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

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

It screens and routes. It never advises, never discusses fees and never discusses anyone's money. You own the account, the number and the data.

Standard

Available now

For firms whose calls do not carry a compliance obligation of their own.

Setup$499
Monthly$199
Minutes included200
Over thatPer-minute rate, stated

Regulated

Available on request

Standard plus the seven-piece Compliance Fit-Kit, the paperwork your compliance officer needs.

Setup$1,350
Monthly$324
Minutes included300
Over thatPer-minute rate, stated

The Compliance Fit-Kit

Seven pieces, written before the line goes live. This is what the Regulated tier adds.

  • AI disclosure script
  • No-advice guardrails
  • Recording consent by state
  • Rule 204-2 call-summary handoff
  • Reg S-P data minimization
  • AI-use note for the CCO or ADV
  • Signed scope and boundaries

Clarity Desk

Phased

Reception's text and web sibling for existing clients. Logistics only. It captures the 2 a.m. question verbatim and routes it by morning with a record, and it never answers a money question. When a client types "my sister asked about you," it replies with your own Who to Send note. In limited release. Ask us where it stands.

$149 / mo
Add-on to Reception

Before the phone, the site. Start there.

Take the Second Look