Outcome Intelligence

Meridian Thought

Open a client case in Claude. Drop in the household's documents and it takes the case apart into facts, chapters, angles and suggested changes while you watch, then gives you its answer.

Start a new case in Claude

Opens Claude with Meridian Thought ready. You need the Claude desktop app.

How it works

  1. Click Start a new case in Claude. Claude opens with Meridian Thought's starting message already filled in. Send it.
  2. Drag the client's documents into the chat (text, CSV or notes files) and say what you want, for example "Here is a client case. Give me your analysis and suggestions."
  3. Claude gives you a link to the live case page. Open it and watch the case fill in. The answer comes back in the chat when the research is done.

Example case: the Vickery household

A retired couple in Scottsdale about to sign a contract to sell their Tempe rental fourplex in December. Three real-format documents: last year's tax return summary, the adviser's one-page client profile, and the brokerage positions export.

Vickery_2025_Form1040_Summary.txt Vickery_Client_Profile.txt Vickery_Positions_2026-10-16.csv Download all three (.zip)

Save the three files, start a case, drag all three into the chat and send: "Here is a client case. Give me your analysis and suggestions."

If the button doesn't open Claude

Open a new chat in the Claude desktop app's Code tab and paste this as your first message: