Client & Witness Portals
People on this case
| Name | Role | Reaches |
|---|---|---|
Avery Hale avery.hale@whitmorehale.demo | Lead attorney | Everything, and who is on the case |
Jonah Pierce jonah.pierce@whitmorehale.demo | Attorney | Privilege, designations, approvals |
Mei Tanaka mei.tanaka@whitmorehale.demo | Attorney | Privilege, designations, approvals |
Carla Mendes carla.mendes@whitmorehale.demo | Paralegal | Prepares the work for counsel |
Dana Whitfield dana.whitfield@meridian.demo | Client | Reads the case, adds documents, reviews drafts |
Dr. Samuel Ito s.ito@itoforensic.demo | Expert | Documents, damages and transactions |
Theo Marsh theo.marsh@meridian.demo | Witness | Their own statement, nothing else |
Elena Ruiz elena.ruiz@meridian.demo | Witness | Their own statement, nothing else |
One Case, Many Doors.Each Person Sees What Their Role Allows.
Attorneys, paralegals, the client, experts and witnesses all sign in to the same case. The menu each one sees is built from their role, and every page checks it again.
- Dashboard
- Counts
- Elements
- Facts
- Composer
- Authority
- Read a document in
- Time
- Evidence
- Witnesses
- Affidavits
- People
- Timeline
- Transactions
- Damages
- Discovery
- Issues & gaps
- Case assistant
- Strategy
- Case theory graph
- Reports
- Dashboard
- Counts
- Elements
- Facts
- Composer
- Research
- Evidence
- Witnesses
- People
- Timeline
- Transactions
- Damages
- Discovery
- Issues & gaps
- Case assistant
- Your statement
The Client.Reviewing the Draft, Not the Working File.
The client reads the case, adds documents and flags what matters. A draft reaches them only when counsel moves it to client review, and they see only the comment threads meant for them.
17. Kane resigned from Meridian’s board on 2 March 2026. His board portal credentials were not revoked until 6 March 2026. (MERIDIAN-000029)
19. Within three weeks, Halvorsen quoted Northstar Freight a renewal 35 percent below Meridian’s standing price — a figure it could not have reached without the pricing model. (MERIDIAN-000117)
20. Halvorsen has continued to solicit Meridian’s customers using that pricing, and will continue to do so unless restrained.
Comments
Dana Whitfield · Client
“35 percent below Meridian’s standing price”
Should ¶ 19 cite the signed renewal quote as well as the email? I can send it.
Dana Whitfield · ¶ 19
Yes, please add it to the case and we will cite it.
Avery Hale
The Witness.Their Own Statement, and Nothing Else.
A witness signs in to write their statement in their own words, with help to put it in order. They cannot see the counts, the evidence, or what any other witness has said.
Your statement
Only you can write here.
1. My name is Theo Marsh. I am a Customer Success Manager at Meridian Analytics, Inc. I have worked there since 2021.
2. From 2023 until they left, I was the account manager for Northstar Freight Co. and Calloway Grocers, Inc.
Someone to write it with
Asks questions and tidies your wording; it cannot tell you what to say.
I need to write down what happened with Northstar and Calloway.
Let's start with who you are and your role with those two customers. What is your job title, and how long have you managed each account?
Ethical Walls.Screen a Person From a Document.
Screen anyone on the case from a document or a whole confidentiality level. For them it leaves the vault, search, reports and exports, refuses to open, and is never given to the case assistant.
Screened
Dr. Samuel Ito · Expert
MERIDIAN-000034 and all attorneys’-eyes-only material
- The vault Not listed
- Search Not returned
- Reports and exports Left out
- The document itself Refuses to open
- The case assistant Never given it