Every client in a different inbox
Arrivals, documents, and vendor threads scatter across email and chat.
Agent-led · Agency Desk
Run every client’s port call from one agency desk.
MERIDIAN Agency Desk gives yacht agents, ship agents, concierge operators, and port-service teams one workspace to coordinate multiple clients, vendors, arrivals, documents, expenses, and closeout — with a branded client portal and a management-company dashboard.
$1,750from / mo per agency
Target pricingconfirmed in a written proposal
Guest loginapproval required
Scoped invitesvendors & tenants free
Who it is for
Built for this seat.
- Yacht and ship agents coordinating visiting vessels
- Concierge and port-service operators
- Agencies managing many clients, vendors, and arrivals at once
- Teams that need branded reports and clean client handoffs
What it helps coordinate
- Vessel intake and visit files
- Local authority workflow and checklists
- Supplier requests and quote tracking
- Client approvals and invoice backup
- Branded reports and briefings
- A management-company dashboard
The problem
Common operational problems.
Re-keying the same context
The same vessel details and requirements are re-entered for every call.
Closeout takes weeks
The final account is reconciled from a pile of invoices long after the vessel leaves.
The change
How MERIDIAN changes the workflow.
- A visit file per client call, so the whole desk sees the same status
- Authority checklists and document requirements built into the workflow
- Vendor requests with scope and quotes tracked against each visit
- PDA/FDA closeout with invoice backup tied to the call
- Branded reports and briefings for the client or management company
Role access
Who gets a command deck.
Example workflow
One call, start to finish.
Intake the vessel
Open a visit file from the vessel and its requirements.
Coordinate locally
Dispatch vendors and assemble authority documents.
Route approvals
The client approves scope and spend with context.
Close out and report
Deliver an FDA and a branded closeout report.
Touchpoints
How other roles connect.
Clients
See status and approvals through a branded portal — not a shared inbox.
Vendors
Invited to scoped jobs with access windows and completion evidence.
Management companies
Roll multiple client calls into one oversight dashboard.
Trust & control
- Each client’s file is walled from every other client
- Vendors and partners are scoped to a single job
- Branded, permissioned reporting — nothing shared beyond the invite
Discretion
You see your operation, and only your operation.
Every invite is scoped. Partners see the visit, request, or document you share — never your wider operation, finances, or other clients.
Questions
Frequently asked.
Can I brand the client portal as my agency?
Yes. The white-label client portal presents your agency’s brand to your clients.
Can I run many clients at once?
Yes — Agency Desk is built for a desk coordinating multiple vessels, vendors, and arrivals in parallel.
How does closeout work?
Build the PDA, collect vendor invoices as backup against each line, and close out with an FDA that ties to the visit.
Do my clients need their own accounts?
Clients are invited to a scoped portal — no open signup — and they see only their own calls.
On screen
The desk the agency actually works from.
Every request on the call in one view, with its quotes, budget, and approval decision attached.
Screens are from the current build, populated with sample data. Vessels, organisations, people, vendors, and figures shown are illustrative and are not those of any client.
Ready
Run your whole desk from one file.
Every workspace begins with intake, review, and a written proposal. Guest workspaces are approved manually.