As an early adopter of Brieff, we've found Brieff to be the most valuable addition to how we run our advisory meetings across our tech stack. One of the biggest wins for us has been the structure it brings to very single client meeting, regardless of which team member is running the meeting. What stands out is how Brieff supports the full meeting process. From the pre-meeting client check-ins through to the notes, summaries, and action tracking afterwards, Brieff has seriously reduced the non-chargeable admin time out of before and after meeting processes, while lifting the overall quality of our client interactions. Being able to walk into a meeting well-prepared and walk out with clear actions already documented has made a noticeable difference. We’ve also seen real value in the accountability side of things—both for our team and for clients. The goal tracking and follow-ups help ensure that meetings actually lead to progress, rather than just good conversations. Overall, Brieff has helped us move towards a more consistent and scalable advisory offering. I’d definitely recommend it to other firms looking to improve how they deliver advisory services.

I’ve been using Brieff and honestly, it’s been an absolute game changer for me. The AI features have saved me a huge amount of time, and I was completely sold after the very first meeting I used it for. It takes all the hassle out of note taking and client pre meeting check ins, which is massive when you’re juggling multiple clients and trying to stay on top of everything. The team behind it are fantastic too, constantly rolling out updates and actually listening to feedback, which makes a big difference. I’ve already been recommending it to other accountants and people in similar industries where meetings, minutes, and client conversations are a big part of the job. It’s one of those tools you don’t realise you needed until you start using it.

Great to get client thoughts before a meeting.

Such a great addition to our tech stack. Using Brieff has supercharged our client experience and interaction. Having the formalised meetings and AI recording, both online and in person) with summaries has been a game changer. Being able to show clients outputs and hold each other accountable on actions and outcomes has been invaluable in strengthening the relationship and our advisory offering. We can then scale this through the team so they can learn and execute. How do I give 10/10 stars? 100% would recommend

Brieff has been fantastic. Its AI note taking and identification of actions for the client and the firm from meetings alone is worth the investment. However, the regular contact points with the clients based on the projects and goals adds such professionalism to our advisory services. Highly recommend.

This is the kind of product you don’t realise you needed until it quietly becomes the backbone of how you deliver advisory. It has completely systemised our entire advisory journey from start to finish. Every client check-in is captured, transcripts mean nothing gets missed, actions and goals are crystal clear, and the running history gives us context at every conversation. The real magic though is how it brings the whole team into the process. Everyone knows their role, everyone can see what matters, and it has significantly reduced our reliance on senior team members holding everything in their heads. It has turned advisory from something person-dependent into something process-driven, scalable, and consistent. Better client experience, better team clarity, and far less “wait… where did we leave that conversation?” If you want advisory that runs like a well-oiled machine instead of a collection of heroic efforts, this is an absolute game changer.