The must-have platform
for business advisors
Brieff structures and highlights the value of your advisory, letting you grow your service.
Enhance and grow your service
Seamless client Check-ins
Easily create and send "Check-ins" to your clients to gain valuable insights ahead of your meetings. Use Brieff’s question bank and templates, or create your own!
Powerful meeting workflows
Prepare, complete, and close your advisory meetings using powerful meeting workflows! Dashboards, templates, agendas, notes, and meeting summaries are just a few of the ways these workflows drive efficiency and consistency across your firm.
Use goals, key results, and actions to create a traceable and measurable journey for every client. Showcase achievements to demonstrate the value you drive through your advisory service.
What our users are saying
Brieff has helped to systemise our advisory offerings with scheduled client check-ins, helping to improve oversight and client relationships, build processes into regular advisory meetings (to allow team members at every level to be involved) with question stacks and customised agendas, and so much more. Everything you need for your advisory meetings all in one place (future and historic), we are ALL IN to that."
What I appreciate the most about Brieff is its centralised platform that elegantly combines notes, actions, and pre-meeting check-ins. The pre-meeting check-ins have been game-changing; they allow us to customise advisory sessions based on what our clients actually need, making our service genuinely collaborative.
Since implementing Brieff, not only has our internal process improved dramatically, but we've also been able to deliver a much more tailored and impactful service to our clients."