Industries we serve
Nine industries, each with a rule pack that shapes what the agent asks, what your marketing may say and what data may leave the system. These are the checks the product runs.
The rule checks help your team catch problems before a person approves. They are not legal advice, and each industry pack must be reviewed by your counsel before it can go live on a workspace.
Wealth management
Registered investment advisers, financial planners and family offices
What the product enforces
- SEC Marketing Rule and FINRA 2210 checks: flags testimonials, superlatives and advice-like wording
- Blocks claims of government or regulator approval; adds the risk disclosure
- Declares Meta's financial products special ad category
Wealth management / financial advisor
Insurance
Auto, home, life, health and Medicare agencies
What the product enforces
- Blocks free-insurance, government-affiliation and approval promises
- Adds the licensed-producer disclosure and, where Medicare is mentioned, the non-affiliation notice
- Blocks invented enrollment deadlines
Insurance agency
Real estate
Brokerages, agent teams, new developments and property management
What the product enforces
- Fair housing: blocks wording about protected classes and source of income; flags steering language
- Adds Equal Housing Opportunity where required
- Declares Meta's housing special ad category and reads it back after launch
Real estate
Education
Tutoring centers, test prep and enrichment academies
What the product enforces
- Speaks with parents and guardians: a quiz answer showing the visitor is not one ends it without saving anything
- No data about children is sent to ad platforms
- Written consent is required before a missed-call text
Education / tutoring
E-commerce
Online stores and direct-to-consumer brands
What the product enforces
- FTC checks: conditional free offers, fake urgency and reference prices
- Blocks incentivized reviews; flags undisclosed endorsements
E-commerce / DTC brand
Retail
Single and multi-location shops, showrooms and franchises
What the product enforces
- FTC checks on free offers, urgency, prices and reviews
- Location rollups across stores
Retail stores
Medical
Dental, chiropractic and specialty clinics, med spas and aesthetics
What the product enforces
- PHI mode: health details are kept away from ad platforms, audience syncs and unapproved model routes
- Call recordings and transcripts are cleared after 90 days
- Blocks cure, risk-free and permanent-result claims; flags patient testimonials and before-and-after content
Medical / dental clinic · Med spa / aesthetics
Legal services
Personal injury, immigration, family, estate planning, criminal defense and business law
What the product enforces
- Attorney advertising: adds the attorney-advertising label and blocks promises of outcomes
- Flags testimonials that imply results
- The agent's replies may not estimate a case's value or promise an outcome
Personal injury law · Immigration law · Other legal services
Agencies and B2B services
Marketing, consulting and professional-services firms
What the product enforces
- CAN-SPAM: unsubscribe and postal address required in every email
- Blocks deceptive subject lines and promised results
- Cold email capped and approved per batch
Agency / B2B services