Bulk send and payments
DocuSign offers bulk send and payment collection, and web forms on its Business Pro plan. Briefi sends each form to named signers and does not take payments from your clients.12
Both send documents for clients to sign online. DocuSign is the broad, established platform, with web forms, bulk send, payment collection, identity checks and enterprise certification. Briefi Sign is narrower and built around the client: the signed PDF files to that client’s record with the signing evidence on the page. If you need that breadth or a large buyer asks for named certifications, DocuSign is the safer pick. If the signed form is one step in a relationship you also meet and review, Briefi keeps it in one place.
What each does today. Every line about DocuSign links to the page it came from.
| Briefi SignPlans from A$39 a month | DocuSign | |
|---|---|---|
| Signing | ||
| Online signing | Briefi SignYesClients complete and sign on their phone, with a drawn or typed signature | DocuSignYeseSignature is its core product1 |
| Forms for clients to fill in | Briefi SignYesFact-finds, check-in forms and signed forms, from templates in your own wording, sent to named clients | DocuSignYesWeb forms on Business Pro12 |
| Bulk send | Briefi SignNoBriefi sends each document to named signers, from a template or an imported file | DocuSignYesBulk send is offered with eSignature1 |
| Identity and payments | ||
| Identity check before signing | Briefi SignNot yetBuilt, but not switched on | DocuSignYesCharged per attempt, from AU$3.302 |
| Take a payment with the signature | Briefi SignNoBriefi does not take payments from your clients | DocuSignYesPayment collection is offered with eSignature1 |
Sign is the paperwork without the meetings. Advisor includes everything in Sign plus the meeting tools, the client record, registers and a client portal. A row appears only where DocuSign’s own pages say something we could check.
If any of these decides it for you, DocuSign is likely the better fit today.
DocuSign offers bulk send and payment collection, and web forms on its Business Pro plan. Briefi sends each form to named signers and does not take payments from your clients.12
DocuSign prices ID verification per attempt, from AU$3.30. Briefi’s identity checks are not available yet.2
DocuSign lists ISO 27001:2022, SOC 2 Type 2, SOC 1 Type 2 and PCI-DSS.3
DocuSign’s Australian announcement describes an IRAP assessment at Protected level.4
Briefi was built for small practices that meet the same clients for years. Signing is where a form ends, and the record is where it lands.
Start from a template or import a Word or PDF document, put in your firm’s wording and send it. Initials carry forward on an amendment, so a signer is not asked to initial a section nobody changed.
Each signer can have their own link, sign together on one device, or be countersigned by your firm. A signer can name an attorney and the power they sign under.
The signed PDF carries a certificate page with names, times, IP address, device and location, and a SHA-256 digest of the document.
Advisor puts meetings, forms and signed copies for a client on one record, with registers for loans, policies, entities and claims, and an optional client portal.
Sign on its own has no meeting capture, no client portal and no review cadences. Advisor adds them on the same workspace.
Both charge by the month for each user. DocuSign’s figures are the Australian dollar prices its pricing page showed on the date shown, and they vary by plan and billing term; check its page before you decide.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
For client forms, often yes: fact-finds, engagement letters, entity details and consents, completed and signed on a phone and filed to the client. If you rely on bulk send, payments, identity checks or a named certification, not yet.
Electronic signatures are widely used here, but some documents have their own signing rules. Check the rules for your document type. Each Briefi signature comes with a certificate page that records who signed, when and from where.
Not yet. Identity checks are built but not switched on, so there is nothing to set up or pay for. If you need them today, DocuSign offers them.
The Security page sets out how data is stored, encrypted and accessed, so your own review can proceed on the facts.
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.
Yes. Nothing in Briefi stops you finishing documents in DocuSign while new ones go out from Briefi.
Last reviewed 15 October 2026. Facts about DocuSign come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages