Brieff

Brieff - Exceptional, streamlined client advisory. Transform how you deliver advisory services. Brieff brings structure, accountability, and clarity to every client relationship – whether you're the advisor guiding the journey or the business owner working toward your goals. The perfect advisory companion Record meetings with AI summaries, access all of your key meeting content, and drive greater business impact – all from your pocket. Seamlessly in sync with your Brieff web workspace. For Advisors: Deliver your best advisory service from anywhere Transform how you deliver advisory with a powerful app that captures every conversation and drives every action forward. Advisory meetings, revolutionised • One-tap in-person meeting recorder with instant AI processing • Get summaries, transcripts, and actions within seconds • Review client Check-ins before you walk into the room • Access meeting agendas and prep materials instantly • Track who's completed what across your entire firm Stay Connected to Every Client • Real-time notifications when clients complete Check-ins • Manage actions across your firm – open, update, close • Calendar view of all upcoming and past meetings • Jump straight to what matters with smart deep links • Everything syncs with your web workspace automatically For Business Owners: Your Goals, In Focus Keep your business moving forward between meetings. Complete Check-ins, track progress, and stay accountable to the goals that matter most. Progress That Travels With You • Visual goal tracking shows exactly where you stand • Organised actions – see what's overdue, upcoming, and complete • Guided Check-ins take just minutes to complete • One-tap access to join virtual meetings • View your complete advisory journey and achievements Designed for Busy Professionals Whether you're an advisor heading to a client meeting or a business owner checking progress between calls, Brieff respects your time while keeping you informed and connected. The Mobile Advantage Advisors using the Brieff mobile app report more productive meetings, better follow-through, and stronger client relationships. Business owners stay more engaged and achieve goals faster with consistent touchpoints and clear accountability. • Record and transcribe any in-person meeting • AI-powered summaries and action extraction • Push notifications keep everyone aligned • Works offline and syncs when connected • Seamlessly integrated with the Brieff web platform Smart & Secure • Face ID/Touch ID security • Bank-grade encryption throughout • Works offline, syncs automatically • Background uploads ensure reliability Game-Changer: Advisors, Your Advisory Workspace Is Now Mobile We've completely rebuilt the Brieff mobile app. What started as a client companion app is now a full-powered advisory platform for everyone. NEW: Advisor Access • In-Person Meeting Recorder - One tap starts recording. AI handles the rest. Get summaries, transcripts, and actions within moments. • Complete Action Management - View, update, and close actions across your entire firm, right from your pocket • Client Check-in Reviews - See completed Check-ins before meetings. Walk in prepared, every time. • Meeting Hub - Access agendas, prep materials, past notes, and actions for every client meeting on Brieff • Real-Time Notifications - Know instantly when clients complete Check-ins or when AI summaries are ready • Full Calendar View - See all upcoming and past meetings in one easily navigated view Enhanced for Everyone • Faster load times and smoother transitions throughout • Enhanced security • Refined UI for both advisor and client experiences This update is a complete reimagining of what Brieff can do for accounting firms and their clients. Your entire advisory workspace, truly mobile. Requirements: Active Brieff subscription (advisors) or invitation from advisor (clients).