For professional services

Run your practice on software you own

Consultations, intake, invoicing, and retainers in one local-first platform. Your clients, your records, your bank account, and no lock-in.

Start your 14-day trial

Everything your practice runs on, in one place

Booking, intake, a clean client record, and billing run on one platform you own, so your practice is not stitched together from four subscriptions that each hold a piece of your data.

Consultation booking

Clients book the right consultation type from your real availability, with none of the email back-and-forth.

Intake forms

Collect the details you need before the meeting so every session starts prepared.

Invoicing and retainers

Send invoices, bill retainers, and take payment straight to your own bank.

A clean client record

One profile per client with matters, documents, invoices, and history on a single timeline.

Follow-up automations

Automatic reminders and check-ins keep every engagement moving without manual nudging.

A site on your own domain

A premium professional site wired to your booking and payments, published to your domain with TLS.

YOUR WEBSITE

A site that books qualified clients

Start from a premium professional template that already shows your services, a booking button, and an intake step. Edit it on the canvas and publish to your own domain.

  • Consultation types offer discovery calls, paid consults, and reviews, each with its own length and price
  • Intake at booking collect the context you need before the meeting is even confirmed
  • Your domain and SEO publish to yourfirm.com with TLS, meta tags, and a sitemap
CanvasEditor // live
Drag
any element
3
breakpoints
Own
domain
SEOon
Publishone click
SCHEDULING

Booking that respects your real calendar

Each consultation type carries its own duration, buffers, and open hours. Serialized reservations mean two clients never claim the same slot, and reminders keep the calendar honest.

  • Per-type durations a 15 minute intro and a 90 minute review block your calendar correctly
  • Serialized slots no double-booked consultations, ever
  • Automatic reminders confirmations, reminders, and reschedules on autopilot
Friday · SeptemberBooking // live
9:00
10:30
1:00
3:30
11:00
2:15
4:00
6:30
Booked today7 · $310 deposits
Remindersautomatic
CLIENT RECORDS

One clean record per client

One profile per client holds matters, intake answers, documents, invoices, and every interaction on a single timeline. Clients dedup automatically by email and phone.

  • Your own fields track matter type, status, jurisdiction, or anything your practice needs
  • Document attachments keep engagement letters, intake, and files on the record
  • Unified timeline meetings, invoices, emails, and notes in one scroll
ContactsCRM // live
MR
Maya Rivera2 bookings · $415 lifetime · VIP
first_visitFri, 1:00 PM
deposit_paid$45
lifetime_value$415
sourcewebsite booking
PRACTICE TOOLKIT

Built for the way a practice actually runs

From the first inquiry to the paid engagement, wired in from day one.

Consultation typesdifferent meeting types with their own length and price
Online bookingclients book from real availability, no back-and-forth
Intake formscollect context before every meeting
Invoicingsend invoices that get paid to your bank
Retainers and card on filebill retainers and recurring fees automatically
Client recordmatters, documents, and history on one profile
Follow-up automationsreminders and check-ins that keep work moving
Deposits at bookingcollect payment when a consult is booked
Document attachmentsengagement letters and files on the record
Your own taxtax calculated automatically where it applies
CSV import and exportbring clients in and take them with you
No per-client feesan unlimited client record at no per-contact cost
PAYMENTS

Invoices and retainers to your own bank

Send invoices, bill retainers, take deposits, and offer installments through Stripe, Square, PayPal, or Clover on your own merchant account. Tax is handled automatically and payouts land in your bank.

  • Your processor your own account; money moves straight to you
  • One reconciled ledger invoices, retainers, deposits, and refunds in a single ledger
  • Installments and card on file spread fees and bill retainers without re-entry
PayoutsPayments // your bank
$4,820
this week
$0
held by us
4
processors
Stripe · ending 4242connected
Next payouttomorrow → your bank

How it works for professional services

  1. Publish your practice site

    Add your services, booking, and intake, and publish to your own domain.

  2. Clients book and share context

    Clients pick a consultation type and complete intake before the meeting is confirmed.

  3. Meet prepared and follow up

    Your calendar stays in sync and automatic reminders keep every engagement moving.

  4. Invoice and get paid

    Send invoices and bill retainers to your bank, with the full record saved to the client.

SOVEREIGN

Your client records are yours

Everything is local-first and encrypted with AES-256-GCM. Export your entire practice, clients, matters, documents, and invoices, in one file any time. No lock-in, no data held hostage.

  • Encrypted at rest client and matter data protected with strong encryption
  • Export everything your whole practice in a single file, whenever you want
  • Self-host or local own your processor and your payout
Your vaultLocal-first
At restAES-256-GCM
IdentityDID key
UnlockUSB / FIDO2 / TPM
Exportone file
Lock-innone
0
double-booked consultations, guaranteed
24/7
consultation booking and intake
$0
per-client fees on your CRM
1 file
exports your entire practice
Own it, never rent it

The real difference is who it belongs to.

Renting your business

the typical builder

A monthly fee forever. Stop paying and your site, bookings, and store go dark.
Bookings, a CRM, and payments are each an upsell, gated one feature at a time.
They hold your data and your customer list on their servers.
Payments route through their balance and their cut before you see a dollar.
Export is an afterthought. Lock-in is the whole business model.

Owning it with the sovereign way

how this works

A one-time owned license. It keeps working because it is yours to keep.
Website, CRM, booking, and payments are all included, with no per-feature ransom.
Your data is local-first, encrypted, and leaves in a single clean export.
Payouts settle straight to your bank on your own processor. No middle balance.
No lock-in. Self-host the whole thing or move it anywhere, anytime.

Own your client records and your billing

Most practices run on a scheduling tool, a separate CRM, an invoicing app, and a website builder, and each one holds a slice of your client relationship hostage. Meredosia unifies all of it on a platform you own. Clients book the right consultation and complete intake before they arrive, every interaction lands on one clean client record, and invoices and retainers settle to your own bank. When you want your data, it exports in a single file. Your client relationships stay yours, start to finish.

Professional services software questions

Can I offer different consultation types?
Yes. Set up discovery calls, paid consults, and reviews, each with its own duration, buffers, and price, and clients book the right one from your real availability.
How do intake forms work?
Attach an intake form to a consultation type, and clients complete it at booking, so every session starts with the context you need already on the record.
Can I bill retainers and send invoices?
Yes. Send invoices, bill retainers, take deposits, and offer installments through your own Stripe, Square, PayPal, or Clover account, with payouts to your bank.
Will consultations ever double-book?
No. Reservations are serialized, so two clients can never claim the same slot. Double-booking is impossible by design.
Where do my client records live?
On one clean profile per client, with matters, intake, documents, invoices, and interactions on a single timeline, deduped automatically by email and phone.
Do I pay per client?
No. Your client record is unlimited with no per-contact fees, and you can import your existing clients by CSV.
Can I export my practice if I leave?
Always. Everything is local-first and encrypted, and you can export your clients, matters, documents, and invoices in a single file whenever you want.
Meredosia

Stop renting your business back from a landlord.

Build it, run it, get paid, and keep the relationship, all on tools that are finally, genuinely yours.

Start your 14-day trial See the whole loop