Brieff in your pocket, for advisors and clients.
Two sides, one platform. Advisors record meetings and manage delivery on the go. Clients track goals, complete check-ins and work through their actions, staying engaged between every meeting.
Record and deliver, from anywhere.
Capture in-person meetings, manage delivery, and let AI handle the notes, without being chained to a desk.
Hit record. Stay in the conversation.
Record in-person advisory meetings right from your phone. Brieff captures the audio and turns it into a clean summary, transcript and action list, so you can properly engage instead of scribbling notes.
- One-tap recording for in-person meetings.
- AI summary, transcript and actions, automatically.
- Review and send a client-ready recap in minutes.
Meetings, check-ins and actions in hand.
Prep for the next meeting, see if the client's check-in has come back, and manage actions between sessions, all from the app. Anything you do on the go shows up in Brieff for the whole firm, instantly.
- See meeting details and AI prep before you walk in.
- Track check-ins and actions across your clients.
- Jump from details straight to the AI summary.
Goals, check-ins and actions in their pocket.
The client side keeps business owners engaged with the service, between meetings, not just during them.
A clear view of where they're headed.
Clients open the app to see their goals, the actions they own, what's overdue, and their next meeting. It turns advisory from a quarterly conversation into something they engage with all the time.
- See goals and actions at a glance on the home screen.
- Tick off actions and get gentle reminders on what's due.
- Follow their journey: meetings held and actions completed.
Two minutes that make every meeting better.
Before each meeting, clients complete a quick check-in: how they're feeling, what's on their mind, what they want to focus on. Advisors walk in already knowing what matters most.
- Quick, friendly check-ins clients actually complete.
- Share sentiment and priorities in their own words.
- Feeds straight into the advisor's meeting prep.
Brieff's AI notetaker is incredible. I've been able to cut my Practice Manager out of our advisory process completely, saving multiple hours a week.
Take advisory delivery with you.
Download the Brieff app for advisors, and invite your clients to their side in a tap.