Meetings, head to head

Briefi vs Heidi Health

These two do different jobs. Heidi is a clinical scribe: it listens during a consult and writes the clinical note, the referral and the letter to the GP for doctors, nurses and allied health. Briefi is for client-facing professional services meetings: a brief before you meet, a follow-up drafted and sent from your own mailbox, and the meeting filed to the client’s record. If you are a health practitioner writing clinical notes, Heidi is built for you. If you advise clients and owe them something after each meeting, Briefi keeps that in one place.

ReviewedLast reviewed 15 October 2026. Heidi Health facts checked 15 October 2026

Choose Heidi Health if

  • You are a clinician who needs the clinical note written from the consult1
  • You want referrals, letters to the GP and care plans drafted from the visit1
  • You want a statement that data is hosted within Australia3

Choose Briefi if

  • You advise clients in finance, insurance, accounting or similar, and want a brief in front of you before the meeting
  • You want the follow-up drafted and sent from your own mailbox, with actions tracked in a register
  • You want the meeting, forms, signing and portal on one client record
At a glance

Briefi and Heidi Health, side by side

What each does today. Heidi is a clinical scribe, so rows compare only where its own pages say something we could check. Every line about Heidi links to the page it came from.

Briefi Meetings compared with Heidi Health, by feature group
Briefi MeetingsPlans from A$39 a monthHeidi Health
Capture
Capture during the meetingBriefi MeetingsYesBrowser recording, and a standalone recorder for face-to-face meetingsHeidi HealthYesAmbient listening during visits, and a desktop app for macOS and Windows that captures telehealth audio from the call1
LanguagesBriefi MeetingsDetects the language spokenTranscription auto-detects the language. The recaps, forms and PDFs Briefi writes are in English only.Heidi HealthCites seventy-seven languagesA study cited on its page covers transcription across seventy-seven languages; the page is not a full list of supported languages1
Before and after the meeting
Preparation before the meetingBriefi MeetingsYesA brief generated before you meetHeidi HealthTelehealth and ward-round prepPrepares from a patient list taken from your EHR, an integration or pasted in. It is clinical preparation, not a general meeting brief.1
Follow-up documentsBriefi MeetingsYesDrafted, then sent from your own Gmail, Microsoft 365 or SMTP mailboxHeidi HealthYesDrafts referrals, letters to the GP and care plans, and sends a patient recap only after the clinician approves1
Integrations
ConnectionsBriefi MeetingsTenGoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365, on Pro and upHeidi HealthEHR add-on, email and chatLists an EHR integration as an add-on, with Slack, Teams, Gmail and Outlook named.12
Assurance
Where client data is heldBriefi MeetingsStored in SydneySome processing uses providers overseas. The Security page lists them.Heidi HealthLocally hosted in Australia, it saysFor Australian customers its compliance page says all data is locally hosted within Australia. It names no cloud provider or data centre.3
Yes, todayPartly, or on another planNoNot stated

Meetings is the notetaker. Advisor is the notetaker plus the client. Advisor includes everything in Meetings plus signing, the client record, registers and a client portal. A row appears only where Heidi’s own pages say something we could check.

Where Heidi Health wins

When Heidi Health is the better choice

If any of these decides it for you, Heidi Health is likely the better fit today.

Clinical

Built for clinical notes

Heidi describes itself as clinical-grade AI for physicians and health systems, for doctors, nurses, allied health and practice managers. Briefi is built for client meetings in professional services, not clinical notes.1

Documents

Referrals, letters and care plans

Heidi drafts referrals, letters to the GP and care plans from the visit, and holds a patient recap until the clinician approves it.1

Hosting

Australian hosting stated

Heidi’s compliance page says that for Australian customers all data is locally hosted within Australia. Briefi’s data is stored in Sydney, with some processing by providers overseas.3

Assurance

A long list of attestations

Heidi’s home page lists HIPAA, SOC 2 Type II attested, GDPR, ISO 27001 and others, including the Australian Privacy Principles.1

Free

A free seat to start

Heidi offers a free plan with one seat and limited usage, and a free trial of its Clinician plan.2

Where Briefi is different

The meeting is one step in the client’s story.

Briefi was built for people who meet the same clients for years. The notes are where a meeting ends, and what you owe the client is what comes next.

  • A brief before you meetMeetings

    Briefi writes a brief ahead of the meeting, so you walk in knowing the history, the open actions and what was promised last time.

  • The follow-up, from your own mailboxMeetings

    The recap becomes a follow-up draft you can edit and send from your Gmail, Microsoft 365 or SMTP mailbox, so it arrives from you.

  • An action register, not a list in a noteMeetings

    Actions from every meeting land in one register, with reminders on Pro and up, so nothing lives only in last month’s notes.

  • The meeting on the client’s recordAdvisor

    Advisor puts meetings, forms, signed copies and registers for a client on one record, with an optional client portal.

Meetings on its own has no client record, signing or portal. Advisor adds them on the same workspace.

Pricing

Pricing compared

Heidi’s pricing page showed no dollar figures when we read it, so there is no price to compare. Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. Check Heidi’s page for its current terms.

Pro
From A$39 a month
  • 6 capture hours each month
  • Monthly or annual billing
Figures from Briefi’s live price list
Heidi Health
From Free, then on request
  • Free: one free seat with limited usage
  • Clinician: a free trial, then priced on request, with a Standard or Max seat
  • Practice: priced on request
  • Enterprise: priced on request, with a custom pool, SSO and custom hosting and terms
  • No dollar figures were shown on the page we read
Checked on 15 October 2026. Source 2

Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.

Questions

Briefi and Heidi Health, asked often

Is Briefi a Heidi replacement?

No, they do different jobs. Heidi writes clinical notes from a consult for health practitioners. Briefi is for client meetings in professional services. If you are a clinician, Heidi is the tool built for your work.

Does Briefi join meetings with a bot?

Yes, on Pro and up, for Zoom, Teams and Google Meet, when the calendar event has a join link. You can also record without a bot in the browser, or face to face with the standalone recorder.

Does Briefi connect to Salesforce?

Yes, on Pro and up. Briefi connects to GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365.

Does Briefi write in languages other than English?

Transcription detects the language spoken. The recaps, forms and PDFs Briefi writes are in English only.

Where is my clients’ data stored?

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.

How does Briefi protect client data?

The Security page sets out how data is stored, encrypted and accessed, so your own review can proceed on the facts.

Try it

Meet a client. See the brief, then the follow-up.

Start free trial Pro from A$39 a month

Sources and review

Last reviewed 15 October 2026. Facts about Heidi Health 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.

  1. 1Heidi Health, Australian home page. https://www.heidihealth.com/en-au Checked 15 October 2026.
  2. 2Heidi Health, pricing. https://www.heidihealth.com/pricing Checked 15 October 2026.
  3. 3Heidi Health, Australian compliance. https://www.heidihealth.com/en-au/compliance/app Checked 15 October 2026.

Briefi’s own pages

  1. B1briefi.sh/meetings. https://briefi.sh/meetings
  2. B2briefi.sh/security. https://briefi.sh/security
  3. B3briefi.sh/advisor. https://briefi.sh/advisor