Introduction
JTW Accountants is a Gladstone-based practice known for their proactive approach and genuine care for clients' businesses. When principal Jeremy Wotton found himself spending three hours of administrative work for every client meeting, he knew something had to change.
What he discovered after implementing Brieff surprised him more than the time savings, it was the unprecedented level of client openness that transformed how he delivers value.
The challenge of manual processes
Jeremy's biggest frustration was operational. "One big challenge was being able to get the information discussed at the meeting out of my head and to the team," he explains.
The numbers were staggering. For every meeting, Jeremy spent three hours on admin: "An hour and a half pre-meeting… an hour coming up with the meeting notes… and then at least one and a half to two hours in that post diary note." During tax planning season, ten meetings a week meant 30 hours of pure admin, on top of the meetings themselves.
"The openness that our clients have replied and provide answers in the check-ins still continues to blow me away. I really have never expected anywhere near the response we've got."
Jeremy Wotton, JTW AccountantsWhy JTW chose Brieff
Jeremy needed a solution that could systematise his processes without losing the personal touch clients valued. Brieff offered a way to capture client insights systematically while dramatically reducing administrative overhead, solving both his immediate time problem and the longer-term challenge of scaling personalised service across his team.
How they use Brieff
Jeremy sends pre-meeting check-ins exactly one week before each meeting, giving clients time to respond thoughtfully. The AI summary feature eliminated the post-meeting note-taking he dreaded, and automated action reminders ensured nothing fell through the cracks during deadline-heavy periods.
The impact
Client responses fundamentally changed how meetings were structured. "We've had meetings where we'd go in and want to talk about X, Y, Z. We'd get the check-in and… cut it from a two-hour thing to 15 minutes."
The admin savings were dramatic: "That admin time, from three hours… it just went down to 5 minutes." In one tax planning season, Jeremy saved between 50 and 75 hours, about $15,000 of time. "Extrapolate that over a quarter, over a year… that's a hell of a lot."
