Intake, elegantly prepared
Messy enquiries. Matters ready to act on.
Briefly reads the enquiry and its documents, checks your firm’s rulebook, and prepares the next step—while every decision stays with you.
Built for small legal, accounting, advisory, and consulting firms.
What to expect
Designed for professional judgment, not around it.
No invented facts
Every extracted field is traceable to a client quote or document page. Missing means missing.
Your requirements
Readiness is judged against rubrics your firm controls—not a generic checklist.
Human approval
Briefly drafts and prepares. Your professional reviews, decides, and sends.
From inbound to prepared
The intake work happens before it reaches your desk.
Briefly turns unstructured emails, forms, and attachments into a clear matter record your firm can verify and use.
One view of what you know—and what you still need.
Structured matter facts
- Matter type classified
- Key parties extracted
- Dates and amounts page-cited
Next action prepared
A concise follow-up requests the outstanding identity and timing details before the matter can proceed.
Ground every fact
Extracted fields point back to the client’s words or a cited document page. If a fact is absent, it stays absent.
Prepare the next action
Get a follow-up draft for missing details or an Initial Work Brief and consultation plan when the matter is ready.
Apply the rules you already know cold.
Encode jurisdiction- and matter-specific requirements once, then let Briefly apply them consistently to every intake.
0–100%
Pricing
Start with the intake volume you have today.
Choose a practical starting point. Confirm current pricing and included matter volume during onboarding.
Solo
For one fee-earner reclaiming intake time.
Early access
- One firm workspace
- Custom intake rubrics
- Grounded document extraction
- Approval-first drafts
Practice
For firms sharing intake rules and review.
Tailored
- Everything in Solo
- Multiple reviewers
- Shared rubric library
- Guided firm setup
Questions, answered
Trust requires clarity.
Make intake ready before you open it
Give your expertise more time for the work that needs it.
Bring one real intake workflow. Briefly will help turn your requirements into a repeatable, approval-first process.