Connect the systems your firm already runs on.
Brieff plugs into your calendars, video calls and practice-management tools, so clients, contacts and meeting context flow into one workspace, and your team never enters the same thing twice.
Brieff plugs into your stack, not around it.
Every meeting captured
Brieff scans your Google or Outlook calendar, spots any meeting with a client you have on Brieff, and pulls it in, staying in sync as your calendar changes. The AI notetaker then joins the virtual ones automatically, so there's no extra step for your team.
Trusted client data
Client, contact and relationship records flow in from Xero Practice Manager, so updating them once in XPM updates them in Brieff. No keeping the same contact current in two places.
No double handling
What happens in Brieff flows back out to the systems your firm relies on, like Karbon, so meeting activity and updates land where your team already looks, and records stay current without anyone entering them twice.
Built to sit alongside the tools you have.
Two kinds of connection do the work: the meetings layer that powers delivery, and the practice-management layer that keeps records in sync both ways.
Capture every client conversation.
Brieff syncs your calendars and joins your client meetings, so the AI notetaker records and writes up every session. No double entry, nothing missed.
- Calendar sync: Brieff reads your Google or Microsoft Outlook calendar to bring in your client meetings
- The AI notetaker works across Zoom, Microsoft Teams and Google Meet
- Attendees match to the right client, and conflicts are flagged to review
Google CalendarMicrosoft OutlookZoomMicrosoft TeamsGoogle MeetKeep client records and meeting history in sync.
Client, contact and relationship records flow in from Xero Practice Manager, and the meetings you run in Brieff flow back out to Karbon, so everything stays current without anyone updating two systems.
- Client, contact and relationship records sync from Xero Practice Manager: update once in XPM
- Meeting details and summaries write back to Karbon, onto each client's timeline
- Materials you send from Brieff auto-file into FYI, with a deeper integration coming soon
Xero Practice ManagerKarbonFYIBrieff doesn't replace Karbon, Xero Practice Manager, FYI or your calendars. It connects to them. Client and meeting context flows in, your activity flows back out, and nothing's ever entered twice.
Connect the tools, keep the context.
Link your calendars and practice-management systems, and Brieff keeps every engagement running on current, trusted data, with nothing entered twice.