Brieff
10 Reviews
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George Schuh
Posted
Great to get client thoughts before a meeting.
Blake Jenkins
Posted
Advisory Streamline and Scale
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
Ben Roberts
Posted
Adds professionalism to our advisory service
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.
Aly Garrett
Posted
From Chaos to Clarity, Advisory That Actually Scales
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.
DC
David Cowling
Posted
Brieff is incredible. It adds so much value to our clients and the advisory experience. Clients know what direction their headed, instant accountability tools and reminders, client meeting notes and visibility. Its an incredibly impressive piece of kit and I thoroughly recommend it for every firm.
One person found this review helpful.
LS
Lynda Steffens
Posted
Finally, Notes That Actually Support Advisory
Brieiff has saved me hours and lifted the quality of my client work at the same time. The notes require almost no editing and capture conversations in a way that supports real advisory outcomes. If you run client meetings regularly, this is a no-brainer.
One person found this review helpful.
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