Pricing plan
Priced to suit your firm.
Add clients to Brieff as you grow your advisory service.
Standard plan
Free 14-day trial.
Cancel anytime.
Includes 15 client connections
Unlimited firm users
Unlimited feature use, including Check-ins, meetings, goals & actions
Unlimited contacts per client
Easily add more clients
Clients 16 to 30 - $12 /month
Clients 31 and up - $9 /month
Clients 16 to 30 - $12 /month
Clients 31 and up - $9 /month
A$225/month
Trusted by and built alongside leading advisory firms
COMMON QUESTIONS
Frequently Asked Questions
How do clients receive check-ins?
Clients are sent check-ins through email and sms (optional). After a check-in is completed, clients will receive an email with their completed response.
How many check-ins can I send?
Unlimited! Your firm can send as many check-ins as they like to as many contacts as they'd like.
Do you have integrations?
Yes! We have Microsoft Outlook Calendar and Google Calendar integrations to make managing meetings in Brieff quick and easy.
What if a client has multiple contacts?
Great! You can have as many contacts for a client as you'd like. Each contact can be sent their own check-in and assigned actions.
Do clients need a login?
Nope! Clients receive check-ins, meeting summaries, and action reminders through their email and sms (optional). No login is required!
How do I get support if I need help?
We have a slack channel where we love to hear from users about feedback, support, and even product ideas! Additionally, we are based in Sydney, Australia and are always available over email.
REVIEWS
What our users are saying
"The traditional way of delivering advisory to clients can be ad hoc and senior team-heavy. Enter Brieff, allowing you to step into the future of advisory.
Brieff has helped to systemise our advisory offerings with scheduled client check-ins, helping to improve oversight and client relationships, build processes into regular advisory meetings (to allow team members at every level to be involved) with question stacks and customised agendas, and so much more. Everything you need for your advisory meetings all in one place (future and historic), we are ALL IN to that."
Brieff has helped to systemise our advisory offerings with scheduled client check-ins, helping to improve oversight and client relationships, build processes into regular advisory meetings (to allow team members at every level to be involved) with question stacks and customised agendas, and so much more. Everything you need for your advisory meetings all in one place (future and historic), we are ALL IN to that."
"Before Brieff, our major pain points revolved around a lack of structure in meetings and scattered notes and actions. It felt like we were always playing catch-up, and we struggled to focus on what truly mattered to our clients.
What I appreciate the most about Brieff is its centralised platform that elegantly combines notes, actions, and pre-meeting check-ins. The pre-meeting check-ins have been game-changing; they allow us to customise advisory sessions based on what our clients actually need, making our service genuinely collaborative.
Since implementing Brieff, not only has our internal process improved dramatically, but we've also been able to deliver a much more tailored and impactful service to our clients."
What I appreciate the most about Brieff is its centralised platform that elegantly combines notes, actions, and pre-meeting check-ins. The pre-meeting check-ins have been game-changing; they allow us to customise advisory sessions based on what our clients actually need, making our service genuinely collaborative.
Since implementing Brieff, not only has our internal process improved dramatically, but we've also been able to deliver a much more tailored and impactful service to our clients."
"Prior to using Brieff, the open-ended nature of business advisory meant that our processes for delivering were subpar. Brieff has assisted us in creating some structure around advisory. My favourite thing is the clarity I get from client check-ins that helps me guide the conversations into the areas that they find most valuable."
