Start your free pilot
Your first three briefs are free, with no card.
- 1We set up your linkWe email you to book a 15-minute call, and set up your link and dashboard with you on it.We email you a one-time link to your dashboard and key.
- 2It goes in your booking confirmationEvery new client gets it before the free first call.
- 3You check names, then read the briefYou know their business, and the work you could offer, before the call starts.
Thanks, we’ll be in touch
Pick a time for your 15-minute setup call. Nothing is set up or billed until then.
Pick a time for your setup call (opens in a new tab)
We have your request. We’ll email you at to book a 15-minute call and set up your link with you on it. Nothing is set up or billed until then.
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.
On the call you’ll paste one line into your booking confirmation. See where it goes.
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.