Frequently Asked Questions

No. BriefFlow is strictly an administrative tool. It collects information, schedules appointments, sends status updates, and manages documents — but it never interprets the law, recommends legal strategies, or provides opinions on legal matters. When a client asks a legal question, BriefFlow immediately escalates to the supervising attorney and informs the client that only their lawyer can provide legal guidance.

All client communications processed by BriefFlow are treated as privileged and confidential. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). BriefFlow does not use client data to train AI models. Our infrastructure is hosted on SOC 2-compliant providers, and we maintain strict access controls so that only authorized firm personnel can view client information. We also support data residency requirements for firms that need it.

BriefFlow is designed with ABA Model Rules and state bar ethics opinions in mind. The system includes required disclosures that AI is being used in client communications, maintains full audit trails of every interaction, and ensures attorney supervision of all client-facing outputs. We monitor evolving bar guidance on AI tools and update our safeguards accordingly. That said, attorneys remain responsible for ensuring their use of any technology complies with their jurisdiction's specific rules — we provide the tools to make compliance straightforward.

No. BriefFlow performs administrative functions that do not constitute the practice of law: scheduling, data collection, document management, status notifications, and bookkeeping. These are the same tasks performed by receptionists, paralegals, and office managers. BriefFlow does not exercise legal judgment, advise clients on their rights, or draft legal documents. Every feature has been reviewed to ensure it falls within accepted administrative boundaries.

When a new client inquiry arrives, BriefFlow automatically searches your existing client and adverse party database for potential conflicts. It checks names, related entities, and known aliases. If a potential conflict is found, the intake is flagged and routed to the supervising attorney for review before any engagement. The conflict check is logged with a timestamp and the complete search results for your records.

Yes. BriefFlow integrates with Clio Manage and Clio Grow. Client intake data flows directly into Clio contacts and matters. Calendar events sync bidirectionally. Trust accounting entries can be exported in Clio-compatible format. The integration is available on our Small Firm and Firm+ plans.

MyCase integration is available on the Small Firm and Firm+ plans. PracticePanther integration is available on the Firm+ plan. Both integrations support contact sync, matter creation, calendar sync, and document linking. If you use a different practice management system, contact us — we are adding new integrations regularly.

BriefFlow works for any practice area. The intake questionnaires and workflow templates can be customized for family law, personal injury, criminal defense, business litigation, estate planning, immigration, real estate, employment law, and more. On the Small Firm and Firm+ plans, you can create custom intake questionnaires tailored to your specific practice areas and case types.

BriefFlow maintains a per-matter IOLTA trust ledger. You record deposits, disbursements, and transfers, and BriefFlow tracks the balance for each matter in real time. The Small Firm and Firm+ plans include three-way reconciliation reports (bank statement vs. trust ledger vs. individual client ledgers) that satisfy bar audit requirements. The system prevents negative balances and flags unusual transaction patterns.

Yes. Each matter gets a secure document portal where clients can upload files. All uploads are encrypted, scanned for malware, and organized by document type. You define a checklist of required documents per matter, and BriefFlow sends automated reminders for anything missing. Clients receive a unique, time-limited link — no account creation required on their end.

Most firms are up and running within an hour. Sign up, configure your practice areas and attorney profiles, and you are ready to receive intake requests. If you are integrating with Clio or MyCase, the OAuth connection takes about two minutes. Importing an existing client list can be done via CSV upload. No IT department or technical expertise required.

Yes. Every plan includes a 14-day free trial with full access to all features in your chosen tier. No credit card is required to start. At the end of the trial, you can subscribe to continue or export your data.

Absolutely. You can upgrade or downgrade at any time from your account settings. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of your next billing cycle. There are no cancellation fees or long-term contracts.

If you cancel, you have 30 days to export all your data (clients, matters, documents, trust records). After 30 days, your data is permanently deleted from our systems. We do not hold your data hostage or charge for export.

All plans include access to our help center with step-by-step guides and video walkthroughs. Small Firm and Firm+ plans include a live onboarding session with our team. Firm+ customers get a dedicated account manager for ongoing support and configuration assistance.

BriefFlow data is stored on SOC 2-compliant cloud infrastructure in the United States. All data is encrypted at rest using AES-256 encryption and in transit using TLS 1.3. We perform daily backups with 30-day retention. Client data is isolated per firm — there is no cross-firm data access.

No. Your client data is never used to train, fine-tune, or improve AI models. BriefFlow processes client interactions in real time and does not retain conversation data beyond what is needed for your firm's records. We use Anthropic's Claude AI, which has a strict policy against using API inputs for model training.

BriefFlow is hosted on SOC 2 Type II compliant infrastructure. We maintain security controls including encryption, access management, audit logging, and incident response procedures. We can provide our security documentation upon request for firms conducting vendor due diligence.