Your clients chat. You get the perfect brief.

TripBrief AI interviews your clients with a warm, adaptive conversation — then hands you a decision-ready Advisor Brief with budget, dates, style, dealbreakers, and suggested starting points. No more 40-question forms. No more discovery-call ping-pong.

Start your 14-day free trial

No credit card required.

Share one link

A branded intake link (or a widget on your site). Clients open it anywhere — no app, no login.

AI does the interview

A concierge-style conversation that adapts — honeymoons get romance questions, families get nap-schedule questions. One question at a time, never a form.

You get the Advisor Brief

Structured, editable, exportable to PDF — with action items and suggested starting points. You stay the expert; the AI just does the intake.

Simple pricing

Every plan starts with a 14-day free trial.

Solo

For independent advisors getting started.

$29/mo

25 client interviews / month

1 seat

1 intake link

PDF export

Start free