Advisory firms, delivering better.
From solo practitioners to multi-partner firms, see how teams use Brieff to systemise advisory, save hours of admin and grow the value of every client relationship.
It makes us look like a rockstar — a little piece of tech that makes us look amazing to our clients.
Browse stories from across the profession.
How Propeller Advisory tripled advisory fees per client.
Packaging advisory into a structured, repeatable service grew monthly advisory fees 200% per client.
How JTW cut post-meeting admin from 3 hours to 5 minutes.
Structured meetings and instant follow-ups saved $15k of admin in a single tax season.
How Roberts Cowling made advisory their top offering.
A systemised delivery model made advisory the firm's leading service, saving one client $600k a year.
7 hours saved every month on meeting admin.
Recurring monthly and quarterly engagements, now delivered with the structure and consistency clients can feel.
Hitting the mark in every client meeting.
Pre-meeting check-ins mean the team knows exactly what each client wants to discuss before they sit down.
A one-stop shop for client engagement.
The whole advisory cycle, from check-ins to prep and follow-up, running in one place across the team.
A consistent advisory offering, at last.
A creative-sector firm gave every client the same structured, documented advisory service.
From stagnant docs to systematic delivery.
Stagnant Word docs swapped for one platform that keeps both staff and clients accountable.
More from the community.
We're extremely happy with the improvements Brieff has made to our advisory meeting workflow. Visibility across assigned actions and AI prep have helped more junior staff members embrace the advisory process — and the team are super responsive.
The AI features have saved me a huge amount of time, and I was completely sold after the very first meeting I used it for.
As early adopters, we rolled out Brieff across Future Advisory to streamline every advisory session. A structured agenda, AI-generated meeting notes and clear follow-up accountability in one place has completely changed the way we run client meetings.
Brieff is incredible. It adds so much value to our clients and the advisory experience — clients know what direction they're headed, with instant accountability tools, reminders, meeting notes and visibility. I thoroughly recommend it for every firm.
Brieff has saved me hours and lifted the quality of my client work at the same time. The notes require almost no editing and capture conversations in a way that supports real advisory outcomes. If you run client meetings regularly, this is a no-brainer.
We've used Brieff since the very early days and it brings a reliable structure to our advisory services. It lets us include more junior staff members, and it's a great central source of truth for our goals and action items.
A welcome addition to our advisory services — and clients really like it.
Brieff rulz! This app is game changing.
Great to get client thoughts before a meeting.
Join the firms running advisory on Brieff.
Book a demo with one of our co-founders and see how Brieff structures your advisory, cuts the admin, and shows clients the value you deliver.