Reach console

Documentation

What it does

ClientGen Reach connects Claude and ChatGPT to your approved ClientGen templates, recipient list, campaign calendar and orders. Your assistant can draft postcards, handwritten notes and hosted personal pages for booking, RSVP or replies, with proofs for you to review. ClientGen has no per-draft generation fee; account fees and assistant-provider charges can still apply. Every order confirmation requires your own click on ClientGen's site through a link emailed to you, outside the chat. Your assistant cannot confirm an order or spend money. Physical gifts shipped by our gift partner are offered on the web desk and through the connector to every real firm account, and you confirm each gift on our site. Household ads, charitable donations and gift cards are not part of the connector.

What is in the kit

Available now

Printing and mailing are on for every real firm account. When you confirm an order on ClientGen's site, the card on file is charged and the order goes to print and mail. Practice accounts (test and demo firms) can prepare drafts, inspect proofs and prices, and confirm, but nothing is printed, mailed or charged for them. Account fees and assistant-provider charges remain subject to their separate terms.

Postcard drafts and proofs from approved templates
Handwritten-note drafts with a proof of the message side before you say yes
Hosted personal pages: book a call, RSVP, reply, with a link and QR per recipient
Compliance ledger: you confirm every order with a link emailed to you, outside the chat, and each confirmed piece is written to a write-once record
Guided setup: say "Set up ClientGen for me." and your assistant walks your account with you
Reviewer portal for the firm's compliance reviewer
Firm suppression list, shared across every advisor at the firm
Campaign calendar
Archive journaling to the firm's configured archive email address
Holiday and appreciation gift batches for a client list, confirmed on ClientGen's site

Coming

QR review-ask kitcoming
NCOA-corrected mailcoming
Enrichment and Discovercoming

Plan

First 30 days free, then $49 a month per active advisor. Connector software is included for ClientGen data subscribers. Mailing and ad or media spend are billed extra. Claude access is separate.

Reviewer-only seats are free. Mailing and ad or media spend are billed extra, after you confirm the order on ClientGen's site. Practice accounts (test and demo firms) are never charged. Account fees and assistant-provider charges remain subject to their separate terms. ClientGen does not charge per lead, per appointment, per client or on assets.

Setup

Open the published Claude listing or ChatGPT plugin and connect ClientGen Reach.
For a workspace that uses a custom connector, use https://mcp.clientgen.app/mcp. Your administrator may need to allow it.
Sign in with your ClientGen work email and the 6-digit code we email you.

First time? Say Set up ClientGen for me. and your assistant walks your account with you: your firm, brand, compliance contacts, connections and what each workflow does. The published Claude Cowork plugin includes guided workflows (/setup, /postcard, /handwritten-note, /page-design, /seminar-follow-up, /campaign-week, /marketing-compliance, /brand-kit, /admin-desk). You can also use a plain prompt with the connector.

Where it runs

Claude and ChatGPT use the same ClientGen server, approved templates and records. The web desk at /app provides account setup, drafting and review workflows according to your role.

Example prompts

"Draft a thank-you postcard for everyone from the September 10 seminar and show me the proof."
"Write a handwritten note to Robert Chen thanking him for the referral."
"Make me a book-a-call page called Talk with Pete and show me the preview."
"What marketing is on my calendar this month and what has gone out?"
"Check this postcard copy before I approve it."

Demo accounts have a small monthly cap. A higher cap does not enable printing, mailing or per-piece order charges.

Tools

Tool	Type	What it does
`get_brand_profile`	read	Returns the signed-in advisor and firm: name, plan, disclosure block, return address, tone rules, review policy, gift cap and approval method, the firm and advisor brand kit (name, logo, colors, contact, approval status), headshot status, and the brand brief (voice, main message, avoid list) when one is drafted or confirmed.
`list_templates`	read	Lists the approved, unexpired postcard designs and handwritten note styles this firm can order: name, a short description, audience, front kind, layout, tags, price and personal message character cap. The first tag (purpose:...) names what the design is for. Filter by kind or tag. get_template returns a design's full fixed copy and disclosures. Paginated: default 20 rows, max 50.
`get_template`	read	Returns one approved postcard or note template in full: fixed copy, personal message character cap, disclosures and price.
`search_recipients`	read	Searches this advisor's mailing list (leads, prospects and clients) by name, source, tag, kind or status. Suppressed and do_not_contact records are excluded. Paginated: default 20 rows, max 50.
`add_recipients`	write	Adds people to this advisor's mailing list from names and addresses the advisor supplies, up to 500 per call. Rows that match an existing name and zip, or a suppressed household, are skipped and reported with the reason. source (where this list came from) and attestation (the advisor's statement that they have permission to mail these people) apply to the whole batch and are recorded on the archive of any order that mails them. Returns the new recipient ids for the draft tools.
`update_recipient`	write	Changes one recipient's name, address, email, phone, kind or tags; at least one field is required. A name or address change is logged with the previous value. Status is changed with log_activity. do_not_contact records cannot be edited. A recipient flagged unverified_page_reply (typed by an anonymous page visitor) can be drafted into an order, but this tool cannot clear the flag: the advisor confirms permission to mail them with a required checkbox on ClientGen's confirmation page when they confirm the order. Permission cannot be supplied as a tool argument.
`remove_recipients`	write	Soft-deletes recipients from this advisor's list by id. Removed recipients drop out of search_recipients and get_recipient and cannot be added to new drafts; past orders and archive records are unchanged. do_not_contact records cannot be removed.
`get_recipient`	read	Returns one recipient in full: contact details, status, source, tags, recent activity notes, recorded facts with their source and date, and up to 10 recent orders.
`get_campaign_calendar`	read	Returns this advisor's planned and in-progress orders, kits and pages between two dates, each with its campaign name. Defaults to today through the next 30 days; the window is at most 366 days.
`list_orders`	read	Lists orders newest first with status, kind, price and campaign, filterable by status and kind. Statuses: draft, pending_confirmation, approved (confirmed, not yet handed to delivery, or on hold), queued (handed to the delivery queue), sent, failed (get_order's delivery block says why), cancelled. An advisor sees their own orders; a firm_admin or reviewer sees every order at the firm, each with advisor_email, and can narrow to one advisor. Paginated: default 20 rows, max 50.
`get_order`	read	Returns one order in full: preview text and proof links, recipients, price, status, compliance pre-check flags, and the hosted page its QR codes open. For a postcard also card_design (version, what changed), brand_colors (which colors print and where they came from, shared with its pages) and action_check (whether the card's words match the page's job).
`draft_postcard`	write	Creates a DRAFT postcard order from an approved postcard template to up to 500 recipients, with the advisor's personal message on the back. Returns the proof links, price, compliance pre-check flags, a preview_token, and the hosted page each recipient's QR code and short link open (page). Nothing is charged or mailed: approve_order stages the draft and the advisor confirms by email, outside this chat. Every card prints the recipient's own QR code to a hosted page; page_kit_id points the codes at an existing page, otherwise a page is created from the card (for an invitation, with its event details). Optional design sets the card's front and back (layout within the template's family, headline, kicker, headline size, spacing, typeface, colors, photo, signature, QR label); get_postcard_design lists what fits, and revise_postcard changes a drafted card. card_design, brand_colors and action_check (the card's words against the page's job) are also on get_order. replaces_order_id marks the earlier draft this one revises as replaced. qr.on_card false means the design's copy refers to a code that will not print.
`draft_handwritten_note`	write	Creates a DRAFT handwritten note order (pen on card stock, written by the note service) to up to 50 recipients. Returns the preview, price, compliance pre-check flags and a preview_token. Nothing is charged or sent: approve_order stages the draft and the advisor confirms by email, outside this chat. replaces_order_id cancels the earlier draft this one revises.
`approve_order`	write	Stages a draft the advisor approved and emails them a confirmation link. This tool does not purchase, charge, mail or publish anything; the advisor confirms on ClientGen's website, outside this chat. Requires the preview_token from the draft (single use, valid 24 hours) and the advisor's approval in their own words, which is recorded verbatim. Refused when the firm requires compliance review or the pre-check flagged the draft and no approved review ticket covers this exact text, when the piece, recipients or price changed since the draft, or when the order would exceed the monthly budget cap. Returns status pending_confirmation, the price, charged, purchased and mailed all false, and the web desk link where pending confirmations are listed.
`cancel_order`	write	Cancels an order that has not been sent: a draft, an order waiting on its confirmation click, or an approved order whose pieces have not gone out. The budget it reserved is released. Sent orders cannot be cancelled.
`submit_for_review`	write	Sends a draft order (order_id), a draft kit (kit_id), or free-standing copy (content) to the firm's compliance review queue and notifies the firm's reviewer. Exactly one of the three. Returns a ticket id and blocks_approval, whether this open ticket stops approve_order or approve_kit at this firm (true when the firm requires review or the pre-check flagged the content; the same rule get_review_status reports). The ticket covers the exact content submitted; a changed order or a re-planned kit needs a new ticket. A review decision does not approve, charge or send anything.
`get_review_status`	read	Returns one compliance review ticket: open, approved or changes_requested, with the reviewer's name and notes, the content hash the decision covers, and blocks_approval, whether an open ticket stops approve_order or approve_kit at this firm (true when the firm requires review or the pre-check flagged the content), computed by the same rule approval uses.
`list_reviews`	read	Lists compliance review tickets newest first, filterable by status. An advisor sees their own tickets; a firm_admin sees every ticket at the firm. Paginated: default 20 rows, max 50.
`get_archive_record`	read	Returns the write-once books-and-records entry for an approved order or kit: the piece as produced, recipients, template version, pre-check flags, review decisions, approver and confirmation words, timestamps, and the event trail. An advisor reads their own records; a firm_admin reads any record at the firm.
`list_archive`	read	Lists archive records in a date window, newest first, with unjournaled_count (records not yet sent to the firm's archive address; 0 when none is configured). An advisor sees their own records; a firm_admin or reviewer sees the whole firm, each with advisor_email, and can narrow to one advisor. Paginated: default 20 rows, max 50.
`log_activity`	write	Records a short note against a recipient (for example "called, left voicemail") and optionally changes their status. Setting do_not_contact also suppresses the household for the whole firm; this tool cannot lift that suppression.
`list_kits`	read	Lists this advisor's kits (for example seminar thank-you, personal page) newest first as { items, next_cursor, scope }, each with kit_id, name, kit_type, status, created_at and, for a kit with a personal page, page_slug, page_url and page_preview_url. query matches part of the kit's name (not recipients or copy); status narrows further. Paginated: default 25 rows, max 100.
`list_gifts`	read	Lists the physical gifts from our gift partner (a US gift fulfillment company), one page at a time: name, contents, retail price, and, with recipient ids, each person's room under your firm's gift cap.
`plan_kit`	write	Creates a DRAFT kit: related pieces that are previewed, reviewed, confirmed and archived together. kit_type seminar_thanks: one postcard to every attendee (postcard_template_id, postcard_message, attendee_recipient_ids up to 500) plus an optional handwritten note to up to 3 of them (top_recipient_ids, note_template_id, message). page: a hosted personal page on its own (the page block plus optional recipient_ids; draft_page is the simpler form). The optional page block adds a hosted personal page that every physical piece links to by QR code. Returns each piece's preview and price, the kit total and one preview_token. Nothing is charged, sent or published: approve_kit stages the kit and the advisor confirms by email, outside this chat. Gift cards, charitable donations and household ads are not available in this connector.
`get_kit`	read	Returns a kit: each piece's preview, price and status, the kit total and the recipient list. For a kit with a personal page, also page.urls (each recipient's own link), page.recipient_count, page.closes_at and, once closed, page.closed_at. page_qr_recipient_id adds that one recipient's QR code as inline SVG; one QR per call keeps the response small.
`approve_kit`	write	Stages a draft the advisor approved and emails them a confirmation link. This tool does not purchase, charge, mail or publish anything; the advisor confirms on ClientGen's website, outside this chat. One link covers the whole kit and its pieces, which stage as pending_confirmation. Requires the preview_token from plan_kit, draft_page or revise_page (single use, valid 24 hours) and the advisor's approval in their own words, recorded verbatim. Refused when review is required or a piece was flagged and no approved review ticket covers the kit, when a page's hero crop cuts off a face (design_grade fix), or when the kit would exceed the monthly budget cap. Returns status pending_confirmation, the total price, charged, purchased and mailed all false, and the web desk link where pending confirmations are listed.
`cancel_kit`	write	Cancels a draft kit or one waiting on its confirmation click, with every unsent piece, and closes its personal page. Any gift-cap room the kit reserved is released.
`draft_page`	write	Creates a DRAFT hosted personal page for this advisor on ClientGen: book-a-call, RSVP or reply forms on the firm's brand, with its disclosures and an opt-out footer. The rsvp and book forms collect an optional email (book also an optional phone), visible only to the advisor through list_page_responses. recipient_ids give each person their own link and QR code (get_kit returns them); without them the page has one shareable link. Returns preview_url, the future live link, a design_grade and a preview_token. The page goes live when the advisor confirms the emailed link that approve_kit sends, and closes after 60 days, at the event, or when a firm_admin closes it. Price $0. With a photo, page.hero_preview has desktop and phone crops of the hero. design_grade review means the photo link reads like a group picture and needs design.photo_shows_advisor; fix means the crop cuts off a face, which approve_kit refuses until design.hero_focus or the photo changes. On a book or reply page, split-hero and photo-top with no image_url use the advisor's uploaded headshot.
`get_page_design`	read	For one kit's personal page: the colors cards and pages use and where they came from (approved kit, confirmed brief, or neutral; shared by the page and its postcards) and this page's own colors beside them, the logo, this page's current design brief, every design control with its choices (headline size, spacing, typeface, sections, columns, hero layout, phone layout, form fields, button behavior), what the main button does and whether its label says so, the rules no request can break, its versions (every earlier version kept with its own preview link), the preview links (preview_url, desktop_url, phone_url), and whether the kit is still a draft. Pass version to see an earlier version.
`revise_page`	write	Changes a DRAFT page: any design field (variant, tone, headline_size, spacing, typeface, sections, columns, hero_layout, mobile, form_fields, cta_action with cta_label, cta_url or cta_target, eyebrow, trust_line, about_text, faq, page-only colors, notes) and/or the title, body, jobs, scheduler_url and event_details. The page as it stood is kept as the previous version (restore_version brings any earlier version back as a new one); the result says what_changed in one line and carries preview_url, desktop_url and phone_url. A request that would remove the form or the note, hide a field a job needs, put a misleading label on a button, or link to an unsafe page is refused or capped with a plain reason. Fields left out keep their current values, including design.colors. event_details stores event_date (YYYY-MM-DD), event_time, location and capacity only. Returns a new preview_url and a new preview_token; the previous token stops working and the page needs approve_kit again. Page colors that differ from an approved brand kit are refused unless design.color_scope is page_only. A live page cannot be revised; draft_page creates a new one. With a photo, page.hero_preview has desktop and phone crops and hero_focus.
`list_page_responses`	read	Lists the responses (book, rsvp, reply) recorded on a kit's personal page, newest first, up to 200 (truncated is true when there are more), with the recipient each was attributed to when the visitor's link identified one, and the email (rsvp, book) or phone (book) the visitor gave, or null. This advisor's own kits only.
`get_setup_status`	read	Returns the account's setup checklist from live state: advisor and firm details, mail sender readiness, brand kit and brand brief status, page address, compliance contacts and review policy, email and fulfillment connections, approved design and recipient counts, and whether setup was marked finished. Each checklist item is green, yellow or red with where it is fixed, and walk carries the topics in order, the skills map and a plain summary of each topic. Read only.
`complete_setup`	write	Records that this advisor finished the setup walkthrough (sets setup_completed_at on their account) and returns the confirmation message. Changes nothing else.
`propose_brand_from_website`	read	Reads a firm's public website (pages, stylesheets and fonts) and suggests brand values: firm name, two colors, fonts, up to two logo candidates, page copy in the site's voice, and a page_design_hint usable as a page's design with color_scope page_only. Also returns looks_like_own_firm and site_read. Suggestions are not the approved brand. Writes nothing to the account; the suggestion is held for 24 hours behind prefill_url, where a firm admin can review and save it at the admin desk's Brand page (a save lands the brand kit at pending_qa, not approved).
`draft_brand_brief_from_website`	write	Reads a firm's public website and saves a draft six-section brand brief (the firm, what to say, how to sound, how to look, response and required text, open questions), used as standing guidance for postcards, notes and pages. Any advisor at the firm can start one; replacing a different advisor's open draft requires replace: true, otherwise the result reports needs_replace_confirmation. A site read that fails saves nothing and leaves any existing brief as it was. Returns the brief, brief_url, open_questions, looks_like_own_firm, own_firm_note, identity_conflict and site_read. looks_like_own_firm is false when the site reads as a vendor selling to advisors, or when the site's firm or advisor identity does not match this account (identity_conflict, with own_firm_note saying which). Does not change the brand kit or its approval. Only confirm_brand_brief (firm_admin) makes the brief standing; a vendor-site draft is refused there until firm.confirmed_own_firm is set with update_brand_brief_draft, and an identity conflict until identity_resolution is recorded there.
`get_brand_brief`	read	Returns this firm's brand brief: the current draft if any, the confirmed brief if any, the open questions, identity_conflict, looks_like_own_firm and own_firm_note (false and the reason while a draft's identity conflict is unresolved or its site reads as a vendor), the brief links and the brand kit status. Also returns a compact review_summary, action_examples, visual_style_examples, color_palette_examples and an authenticated review_url with a sample postcard. Read only.
`update_brand_brief_draft`	write	Applies a patch to the current brand brief draft. Accepted sections are firm, say, sound, look and response; unknown fields are returned in ignored. response.default_action takes the advisor's chosen response; look.visual_style takes classic, modern or bold; look.primary_hex and look.secondary_hex take six-digit hex codes (the firm's official colors or a chosen palette). Clearing a choice leaves it unresolved. Returns review_url for the short brief and sample before confirmation. An invalid hex color (look.primary_hex, look.secondary_hex) refuses the whole patch. response.disclosure_text is the firm's approved disclosure wording (up to 1200 characters, oversized text is refused, not truncated); response.disclosure_note is an instruction, not wording; response.disclosure_not_required records that no disclosure applies. Patching say.main_message sets say.main_message_reviewed, which can also be set directly. who_they_serve belongs under firm. An empty or null look.logo_url clears the logo. firm.confirmed_own_firm records the firm admin's statement that a site flagged by looks_like_own_firm is their own. A fact not found on the site is recorded as "Not found on the pages read". With no draft but a confirmed brief, starts a revision draft from it (revision_started: true) while the confirmed brief stays in force. Refused when there is no brief at all (draft_brand_brief_from_website or create_brand_brief_draft starts one). identity_resolution records a firm admin's decision on a stored identity conflict (a website draft whose firm or advisor does not match this account): ours_dba, parent_firm, our_advisor or not_ours; a non-admin's value is reported in ignored, and a draft resolved as not_ours cannot be confirmed.
`create_brand_brief_draft`	write	Creates and saves a new six-section brand brief draft from facts the advisor stated, with no website read: who the firm is (firm), what it says (say), how it sounds (sound), how it looks (look), and how people reach it (response), in the same section and field shape update_brand_brief_draft accepts. Every fact is recorded as told by the firm (source tag "You told us"); fields not supplied stay empty and come back as open_questions. Unknown fields are reported in ignored. Overwriting a different advisor's still-open draft needs replace: true (reported as needs_replace_confirmation otherwise). A firm admin confirms the draft through confirm_brand_brief; nothing here is confirmed or written to the brand kit.
`confirm_brand_brief`	write	Confirms the current brand brief draft as the firm's standing brief. firm_admin only; for other roles it returns a prefill_url a firm admin can open and saves nothing. Refused (confirmed: false, blocked: true) when the draft's site did not look like the firm's own and firm.confirmed_own_firm is unset (needs_own_firm_confirmation), or when a brand kit check fails (firm name, both hex colors, contact phone, contact email), listed in failing_checks. A logo is optional; logo_present is informational. On success the values, including an explicitly cleared logo and approved disclosure_text, go through the same automated brand kit check as a save at the admin desk's Brand page. An already approved kit and its approved logo stay approved when the kit values are unchanged. Changed kit values can leave it pending_qa or rejected; the result includes the actual kit_status. Refused when there is no draft, while a website draft's identity conflict (the site names a firm or advisor that does not match this account) is unresolved (needs_identity_resolution), and for a draft resolved as not_ours; the message names both identities and the identity_resolution values.
`request_review_changes`	write, firm admin	Requests changes on an open compliance review ticket at your firm, the same decision a reviewer or firm_admin makes at /review, and notifies the submitting advisor with the reason (at least 8 characters). Refused if the ticket is not open, is at another firm, or is your own submission. firm_admin or reviewer only.
`get_postcard_design`	read	For one postcard draft: what its front and back look like now (layout, headline, kicker, headline size, spacing, typeface, photo, signature, QR label), the colors it prints in and where they came from (this card, the approved kit, the confirmed brief or the neutral look, shared with its pages), every control with the choices that fit this card, the rules no request can break, its versions (every earlier draft is kept), the page its code opens, and an action_check when the card's words promise something that page does not do.
`revise_postcard`	write	Changes a DRAFT postcard's front and/or back (design.front: layout within its family, headline, kicker, headline_size, spacing, photo, photo_focus; design.back: signature, signature_title, qr_label; design.typeface and design.colors for the whole card), and/or its message or event_details. Fields left out keep their value. It redrafts the card for the same people with the same page (the earlier draft is kept as the previous version, not deleted) and returns the new visual_preview, a one-line what_changed, the version, and a new preview_token. A request that would break a print rule (the address block, the safe margins, the message fit, the disclosures, contrast) is refused or capped with a plain reason. It does not approve or send anything; approval is a separate step.
`apply_shared_style`	write	Keeps a postcard and the page its code opens (its page_kit_id) in one style: direction card_to_page matches the page to the card, page_to_card matches the card to the page, both applies the given style to both. The style carries typeface (one of the three approved pairings; the page's tone follows it), headline_size, spacing, colors ("brand" for the firm colors in use, {use:"brief"}, or hex) and photo_focus, anchored on the firm's confirmed brand brief. Each piece keeps its own medium's rules: what one cannot take is capped and named. Both drafts are revised with their earlier versions kept, and both previews come back (the card proof, and the page at desktop and phone width). Colors that differ from the firm colors in use are refused unless confirm_off_brand is true. It does not approve or send anything.
plan_kit gift_note	write	Drafts one physical gift from that catalog and a handwritten note for each recipient. Nothing is charged or placed until you confirm on our site. Gift cards are not offered.

This list is generated from the connector's tool registry for this server. A signed-in advisor sees the tools their role allows. A firm admin also sees the firm-admin rows. Household ads, charitable donations and gift cards are not part of the connector.

Gifts

Our gift partner (a US gift fulfillment company): packs and ships confirmed gifts. Receives the recipient's name and street address, the gift chosen and the card message, and uses them only to fulfill that gift.

Where gifts are offered to your firm, you choose a gift from our gift partner's catalog and write the message for its card. The gift's price, shipping and any applicable tax are shown as separate lines on the quote and again on the confirmation page. You can cancel a gift until it has been placed with our gift partner. After that every gift is final sale, except that we will replace or refund a gift that arrives damaged or defective, is lost by the carrier, or is wrong because of our gift partner's error, if you report it to support promptly. Our gift partner may substitute contents of comparable value without notice, so a gift may not match its photo exactly. Gifts are shipped to street addresses only; we cannot ship to a PO box. We do not guarantee a delivery date, and perishable and food items may arrive later than estimated. A gift returned or lost because of an address you supplied is not refunded. Your firm's gift cap is applied to every gift and is counted per recipient across every advisor at your firm, but Reach can only count gifts sent through Reach. You, and each advisor who orders a gift for your firm, are responsible for following your firm's gift procedures and the rules that apply, including any limit lower than the cap set in Reach. Until charging is switched on for your firm, nothing is charged in Reach for a gift. When charging is switched on for your firm, the card on file is charged for a gift when you press the confirmation button, for the gift's price, any message card or service charge, and any shipping or tax shown on that page as part of that charge. Shipping that our gift partner sets after the order, and any sales tax not included in that charge, are billed separately as their own line before the gift ships. Where this paragraph differs from sections 6 and 7 for a gift, this paragraph applies.

Limits

Postcards: up to 500 recipients per order. Notes: up to 50.
Lists return up to 50 rows per page with a cursor for the next page.
Optional monthly budget cap per advisor, set by ClientGen.
Sign-in: at most 5 code requests per hour for one email address, or 10 per 10 minutes from one network address (whichever is hit first), plus a short burst check against rapid-fire retries; 30 code checks per 10 minutes from one address. Any action that changes something (adding people, drafting, approving): 60 per minute per advisor.

Your brand

A firm admin sets the firm's logo, colors and contact details on the console's Brand page. Automated formatting checks must pass, then a firm admin must press Approve brand kit before the kit is marked approved for pieces and pages. Those checks do not replace compliance review. An approved kit supplies the colors and logo. Before kit approval, a confirmed brand brief can supply the colors, while the logo waits for kit approval. Without either an approved kit or a confirmed brief, pieces and pages use a neutral look. A page can also carry page-only colors.

Your page

Ask for a page on its own ("Make me a booking page called Talk with Pete") or add one to a mailing, where every recipient gets their own link and QR code on the printed piece. The page does three jobs: RSVP to an event, reply to the advisor, or book a call. You get a preview link the moment it is drafted and the live link the moment you approve. Five hosted layouts (two with your photo), three tones, a trust line, and page-only colors you can change from your assistant; disclosures and the opt-out line are always on it. When a page rides on a mailing, each recipient's own QR code prints on their card. A book-a-call page links out to the scheduling page you give your assistant (Calendly, a Google appointment page); it does not read or write your calendar, and Claude's own calendar connector is separate. It follows the same rules as a printed piece: the same preview before anything goes out, the same review when your firm requires it, and the same write-once record.

Your console

Sign in at /app with the same emailed code as everywhere else in the connector. From there: the activity timeline (every order, review decision, and list change, newest first) and the order page (the piece as produced, who approved it in their own words, the click that confirmed it, the reviewer's decision, and the list's source and permission statement behind that order). A compliance package export lets you pick a date range and download your firm's write-once records for that range, packaged for your examiner: a zip with one folder per record (the piece, its recipients, its review and event history, and its list attestation) plus a manifest, or the same records as a CSV. The desk also supports brand and sender setup, recipient management, saved campaigns, drafts and proofs according to your role. Required reviewer decisions and your separate order confirmation remain distinct steps. Printing and mailing are on for every real firm account; on a practice account the desk says on every page that nothing is printed, mailed or charged.

Compliance

Template copy is fixed and pre-approved. Your personal message is linted for promissory and performance language at draft time, and the Cowork plugin runs a fuller SEC Marketing Rule and FINRA 2210 pre-check. An empty result from that pre-check means no automated flags found; it is not a compliance review, and it is never presented as "clear" or "passed". A dual-registrant or broker-dealer firm requires a reviewed, approved ticket before any send regardless of any other setting, and any flagged draft needs one too, at every firm. Every tool call is logged with a timestamp and a hash of its arguments. Nothing is mailed or placed without pressing the confirmation button on the preview page, outside your assistant.

How an order is confirmed

Your assistant or the web desk prepares the draft. You see the proof and the exact price. Nothing is charged or sent.
When you say yes in your own words, ClientGen stages the order and records your words, then emails you a link to the confirmation page. Your assistant cannot confirm an order or spend money.
You open the link on ClientGen's site, check the piece and the total again, and click Confirm this order. Only that click confirms the order and writes the permanent record. If your firm requires compliance review, the reviewer approves the exact text first in the reviewer portal. For a real firm account, that click charges the card on file and sends the order to print and mail. For a practice account (a test or demo firm), the click records the order and nothing is printed, mailed or charged.
Request cancellation through your assistant or the web desk. Automatic cancellation stops once fulfillment is in progress or its outcome is uncertain; contact support if cancellation is blocked. Everything waiting on your click is listed at /app/approvals.

Troubleshooting

The connector is not connected. Open the ClientGen Reach listing in your assistant and connect it, or use the custom connector URL (https://mcp.clientgen.app/mcp). On a managed workspace an administrator may need to allow it.
The wrong firm is shown. Stop, disconnect ClientGen in your assistant, and connect again with the work email for the right firm. A connection never follows an account into a different firm.
The sign-in code did not arrive. Check spam and wait a minute. Codes expire in 10 minutes. Requests are limited to 5 per hour per email address and 10 per 10 minutes per network address; wait and try again if you hit the limit.
The confirmation email did not arrive. Check spam. The order stays staged for 24 hours and is listed at /app/approvals. If it expired, ask your assistant to draft it again; nothing was charged.
An order was refused because review is required. Your firm requires compliance review. Ask your assistant to submit the draft for review, then wait for the reviewer's decision. An approved ticket covers that exact text only.
The proof preview does not load in your assistant. Use the private proof link your assistant returns (front, back and the framed proof). The links work only for the draft they belong to.

The compliance ledger

Preview token. Every draft returns a token that is a hash of the exact piece, recipients, and price, plus a one-time approval nonce issued at that same moment. Approval requires both halves, so the record proves the advisor approved what they saw, from that same session, once.
Review queue. Firms can require review before any send (FINRA 2210 principal approval, or house policy). The reviewer signs in to the firm's review portal with an emailed code, and every decision is bound to that signed-in reviewer's own account and name. The decision comes back to your assistant as data. An approval is bound to the reviewed text; change a word and it no longer applies.
Approval on the record. The advisor's own words are recorded when your assistant stages an order or kit, and the advisor then confirms it with a link emailed to them. Nothing is approved, charged, or sent until that click, outside your assistant. The archive record carries both.
Write-once archive. Every confirmed order writes a record the database refuses to update or delete. It proves four things: content integrity, meaning a hash of the piece exactly as produced; a single-use approval token issued at preview; the advisor's confirmation phrase, as relayed by your assistant; and the confirmation button submission, with the time it happened. It also carries the distinct list-permission attestations behind the recipients on that order and the reviewer decisions, each bound to a signed-in reviewer. Firms can journal each record to their configured archive email address, and the CCO can download the firm's records as CSV for a chosen date range (up to 366 days at a time).

What we do not do

We do not refer clients to you.
We do not charge per lead or on assets.
We receive the tool inputs your assistant sends, which can include excerpts from your conversation.
We do not act as your archive of record. We feed it.
We do not buy anything without your yes, in your own words, on the record.

Support

info@clientgen.ai

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