Clarity Systems Lab

Set up, written down, wired in.

You can install the AI yourself. We make it your firm’s: the right plan, a written record, and a connection to the systems you already run.

Four people at four small firms, one Tuesday. Each meant to fix it later.

7:40 am, before the first meeting
Last night’s meeting notes went into my own ChatGPT. Nobody’s said which account to use. I’ll figure it out later…

An associate advisor, on a personal account.

An associate at his desk early in the morning, pasting notes into a chat on his laptop

Illustrative. The stories play in turn. Tap a time to hold one.

Set up the account. Choose the plan. Keep the record. Hold the client’s data. Four things a small firm puts off, and the four we build.

What the plans say
Every paid plan

Anthropic’s advisor plugin installs on Pro, Max, Team and Enterprise.

Anthropic help center, October 2026.

20 seats

On Claude, audit logs and content capture start at Enterprise, and Enterprise starts at 20 seats.

claude.com/pricing, October 2026.

Any of the three

Advisors’ AI use runs 40.9 percent ChatGPT, 20.5 percent Copilot and 6.2 percent Claude. We set up whichever your firm chooses.

T3/Inside Information 2026 Software Survey.

See where you stand.

A few questions about your AI setup, your site or your app. Free, and no call required.

Take the Second Look, free
What we build

For firms where someone has to trust you before they buy.

Two practices, one written method, run by the same people.

A woman at a desk approving a draft on screen
RecordHartwell Advisory

Drafted at 9:41 pm. Filed by 9:49 pm.

9:41 pmDraft reply written from your process
9:47 pmApproved by your advisor
9:48 pmSent from your firm’s email
9:49 pmFiled to your CRM
For advisors, CPAs and small firms

Your Firm’s AI

The right plan, a written record, and a connection to the systems you already run. On Claude, ChatGPT or Copilot, for firms under 20 people.

See how it works
A founder at a laptop, with tenant A and tenant B kept apart by a locked wall
Security reviewQuestion 14 of 60

Can one customer ever see another’s data?

Tested12 September, the live app
Attempts1,284 cross-tenant
CrossedNone
ApproveEditReport attached
For founders and firms with software, forms and plugins

Built to Hold

Apps, forms and plugins that hold your clients’ information, on any platform. We prove what holds, fix what does not, and keep the interface you built.

See what holds
Also built

The site a referral checks and the phone she calls.

In every build

A person between the draft and the send.

What we build drafts, sorts and reminds. You decide what goes out. Whatever gets automated, the judgment stays with a person.

Drafts wait in a queue you can read in a minute.
Every draft names its source.
Nothing sends until you approve it.
Every approved draft is filed where your records live.
Review queue3 in queue

She asked a question at 9:41 pm. You decide the answer.

Draft reply

Yes. We have worked with several families through the sale of a business. Thursday at 10 is open if that suits you.

Source: your written processAwaiting: your approvalThen: filed to your CRM.
ApproveEditDecline

Illustrative.

How we work

We read it first.

Your AI setup, your site, your app. The way the person deciding reads it: at night, on a phone.

We build what holds.

A written scope with fixed prices, and a test that proves it before you rely on it.

We stay.

Care for what we built. Care Operating for the rest of your stack.

“Now they arrive already sounding like clients, the site confirms exactly why they were sent to us.”
Scott P.
Pacific Capital Advisors
Joseph Stacy, founder of Clarity Systems Lab

He also runs Meranti, his own advisory practice, so the AI questions on this site are ones he answers for his own firm first.

Joseph Stacy holds an MS in physics from William & Mary. He ran carrier-scale network and cloud programs for AT&T, Verizon, Cisco and Nokia, alongside twenty-five years as an investment advisor.

Joseph Stacy, CCAO-F®, AIF®

Founder & CEO