Briefi Sign

Send the form. Get it back signed.

For practices that live on paperwork. Send a fact-find or a form, your client completes and signs it on their phone, and the signed PDF files itself to their record with the evidence of who signed, when and from where.

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A$39 a monthone user, 40 form requests

14-day free trial5 form requests to try it

No meeting toolson purpose: that is Advisor

One form, start to finish

Two new clients, one fact-find, and both signatures before the first appointment.

Kestrel Accounting is taking on Grace and Ben Harlow, who run Harlow Joinery Pty Ltd. Before they first sit down together, Kestrel needs the couple’s fact-find: who they are, the business, what they own and owe, and a declaration both of them sign. Here is how it goes out, and what comes back.

1 · SendKestrel sends itFrom its own mailbox, with what it already knows filled in.
2 · SignGrace completes it on her phoneThen Ben gets a text and signs on his own link.
3 · FileThe signed copy is filedThe answers and the declaration, with the evidence under each signature.
4 · ChaseNothing slipsEvery form, and who it is waiting on.

SendGrace and Ben Harlow

Pick the form, fill in what you know, choose who signs.

Start from a Briefi form or your own copy of one. The client sees a short form with your wording and your version number, not a blank template.

Your wording, your version. Briefi’s fact-finds, engagement letters, entity details and consents are frames: copy one, put in your firm’s wording and set a version before it goes out.
Fill in what you already know. Fields marked for the firm, like the company name and ACN or the review date, are filled in when you send, so the client confirms instead of retyping.
Two signers, three ways. Each on their own link, together on one device after a code goes to the second signer’s own address, or countersigned by someone in your firm.
From your own address. Connect your mailbox and requests go from your firm. Until you do, they go from Briefi under your firm’s name.

Illustration with sample data.

SignOn their phones

Grace fills it in and signs. Ben gets a text when it is his turn.

The link opens in the phone’s browser. No app, no account, no password. Grace works through five short sections, confirms the declaration and signs on the screen. Ben’s link goes out once she submits, by email and by text, so he checks and signs a completed fact-find, never a blank one.

Reminders by email and text. The second signer is reminded after 3 and 10 days, on the same link. If the second signer has not signed within 30 days, the form lapses and you are told once.
Ask for a change instead. A signer can ask for a change, which holds the form open. You amend it and everyone signs again. A decline stops the form.
Signing for someone else. Name an attorney and the power they sign under. The form records that your firm saw the document, not that it is valid.

Illustrations with sample data. Texts come from a shared number for now, with your firm’s name at the start.

FileGrace and Ben Harlow’s record

The signed copy files itself, with the evidence on the page.

Nothing is filed until the last signature is in. Then the PDFs go onto the client’s record, and each signer is emailed their own copy.

A PDF of the completed fact-find and one of each signed document, under Forms and documents on the client’s record.
Evidence under every signature: the signer’s name, email address, date and time, IP address, approximate location and device.
Kept as it was signed. Briefi stores a SHA-256 fingerprint of each signed PDF, so a copy can be checked against the original.

Signatures and the law

Australia’s Electronic Transactions Acts recognise electronic signatures where the method identifies the signer and shows their intention, and each signature here carries a signing record: who signed, when, and from which device. Some documents, such as wills and some deeds, have their own signing rules, so check what yours require.

Illustrations with sample data: the client’s record, then a page of the signed PDF.

Between sending and signed

Every form you sent, and who it is waiting on.

Sign opens on your forms, not a dashboard. The year-end paperwork that usually arrives in pieces comes in through the same place.

Sent and signing

Waiting on the client, waiting on someone else to sign, completed, or lapsed. Remind from the row, or open the client to read their answers and the signed copy.

Ask for the documents too

The client uploads through a link sent to their own address, opened with a code that goes there too. An upload only arrives: someone at your firm accepts or waives each item. How long the files are kept is stated on the upload page.

Illustrations with sample data.

Sign, Meetings and Advisor

Sign is the paperwork without the meetings.

Each workspace has one plan. Sign covers forms, signatures, document requests and texts to clients. It has no meeting capture and writes no briefs or recaps.

What is included	SignA$39 a month	Meetingsfrom A$19 a month	Advisorfrom A$69 a month, per adviser
Forms and fact-finds your clients complete on a phone	Included	Questions before a meeting, on Business	Included
Signatures, signing evidence and signed PDFs	Included	Not included	Included
Ask clients for documents by upload link	Included	Not included	Included
Form requests a month	40 per userSend packs: 25 for A$25, 100 for A$90	Not applicable	40 per user
Texts to clients a month	50	None	From 25
Meeting capture, briefs, recaps and follow-up drafts	Not included	Included	Included
Client portal	Clients reply through the link you send	Not included	Included
Review dates, registers and claims	Not included	Not included	Included

When you start meeting clients through Briefi, move up to Advisor.

Advisor includes everything in Sign, plus meeting capture, briefs, recaps and the client record. You change the plan on the same workspace, so your forms, signed copies and contacts stay where they are.

TodayStart on Sign
Forms, signatures, document requests and texts, from your own mailbox. A$39 a month.
When you meet clientsMove up to Advisor
From A$69 a month per adviser. Your signed records come with you.

Not to Meetings

The Meetings plans do not send forms for signature, so they are not a step up from Sign.

Sign pricing

One plan, priced per user.

Billed each month. Switch to annual for a lower rate.Billed each month. Switch to annual for a lower rate.

Briefi Sign

A$39A$29a month

Each extra user A$29A$19 a month, up to 20 users

Users: 1add more as you grow
Form requests: 40per user, each month
Texts to clients: 50a month, for the workspace
Mailbox: 1requests go from your firm

Send packs for a busy monthOne-off

25extra requestsA$25
100extra requestsA$90

Packs never expire and are shared across the workspace. They are used only after the month’s included requests run out. Nothing tops up on its own.

Packs do not lift the daily limit. Each user can still send up to 20 requests a day.

Need more every month? An extra user at A$29A$19 a month brings their own 40, which costs less per request.

Forms and fact-finds your clients complete in a phone browser
Signatures from one or more signers, with signing evidence and signed PDFs
Document requests through an upload link
Reminders by email and text
Identity checks Coming soon

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14-day free trial with 5 form requests. AUD prices include GST for Australian customers. Your currency is detected at checkout.All plans and prices

Questions

What people ask first.

Do my clients need an account or an app?

No. They get a link by email, and by text if you turn texts on, and complete the form in their phone’s browser. A document request link asks for a code, which goes to their own address.

Is an electronic signature enough for my documents?

Often, yes: Australia’s Electronic Transactions Acts recognise electronic signatures where the method identifies the signer and shows their intention. Some documents have their own signing rules, such as wills, some deeds, statutory declarations and documents that need a witness, so check what yours require. Briefi does not decide that for you. It records the evidence: who signed, their email address, the date and time, their IP address, an approximate location and their device, printed under each signature.

Can two people sign the same form?

Yes. Each signs on their own link, both sign on one device after a code goes to the second signer, or someone in your firm countersigns. Each signer gets their own evidence on the PDF and their own copy by email.

Who do the texts come from?

For now, a shared number, with your firm’s name at the start of each message. Sign includes 50 texts a month for the workspace, and you choose which jobs use them: requests, reminders or the second signer’s link.

Can Sign check a client’s identity?

Not yet. Identity checks are coming soon. Until they are switched on there is nothing to set up or pay for.

Can I use my own wording?

Yes. Briefi’s forms are starting points. Make your own copy, change the wording and questions, and set a version number. A form already sent keeps the wording it went out with.

Does Sign record meetings?

No. Sign has no meeting capture and writes no briefs, recaps or follow-ups. If you want those as well, Advisor includes everything in Sign plus the meeting tools, and you can move up on the same workspace.

Send one form. Watch it come back signed.

Start a 14-day trial and send a fact-find to yourself first, or book a 30-minute demo.

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