For lawyers
Start your free pilot
Your first three briefs are free. It takes a minute, and the only change at the firm is one line in your booking confirmation.
- 1We set up your linkWe reply by email and set it up with you on a short call. Skip the call if you like.
- 2It goes in your booking confirmationEvery new client gets it before the free first call, without anyone remembering to send it.
- 3You check names, then read the briefThe call starts with the client’s questions instead of the background.
Thanks, we’ll be in touch
We’ll reply to to set up your link. Nothing is set up or billed until then.
While you wait
- Try it as your client: the questions they’ll answer. Nothing is sent.
- Open the dashboard demo: names first, then the brief.
- If someone at the firm approves new tools, forward them the firm packet.
Check your email
We sent a link to . It works once, for one hour, and shows your dashboard key. Have your password manager ready.
Nothing there? Look in spam, junk or quarantine, and add tellbrief.com to your safe senders, since your conflict-check notices come from the same address.
Your dashboard key
Save it in your password manager now. This is the only time it’s shown, and it isn’t sent by email.
Approve a firm
Check the bar number on that state’s bar lookup. Approving turns their link on for real clients and emails them.