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For practices whose meetings turn into work

Every client relationship, followed through.

Briefi prepares you for the meeting, writes the record while you talk, sends the follow-up, gets the forms signed and watches the dates in between. One place for the whole relationship, not just the hour on the call.

Book a demo Follow one household

14-day free trial. Hosted in Sydney, encrypted with your workspace’s own key.

An adviser and a colleague reviewing a printed document together in a bright office.
One household, one review

Most of a client relationship happens between the meetings.

Follow Priya and Dev Shah through their annual review with their adviser, Sam Ng: the brief before they meet, the hour itself, the recap after, and the six months until they meet again.

Priya & Dev ShahClients since 2019 · 6-monthly reviews
AdviserSam Ng
Next reviewThu 22 Oct · 10:30
Registers2 policies · 1 loan
Fee consentCloses 14 Nov 2026
BeforeWed 21 Oct · 17:00

Walk in knowing what was promised last time.

  • A brief before you meet, built from your earlier meetings with them and their email threads.
  • What is overdue, and on whose side, so the review opens with the rollover form, not small talk.
  • The dates that matter, including a consent window that closes in 23 days.
An adviser at a desk making notes beside her phone.
DuringThu 22 Oct · 10:30

Look at your clients, not your notes.

  • A notetaker that joins the call, or recording in the browser when the meeting is in your office.
  • Transcribed server-side, with each speaker labelled.
  • Actions picked up as they are said, with the person who said they would do it.
An adviser on a video call at her laptop, smiling and gesturing.
AfterThu 22 Oct · 11:32

The recap is written before you reach the car.

  • Decisions and actions, each with an owner, a due date and the moment it was said.
  • Briefi drafts the follow-up in your voice. You read it, change what you like, and send.
  • Filed to the household, and pushed to your CRM if you use one.

Drawn with sample data. The Shah household is fictional and the card is an illustration.

Two people at a table, one signing a printed form.
Between27 Oct 2026 to Apr 2027

The months where relationships quietly lapse.

  • Consent windows tracked to the day. The Shahs’ renewal went out the morning after the review and came back signed in five days.
  • Review cadences that set the next review date, and policy renewals that surface before they are due.
  • Every signed copy kept as a timestamped PDF/A in a ledger you can produce on request.
Every signature

Each person signs for themselves, and the signed copy is filed once the last one is in.

Drawn with sample data. Each director signs for themselves. Names are fictional.

The practice view · Monday 26 Oct

What slipped last week, by name.

The Shahs are one household among the many Sam looks after. Each Monday at 7 am, your time, the weekly review reads the week’s meetings, emails and deals across the whole practice and lists what is still open: the meeting with no follow-up, the thread that needs a chase, the deal that stopped moving and the contact gone cold, with a line on where to focus.

  1. The one thing to do first

    A sentence written from what actually happened that week, naming the client and why it matters now.

  2. Who has stopped replying

    Threads where the client owes you an answer, with how long they have been quiet.

  3. Work that stopped moving

    Deals with no change in weeks, before they quietly drop off the list.

Drawn with sample data from the weekly review’s real sections. Names are fictional.

Three editions

Start where your work starts.

Each edition stands on its own. Advisor includes the other two, so you can begin with one and move up without moving your records.

For anyone with external meetings
Meetings

Walk in prepared, walk out with the record already written.

A brief before, capture during, then a recap, actions and a drafted follow-up filed to the contact.

Explore Meetings
For anyone who needs a form back
Sign

Send a form, get it back signed, keep the paper trail.

Fact-finds and disclosures completed on your own subdomain, co-signers included, every signed copy kept in a ledger.

Explore Sign
For regulated advice and broking
Advisor

Run the whole regulated client relationship in one workspace.

Meetings and Sign, plus households, journeys, review cadences, registers, fee consent windows and a client portal.

Explore Advisor
Advisor · client record

One record for the household, and everything owed both ways.

  • Households and organisations, with their members and who looks after them.
  • What is waiting on them, and what you owe them, counted on the record.
  • The next review date, in red once it passes.

Drawn with sample data. Harbour and Pine Joinery is fictional.

A quiet, light-filled office with a desk, framed prints and plants.
Security

Your clients’ affairs, kept like they matter.

Three things we can state plainly, because they are true of every workspace today.

  • Stored in Sydney. Production runs in the Sydney region, so client data stays in Australia.
  • Your own key. Briefs, recaps, transcripts and connector credentials are encrypted with each workspace’s own key.
  • Signed records as PDF/A. Every signed document is kept timestamped in your ledger.

Briefi keeps the record, complete and in order. The advice, and the obligations that come with it, stay with your practice.

Read the security overview
Built for your trade

It already speaks your language.

Financial adviceFact-finds on the client’s phone, fee consent tracked to the day.Mortgage and finance brokingA pipeline and loan register that know when each fixed rate rolls off.Insurance brokingRenewals that surface weeks out, every claim with its own trail.AccountingEvery entity a client controls, engagement letters signed first.Business advisoryEvery commitment from the meeting, followed through to done.
A finance broker’s Briefi pipeline: an active pipeline of 2.19 million dollars across 4 deals, including franchise funding for Haddad Coffee Co at 320 thousand and fleet finance for Chen Freight Logistics at 450 thousand.
A broker’s pipeline, from a demo workspace.
Pricing

Pay for the edition you use.

14-day free trial on every edition.AUD shown. Your currency is detected at checkout.

Meetings

FromA$19/mo

Brief, capture, recap and follow-up, for anyone with external meetings.

  • Solo A$19
  • Pro A$39
  • Business A$69
Start free trial

Sign

FromA$39/mo

Forms completed and signed on your own subdomain, every copy kept.

  • Briefi Sign A$39
Start free trial

Advisor

FromA$69/mo

Meetings and Sign, plus households, registers, reviews and a client portal.

  • Start A$69
  • Solo A$89
  • Practice A$249
Start free trial
Monthly billing shown. Annual billing costs less.Compare every plan
Questions

What practices ask first.

Where is my data stored?

Production runs in the Sydney region, so your data stays in Australia. Briefs, recaps, transcripts and connector credentials are encrypted with your workspace’s own key.

Does a bot join my calls?

Only if you want one to. Briefi can send a notetaker into your video call, or you can record in the browser for a meeting in your office. You choose per meeting.

Can clients sign on their phone?

Yes. Forms open on your own subdomain and work in a phone browser, with no app to install. Co-signers each get their own link, and the signed copy is kept as a timestamped PDF/A.

Can I start with Meetings and add Advisor later?

Yes. Advisor includes everything in Meetings and Sign, so moving up keeps your meetings, contacts and history in the same workspace.

How long is the free trial?

14 days on any edition. Your meetings, contacts and signed documents stay in the workspace when you choose a plan.

Does Briefi make my practice compliant?

No software can do that. Briefi keeps a complete, timestamped record of what was discussed, sent and signed, which makes your obligations easier to evidence. The obligations stay with your practice.

Bring one client. We will show you their year.

A 30-minute demo, built around a household or client like one of yours.

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