NEWMeet Brio, your delivery assistant

Run every client engagement from your own Drive.

A client workspace on the Google Drive or OneDrive you already use, with Brio as your assistant for client delivery. Your files never leave your Drive.

Start freeTake the tour

Free for your first client · No credit card · Book a demo

Horizon FinTech
Q2 – Product Launch Campaign
Needs attention
1 overdue · behind pace · 8 gaps
Built on the storage your firm already uses
Google DriveOneDriveSharePointBETA
Files stay in your DriveNo migrationLeave anytime, folders stay put

Brio

The executive assistant for client delivery, built into firmäThe executive assistant for client delivery

Meet Brio. It already knows where every engagement stands.

Brio reads the delivery data in your workspace (deliverables, due dates, statuses, who’s involved) and turns it into the brief you’d write yourself if you had the time. It answers in plain words and drafts the client update, and it always waits for you before anything changes.

It answers in plain words, drafts the client update, and it always waits for you before anything changes.

HOW BRIO IS KEPT IN ITS LANE

  • Reads names, statuses and dates, never what’s inside a document or a comment.
  • Never changes anything without your consent.
  • Nothing reaches a client until a person on your team publishes it.
  • Leaves Mitigation and Next Steps to the engagement lead, by design.

A day with Brio

Four real moments from the demo firm. You make every call.

  1. 8:30 AM · Today’s brief

    You · know where things stand in 30 seconds

  2. 10:15 AM · Ask Brio

    You · ask in plain words, get the facts

  3. 2:00 PM · The client update

    You · edit, then publish to the client

  4. 4:30 PM · Ask Brio on Files

    You · find what’s unfinished, before the client asks

  • Never reads what’s inside a document.
  • Never changes anything without your consent.
  • Nothing reaches a client until you publish it.

25 Brio credits a month on the free plan, 500 on Standard. One credit is one brief, summary or answer.

HOW IT WORKS

Clients shouldn’t have to ask “is this done?”

firmä gives every engagement one place where the work, its status and the conversation live together, and Brio keeps an eye on all of it.

Sign in with Google or Microsoft and pick the folders for a client. firmä maps them to Client → Engagement → Deliverable. Nothing is copied or moved, and you don’t need an IT admin.

Choose foldersMy Drive › Clients › Horizon FinTech
01 Strategy & Launch Plan4 files
02 Creative & Landing Pages6 files
03 PR & Media7 files
Internal – pricing & notesnot shared
3 folders · 17 files · stay in your DriveMap to Q2 – Product Launch
Ask Brio:“What’s still in Drafts?”
02Plan

Every deliverable on one Board.

An owner, a due date and a status for each one. Your team and your client see the same Board.

To Do1/4
QPL-20
04 Post-Launch Retrospective Report
Nov 6Taylor Kim
In Progress1/4
QPL-16
03 PR & Media Outreach Pack
Oct 27Jordan Lee
In Review1/4
QPL-11
02 Creative & Landing Page Assets
Oct 13Sam Rivera
Approved1/4
QPL-7
01 GTM Plan & Launch Readiness Kit
Oct 1Alex Jordan
Brio:1 overdue, 8 planning gaps.
  • 01Start from the folders you already have.
  • 03Your brand in front. Your Drive behind.
  • 04Know which engagement needs you today.
THE WHOLE ENGAGEMENT

Everything an engagement needs. Nothing it doesn’t.

Comments and approvals

Threaded comments on each deliverable, and a sign-off your client clicks, not an email you search for later.

Client reminders

Nudge a client about what’s waiting on them, and set a follow-up date for every contact.

Firm Overview

Pipeline, engagement types and what’s due in the next 30 days, across every client.

Audit trail

See who was given access to which files, and when, for every engagement. Changes made by Brio are logged too.

Doc Search

Find any file across clients by type, client, engagement or date.

Calendar and Inbox

Every due date on one calendar, and every client comment in one inbox.

SECURITY

Your files never leave your Drive.

firmä is non-custodial. It stores the structure (engagements, statuses, permissions and the audit log) and leaves your documents where they are.

Your storage
Google Drive or OneDrive
  • Files and folders
  • Your sharing settings
  • Your ownership, always
OAuthno copy
The delivery layer
firmä + Brio
  • Engagements and the Board
  • Status, comments, reminders
  • Access and the audit log
your brandshared only
Your client
A branded view
  • Sees only what you share
  • Comments and approves
  • No new tool to learn

No stored copy of your files

firmä keeps metadata only: names, statuses, permissions, the audit log.

Access follows the engagement

Grant it per deliverable and review it at any time in Audit.

Cancel anytime

Your folders stay exactly where they are in your Drive.

Visit the Trust Center

Built for people who deliver their value in documents.

  • Consultancies and agencies

    Marketing agenciesStrategy and advisoryManagement consulting

    Run retainers and projects for many clients, without one folder per email thread.

    For agencies

  • Fractional executives

    CMOCFOCOOCAIOCISO

    One calm workspace per client you lead: the deliverables, the approvals and the monthly report in one place.

    For fractional execs

  • In-house marketing leaders

    Full-time CMOMarketing team

    Strategy, agency deliverables and results in one workspace, so leadership sees the work and its impact.

    For in-house CMOs

See it for yourself

SEE IT BEFORE YOU SIGN UP

The tour is the real product.

Open a sample firm, Beacon Growth Partners, with two clients, four engagements and Brio switched on. Ask it anything. No account needed.

Take the tour
As a fractional CISO, I can’t ask clients to trust yet another vendor with their files. firmä keeps everything in our own Drive, gives each client a clean view of their engagement, and shows me exactly who can see what. Brio tells me which client needs me first.
Dharita GadaFounder, DataSentry · Fractional CISO
PRICING

Start free. Upgrade when the second client signs.

Free

$0forever
  • 1 client and 2 users
  • 25 Brio credits a month
  • Google Drive or OneDrive
  • No credit card

1 client, 2 users, 25 Brio credits a month. No credit card.

Start free

Standard

MOST FIRMS
$49per month, or $39 billed annually/mo
  • 3 clients, unlimited users
  • 500 Brio credits a month
  • Comments, approvals and reminders
  • 30 days of audit history

3 clients, unlimited users, 500 Brio credits a month. $39/mo billed annually.

Start free, upgrade later

Pro and Business are coming soon. Compare all plans

Questions firms ask first

No. Brio reads delivery data only: deliverable and file names, statuses, due dates, comment counts and who is on the engagement. It never receives a document’s contents or a comment’s text.

No. Brio drafts and suggests; a person approves. Summaries wait for someone to publish them.

No. Your files stay in Google Drive or OneDrive. firmä stores only the metadata that runs your workspace: engagements, statuses, permissions and the audit log.

Through Google or Microsoft sign-in (OAuth). You choose the folders, and firmä organizes them into engagements and manages sharing on top. You don’t need IT admin permissions. OneDrive and SharePoint are in beta.

Nothing happens to your files. Your folders stay exactly where they are in your Drive. You lose the client view and the access controls, not your work.

Yes: one client, two users and 25 Brio credits a month, with no credit card. Upgrade to Standard when you take on more clients.

All questions

Ask Brio about a real engagement.

The tour opens a demo firm in the actual product, with Brio switched on. When you’re ready, your first client is free.

Start freeTake the tour