AI-powered intake that collects every document, asks the right state-specific questions, and delivers a quote-ready brief — before your team picks up the phone.
Founding design partner: Fire Safety Compliance Australia — 6,500+ clients nationally · Trusted by LJ Hooker, Belle Property, and major strata managers
A customer calls or emails. They don't know what documents they need. Three days and six emails later, you still can't quote.
Before you have enough information to prepare an accurate quote. Admin time that should be billable time.
No asset list. No AFSS. No occupancy permit. Information that's essential for pricing — missing every time.
Generic CRMs don't understand document workflows. The gap is entirely unserved.
ComplianceBrief handles the intake, the documents, and the pipeline — so your team focuses on quoting and winning work.
They click a link on your website or email. A 2–5 minute AI conversation collects everything you need — property, state, building type, service, and documents.
NSW triggers AFSS + Fire Safety Schedule + Asset List. VIC triggers Asset List + Occupancy Permit. State-specific logic built in — no generic forms.
A structured email summary arrives before the customer hangs up. Every field filled, documents attached, missing items flagged, urgency noted.
A compliance-specific CRM pipeline — Lead to Won. Document status as a first-class concept. Site visit calendar. Full conversation transcript.
Not a generic chatbot. Not a watered-down CRM. A platform built specifically for the document-heavy, state-regulated reality of compliance trades.
Customers complete a structured chat — not a form. Quick-reply buttons, plain English explanations of compliance terminology, and a conversation that adapts to what they've already told you.
Every enquiry shows exactly which documents have been received and which are still missing — at a glance, in the pipeline, and in the detail panel. No more checking emails to know if the asset list arrived.
Ten stages that reflect how compliance jobs actually move — from Lead through to Docs Received, Quoting, and Won. Drag-and-drop Kanban, list view, site visit calendar, and Gantt timeline.
The same platform. Different regulatory logic per vertical. Every compliance trade gets intake that actually understands their state-specific requirements.
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Compliance businesses lose hours every week chasing the same information over email. No one wants to pick up the phone, but our systems don't support the transfer of complex documentation. ComplianceBrief turns that into a seamless set of AI-driven questions, collecting the info that matters, saving time for you and your clients.