Deliver every client touchpoint with context.
An AI notetaker captures every meeting, client check-ins surface what matters beforehand, and an always-up-to-date client profile keeps the whole relationship in view, so advisors deliver, not do admin.
Every touchpoint, informed and easy to deliver.
Walk in prepared
Advisors know exactly what matters before the meeting, straight from the client's own pre-meeting check-in.
Stay in the conversation
An AI notetaker records your in-person and virtual meetings, capturing notes, summaries and actions, so advisors can listen and engage instead of typing.
Nothing slips between meetings
Reviewed summaries, assigned actions and automated reminders keep clients moving until the next session.
Record the meeting. Brieff writes it up.
Brieff's notetaker is built for the conversations accountants have with their clients, not generic transcription. It records your in-person and virtual meetings and writes a clean, client-ready summary with actions pulled out, so advisors stay in the conversation, not stuck taking notes.
- Record in-person and virtual meetings from any device or the mobile app
- AI summaries organised by agenda item, with actions extracted and assigned to your team and the client
- Prepare, meet and close out in one workspace, recording and transcript saved against the client
Know what matters before the meeting starts.
Send structured check-ins before a meeting to prep, or any time to check in between sessions. Collect responses and turn them into meeting context, agenda items and follow-up. Clients are often more open in a check-in than face-to-face.
- AI-suggested questions tuned to the client and service
- Capture sentiment and priorities in the client's own words
- Turn responses into agenda items and actions
A client profile that updates itself.
Brieff keeps a client profile that updates itself from every check-in, meeting and action, so the whole firm stays current on every client, not just whoever was in the last meeting.
- Captures the relationship context: who they are, why they came to you, and what makes them tick
- Guide what the AI focuses on, so the profile tracks what your firm cares about
- Every update is editable, with a full audit trail of what changed
Everything around the meeting, handled.
AI prep notes
Brieff pulls past meetings, check-in responses and progress on goals and actions into one prep note, prioritising the most recent so prep is always relevant.
Assigned actions
Turn agreed next steps into tracked actions for your team and the client, who can complete theirs without logging into a system.
Automated reminders
Gentle nudges keep both your team and the client on top of their actions.
Pre & post-meeting sends
Send polished pre-meeting and post-meeting materials, previewed before they go.
You control what's shared
AI drafts stay internal until you choose to send. You decide what leaves the firm.
Your firm's voice
Summaries are written in your firm's tone and style, so everything sounds like it came from you.
I can properly engage with clients rather than trying to engage and take notes. I used to spend the best part of an hour typing up notes. Now it's maybe a few minutes.
Make every touchpoint count.
Brieff records every meeting, preps every conversation, and turns what's agreed into follow-up, so your advisors deliver, not do admin.