals, annotates sections in the portal, and approves the final cut. Clients see one branded hub — portal.meridian.studio — and log in for proposals, contracts, campaign reports, and creative briefs.
The outcome
The outcome, 90 days in.
Proposal turnaround dropped from three business days to ninety minutes for the first draft. The partners redirected the reclaimed hours into pitch meetings and won a $1.2M annual retainer with a consumer health brand — a deal they wouldn't have chased three months earlier because the proposal prep alone would have swallowed a week.
The stack shrank from Figma + Notion + Dropbox + Google Docs + DocuSign down to Figma (for design work) and Docsiv (for everything else the client sees). Five subscriptions became two.
AI Document CreationPer-client brand kitsWhite-label portalDocument analytics
Replace the stack with one thoughtful workspace your clients will actually love
