Start with the Claude connector.

Pick your seats and check out. Most teams are asking questions inside Claude the same day.

Seats

Buy a seat for each advisor who will use it. Your team claims the rest by installing Briefly and signing in with an email at your firm's domain, so there is nothing to send them.

More than 25 seats? Book a demo and we'll set your firm up directly.

Order summary

Briefly Connector 1 seat

$100.00 x 1 seat / month

Total due today $0.00

Then $100.00/month after your 30-day free month

The connector reads files on your own computer. Client files never reach our servers.

After checkout, you download the connector and point it at your folders. Anyone else on your team does the same and signs in with their work email.

By continuing to checkout, you agree to the Terms of Service, Privacy Policy, and Connector EULA.

Checkout takes a card but charges nothing for 30 days. Cancel from the billing portal any time.

Prefer to see it first? Book a demo.

Want the web app instead? Switch to the web app tab or compare the two.