As early adopters, we rolled out Brieff across Future Advisory to streamline every advisory session we run with clients. Having a structured agenda, AI-generated meeting notes, and clear follow-up accountability in one place has completely changed the way we run client meetings. It ensures every conversation is focused, documented, and actually moves the client forward. The AI summaries save our team a huge amount of time, and the action tracking keeps both our team and the client accountable between meetings. For firms serious about delivering structured advisory services rather than just talking about them, Brieff is a genuine game changer.

We've been using Brieff since the very early days and it has helped bring a reliable structure to our advisory services. It provides efficiencies by being able to include more junior staff members in the advisory services. It's also a great central source of truth for our longer-term goals, shorter-term goals, and our action items to ensure that these goals are hit. One key feature I personally love is getting an understanding of how our clients are feeling about their business and our advisory services. This is a killer app!

We use Brieff across the firm for client meetings. It records the conversation, generates an AI summary and transcript, and pulls out action items automatically... so by the time I walk into a meeting, I can review past notes and know exactly where things were left. It means less time scrambling to remember what was discussed last time and more time actually moving things forward with clients.