She called at 4:50 pm on a Friday. Somebody answered.

A woman on the phone at 4:50, a booked slot beside her

Clarity Reception answers every call, screens the noise, books what fits and passes on only the conversations worth your time.

You own the account, the number, the call records and the data. Setup from $499, monthly from $199.

Friday · 4:50 pm · Regulated tier

What a call sounds like

4:50:02 pm

Answers

In your firm’s name, as an AI

4:51:00 pm

Collects

Details for the advisor

4:51:40 pm

Defers

Fees go to the advisor, never quoted

4:52:14 pm

Books

Tuesday, 10 am

Hartwell Advisory. You’re speaking with the firm’s AI receptionist. How can I help?

Dave said to call. We’re selling the family business.

The firm works with owners through a sale. May I take a few details for the advisor?

Sure. What are your fees?

I don’t quote fees. The advisor covers them on the first call. Tuesday at 10 is open.

Call summary

Fri · 4:52 pm · 2 min 12 sec call

Referred by Dave. Booked for Tuesday.

Who calledA family selling a business

Who sent themDave

What they askedFees. Routed to you, not answered.

What was bookedTuesday, 10 am

In your inbox by 4:53 pmTranscript attached

Illustrative. Your number, your call records, your data.

It screens and routes

Never advises.

Never discusses a fee.

Never discusses anyone’s money.

Never books what does not fit.

Two tiers, and what the second adds

Both answer every call, screen, book and hand off.

Standard

Available now

$199

a month

Setup

$499

Minutes included

200 a month, additional per scope

For firms whose calls

Carry no compliance obligation

Start Standard

Regulated

Available on request

$324

a month

Setup

$1,350

Minutes included

300 a month, additional per scope

For firms whose calls

Need your CCO’s paperwork

Ask about Regulated

The Compliance Fit-Kit

Seven implementation pieces, prepared before the line goes live. Designed for your CCO or compliance consultant to review, tailor and approve, and each one is yours to keep.

AI interaction disclosure script

Call-recording consent protocol, with a state-law matrix

Customer-information safeguards and service-provider packet (Regulation S-P where applicable)

Signed scope, prohibited-activity and escalation boundaries

No-advice and no-recommendation guardrails

Books-and-records handoff and retention protocol (SEC Rule 204-2, FINRA and Exchange Act rules, as applicable)

AI governance and CCO review memorandum (including applicable policy, supervision and disclosure considerations)

All seven, in Regulated

Standard is for calls that carry no compliance obligation of their own, so it ships without the kit.

The Compliance Fit-Kit supports a firm’s compliance review and implementation process. It is not legal advice, regulatory approval, or a certification or guarantee of compliance. Requirements vary by registration status, business model, jurisdiction and use case. The firm’s CCO, compliance consultant or counsel should approve its final policies, disclosures and deployment.

Every price, in public

Clarity DeskAvailable on request

Reception’s text and web sibling for existing clients. It captures the 2 am question verbatim and routes it by morning, with a record.

Add-on · set at release

Before the phone, the site. Start there.

Take the Second Look