The information Briefly processes is relationship-critical and often client-sensitive. Our product and operating model are built to keep that context controlled, reviewable, and traceable.
Source-backed outputs
Briefs and workflow outputs are designed to remain traceable to the documents, notes, emails, and records that support them.
Advisor review
Briefly supports advisor-in-the-loop workflows. AI-generated outputs are intended to assist professionals, not replace professional judgment.
Least-privilege access
Application-level access controls scope users to the data and workflows their role and firm require. Database-level firm isolation is on our enterprise hardening roadmap.
Encryption and vendor review
We use modern cloud infrastructure patterns, encrypted transport, and vendor review for critical service providers.
No general model training on client data
Client data is processed to provide the service. It is not used to train general-purpose models for other customers.
SOC 2 aligned controls
Our security program is built around the SOC 2 Trust Services Criteria. Formal certification is on our enterprise roadmap, not yet in audit.