PROFESSIONAL
Your clients shouldn't have to ask “is this done?”
Built on top of the 
Google Drive or OneDrive you already have, not a replacement for it. Your files never leave your Drive. No migration, no lock-in.
OneDriveBuilt for strategic advisors, fractional executives & process consultants
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Connect your specific Google Drive (or OneDrive/SharePoint, in Beta) folders. Import existing client documents directly into structured engagements.
Link
Connect your specific Google Drive (or OneDrive/SharePoint, in Beta) folders. Import existing client documents directly into structured engagements.
The firmä Transformation
Document Chaos
Inefficient, manual document sharing results in productivity loss, client dissatisfaction & security gaps.
The firmä Calm
firmä centralizes document management, allowing information to flow securely and seamlessly.
Who Is firmä For?
Built for marketing-led firms and leaders—fractional executives, marketing agencies, strategic consultants, and advisory partners—who run campaigns, retainers, and approvals on top of real deliverables. Same for audit, training, and other high-touch teams: you don’t just work in documents — you deliver your value through them.
Ongoing, high-trust advisory relationships. A permanent digital home for knowledge.
One-time advisory engagement.
Strategy sessions, assessments, and structured reviews for high-stakes decisions.
Time-bound deliverable with clear milestones.
From website redesigns to product launches - keep every asset organized.
Specific matters requiring focused attention.
Ideal for legal matters and crisis management where documentation is sensitive.
Compliance work with structured docs.
Manage security audits and financial reviews with a clear, immutable trail.
Long-lived access for enterprise firms.
Securely distribute courseware and video assets with controlled expiration.
ENTERPRISE ACCESSBrioAI drafts your status report. You review, edit and publish it.
Ask what needs your attention. BrioAI ranks it, you decide what moves.
Describe the document you half-remember. BrioAI finds it across every engagement.
BrioAI drafts your status report. You review, edit and publish it.
A delivery assistant built into your workspace — it does the assembling, you keep the judgment. It never reads your clients' work, and never sends anything on your behalf.
Status summaries, drafted
Brio writes the delivery status of an engagement — progress, risks, what needs attention — from what is actually in your workspace. You add the judgment calls and approve before anyone sees it.
Ask about any engagement
"What's overdue?" "Which deliverables are at risk?" Answers come from that engagement's delivery data, with no invented numbers and no access to change anything.
Find documents by describing them
Search the way you'd ask a colleague — "the Acme scope doc from last spring" — instead of assembling filters. The filters it infers stay visible, and you can drop any of them.
- Reads delivery status — not the contents of your client documents.
- Anything that commits you to a course of action is reviewed by a person first, by design.
- Read-only. It cannot share, edit, or change a status.