Briefi is a client-relationship platform for professional practices, designed to help turn meetings into completed work and keep important follow-ups from slipping through the cracks. It supports advisers, accounting practices, and mortgage and finance brokers with tools for the work before, during, and after client conversations, as well as the paperwork and key dates in between.

The Meetings edition prepares meeting briefs from earlier conversations and email threads, captures and transcribes discussions, identifies actions, and drafts follow-up messages for review. The Sign edition lets clients complete and sign forms, including those requiring multiple signatories, and keeps signed copies in a timestamped ledger. The Advisor edition brings the broader relationship together, with features such as review schedules, policy renewal reminders, consent tracking, and weekly practice reviews that highlight open follow-ups, stalled work, and quiet contacts. Briefi also offers product integrations and enterprise options. Pricing starts at A$19 per month, with a 14-day free trial. The service is hosted in Sydney and states that workspaces are encrypted with their own key.