Before a free first call, send the client your Tellbrief link. They answer about 30 questions about their business. You clear their names for conflicts before you see their answers, then read a short brief: the issues, the documents to ask for, and related work you could offer.
$75 a brief, never more than $199 a month per lawyer. Your first three briefs are free.
No card. We set it up with you on a 15-minute call.
Conflict check before the brief
No AI
Never recorded
Deleted after 14 days
Names clearedMade-up example · Example Co, a sauce maker with its first big retail deal
The recipe may not be fully theirs
“Our recipes were developed with a contract manufacturer in Ohio, and I’m not sure who owns them.”
Ask on the call
Did they develop the recipe before working with the manufacturer, or together?
What did they sign with the manufacturer: a supply agreement, an NDA, a quote, or nothing?
Can the manufacturer make the same product for anyone else, and what happens if the relationship ends?
What settles it
The manufacturing, co-packing or supply agreement, and any NDA with the manufacturer.
Work you could offer
Review and negotiate the retailer’s vendor agreement, which is what they asked about. Before that: confirm who owns the recipe, and put the founders’ ownership in writing.
Rule 1.18’s comment says a lawyer considering a new matter “should limit the initial consultation to only such information as reasonably appears necessary for that purpose.”1 So the brief stays locked until you’ve run your conflict check. Security details
Names reach you first. The email says names are waiting, with no client details.
You clear or decline. Decline, and the brief is deleted unread.
Then the brief opens.
Names to checkWaiting on you
Company
Example Co
Founder
Pat Example
Other side
Example Grocer, Example Manufacturer
Answers locked until you decide
ClearDeclineCopy names
Clear: the brief opensDecline: deleted unread
No AINo AI model reads your client’s answers. The brief comes from their answers and notes we wrote ahead of time for each business situation.
EncryptedNames and briefs are encrypted, and each firm’s records are kept apart.
No trackersNo ad trackers, analytics or cookies.
Deleted after 14 daysTellbrief deletes its copy 14 days after a brief reaches you. We email you 3 days before, so you can save the PDF.
Stays separateIt doesn’t connect to practice-management software, so it never sees your other clients. How setup works
How it works
It starts after the client books
Send your link. Put it in your booking confirmation, and every new client gets it.
They answer about 30 questions. What’s changing in the business, who’s on the other side, who owns what. Most answers take one tap. No account. They get a copy of their brief, with no legal advice or conclusions in it.
You run the conflict check first. Then the brief opens.
You read the brief and take the call. It opens on your dashboard, and you can save it as a PDF for the matter file.
Check it yourself
See every part before a client does
Tellbrief is new, so try all of it first.
Read a full briefA made-up client, every issue included. Open the demo brief
It comes from you after they book, with your firm’s name on it. Most questions take one tap. If they skip it, the call goes ahead as usual. Try it as your client first.
Keep it. Tellbrief asks about the business itself, and goes in the confirmation your booking tool already sends.
Is it worth $75 a brief?
Three briefs are free. After that, clients you decline cost nothing, and one lawyer never pays more than $199 a month.
I’ll think about it.
A pilot costs nothing and changes nothing on your website. Firms set up before April 1, 2027 get the founding price for a year.
Starting a pilot
Tell us about your firmYour firm, practice area and state.
We set up your link with youOn a 15-minute call. You paste one line into your booking confirmation. No confirmation email yet? Start from our consultation email template.
You decide after three briefsYour pilot report shows how many clients sent a brief and how many hired you.
You can try it without changing your website. Before your first real client, we agree in writing on the price and how client information is handled. If someone at your firm approves new tools, send them the firm packet.