Client Intake
Triage every inbound call by service type, urgency, and engagement scope — before staff time gets consumed.
Client SSNs. Tax returns. AI intake. Zero third-party cloud.
Every other AI receptionist on the market sends your client's voice and call transcript to OpenAI or Anthropic. Spravek doesn't. Our voice agent runs on a sovereign LLM stack we own — PII, account numbers, and tax data never leave our infrastructure. We can prove it: every tenant gets a green "Sovereign" badge backed by a downloadable audit ledger.
The Difference
The data plane is the product
Sovereign LLM stack
DeepSeek-70B and Llama 4 multimodal hosted on our GH200 — your client call audio and transcripts never reach OpenAI, Anthropic, or any third-party model API.
Sovereign voice (TTS + STT)
NVIDIA NeMo TTS + Whisper STT running on our infrastructure. The client hears a synthetic voice generated on our own servers — not ElevenLabs, not Google, not Azure.
Provable audit trail
Every cloud-endpoint touch is logged to a per-tenant append-only ledger. Download the CSV, hand it to your SOC2 auditor or compliance officer.
PII masking on every fallback
If a sovereign component is ever degraded and we need to fall back, our PII pipeline tokenizes client identifiers (SSNs, account numbers, EINs) before any cloud call — and the badge flips red so you see it.
SOC2 / GLBA-aligned
RLS-enforced multi-tenancy, encrypted at rest + in transit, granular role-based access, per-tenant audit logs. Built so your security review is a one-day conversation.
One platform, not 9 vendors
Every other "compliant AI receptionist" means signing a security review with 4-7 separate vendors. Spravek replaces them. One vendor. One audit. One source of truth.
12 Spaces
Everything your firm runs. One platform.
Engagement Pipeline
Discovery, proposal, KYC, onboarding, active engagement, renewal — every stage with owner + SLA.
Client Directory
Clients, household members, beneficiaries, advisors of record — full relationship + consent history.
Document Vault
Tax returns, statements, K-1s, engagement letters. Versioned, encrypted, linked to the right client.
Calendar & Scheduling
Tax-season blocks, quarterly reviews, planning meetings. Conflict-free across every advisor.
Engagement Letters & E-Sign
Engagement scoping, fee proposals, retainer agreements with built-in e-signature capture.
Billing & Invoicing
Time-based billing, flat-fee invoicing, recurring retainers, Stripe payments, aging dashboard.
Client Communications
Calls, SMS, email, voicemail — recorded, transcribed, and auto-summarized to the right client file.
Team Directory
CPAs, advisors, paraplanners, admins — workload, capacity, credential + license tracking.
Knowledge Base
Tax memos, planning SOPs, intake scripts, regulatory guidance. Permanent institutional memory.
Client Portal
Clients see engagements, documents, invoices, secure messaging — branded to your firm.
Business Phone (Vek)
AI receptionist that handles intake 24/7. Every call logged to the right client. Sovereign data plane.
The Math
Stop signing 7 security reviews to run one practice
Tool You're Paying ForMonthly CostReplaced By
Practice Management (Karbon, Canopy)$50–200/moPipeline + Engagements
Document Management (SmartVault, etc.)$30–120/moDocument Vault
Billing & Time Tracking$30–100/moInvoices + Time Tracking
Phone System (compliant)$40–120/moPhone Space
AI Receptionist / Intake$200–500/moVek (sovereign)
Client Portal (SmartVault, ShareFile)$50–200/moClient Space
Scheduling / Booking (Calendly, etc.)$20–50/moCalendar + Scheduling
CRM (Wealthbox, Redtail)$45–150/moContacts + Pipeline
eSignature (DocuSign, etc.)$25–50/moBuilt into Engagements
Total replaced$490–1,490/moOne Spravek subscription
Scope
Who this is built for
Spravek targets financial-services-adjacentoperations — independent CPA firms, bookkeeping practices, EAs, insurance brokerages, mortgage brokers, RIA back-offices, and tax-prep shops. We are not a general ledger, custodian, or trading platform — and we don't store account positions. We replace the front-of-house: phone, intake, scheduling, engagements, billing, client portal, and the AI receptionist that ties it all together. If you need an AI receptionist that won't leak client PII to a third-party API, this is the only platform that proves it.
Ready to see the green badge on your own dashboard?
Book a compliance review. We walk through the data plane, show you the audit ledger, and answer every question your security team has — in one call.