Email draft - Informing clients about switching to Briefcase
Last updated: October 8, 2025
Below is an email template you can copy and customise to share with your clients to let them know about your choice to use Briefcase for invoice capture and bookkeeping.
Dear [Client],
We have exciting news to share: starting [February 1st, 2025], we’ll be transitioning from [Old Invoice Capture Tool] to Briefcase, our new data entry and bookkeeping automation platform.
Why Briefcase?
Briefcase is a market leader in AI-native bookkeeping. It uses multimodal AI to capture invoices faster, categorise them more accurately, and ensure better VAT compliance—making your experience smoother and more efficient than ever before.
What you need to do:
Stop uploading to [Old Invoice Capture Tool] by [January 31st, 2025].
Start uploading to Briefcase on [February 1st, 2025].
Uploading Made Easy:
Briefcase makes sharing invoices and receipts effortless
See the ‘Getting Started with Briefcase’ guide here for account set up instructions
To ensure a smooth transition, we’re offering training sessions with the Briefcase team before the switch. Please select a date that works for you:
[Wednesday, 8th January]
[Friday, 10th January]
The cost will remain [the same] at [£20] per month.
We’re here to make this transition seamless for you and are excited about the benefits Briefcase will bring to the services we’re able to offer you.
Best regards,
[Your Name]