Connect the systems your firm already runs on.
Connect your calendars and practice-management tools to Brieff, and bring your client context into ChatGPT and Claude through the Brieff MCP. Keep your advisory work connected across the tools your team uses.
Client context that works beyond the meeting.
Capture context as you work.
Connect your calendars and meeting tools to bring client conversations into Brieff, with summaries and next steps alongside the client record.
Keep your firm connected.
Bring client records in from Xero Practice Manager, write meeting summaries back to Karbon and file shared materials in FYI. Your team can find the context in the systems they already use.
Put that context to work.
Through the Brieff MCP, use Brieff in ChatGPT or Claude alongside your other connected tools. Combine meeting context with financials, draft a business plan or prepare a proposal grounded in what the client needs.
Built to sit alongside the tools you have.
From the tools that capture your client context to the ones that help you act on it.
Put your client context to work across your tools.
Connect Brieff to ChatGPT and Claude. Find client context, take the next step in Brieff and bring your other tools into the same conversation.
- Your context, at your fingertips. Find a client update, revisit a conversation or see what needs attention.
- Work in Brieff from your assistant. Create or update an individual Action, or make a change to an agenda or supported notes.
- Bring your tools and data together. Use client context alongside other connected data to prepare plans, proposals and reports.
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 ManagerKarbonFYITurn client context into better work.
Bring what you know about each client into the tools your team uses to plan, advise and deliver.
Connect the tools, keep the context.
Bring your calendars, practice-management workflow and AI assistant together around the context that matters to your clients.