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Source intake
Notes, emails, statements, transcripts, planning docs, and CRM activity enter the file as evidence — not generic data.
Briefly connects every note, email, statement, meeting, and CRM record into one source-backed client file: what changed, what matters now, and what needs advisor approval.
Add Briefly as a connector once. From then on, every advisor on your team just asks, in plain English, and Briefly answers from your firm's own source-backed files. No new app to learn, no tab to keep open.
Briefly reads every source on the client, runs the agent steps in order, and drafts a review-ready document with sources attached.
Briefly turns one client file into structured, reviewable, reusable work. Every claim sourced, every change held for advisor approval, every output ready for the team workflow.
See it workSee it workEvery client file is assembled from the work your team already creates. Briefly keeps the source attached, shows uncertainty, and waits for advisor approval before anything moves.
Notes, emails, statements, transcripts, planning documents, and CRM activity enter without migration.
Households, accounts, outside professionals, relationships, and planning issues connect to the right file.
Actions, preferences, portfolio changes, deadlines, and risks become reviewable facts.
Conflicts, sensitive facts, stale records, and low-confidence claims are held for advisor review.
Every new source and every advisor correction improves the durable memory layer.
Briefly suggests. The advisor approves before anything reaches Salesforce, a client, or the team workflow.
Anyone can summarize a meeting. Briefly is built so the value stays inside your firm and gets sharper every time your team uses it.
Every correction your team makes, a renamed household, a fixed number, the way a senior advisor likes a recap written, is remembered and shared across everyone. The more your firm uses Briefly, the sharper it gets for the whole team, not just the person who taught it.
Firm-owned memoryBriefly cites the original note, email, or statement behind every claim. Open the source in one click and check it yourself. Nothing important reaches a client or a meeting without evidence you can trace.
Citations on every claimHouseholds, accounts, outside professionals, and relationships connect into a single graph. You can ask questions that span the entire book, not just one client file, and get a grounded answer instead of a guess.
Cross-client contextMost tools keep your history locked inside their app. Briefly reads your firm's files where they already live and never holds them hostage. Export everything, any time, and walk away with your data and your firm's memory intact.
No lock-inSee Briefly live on your firm's records. We run the walkthrough with the advisor in the room.
Briefly · Demo
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