PlatformConsent & Compliance
Respectly.AI records who agreed to hear what, checks every recipient before a message goes out, and keeps the decision on record — so when someone asks “did you have permission?”, the answer is already written down.
A message being sent to three clients: two are OK to send, one has no consent and is skipped.
Text, email and calls — informational and marketing tracked separately for every client.
Every message checked against your client’s consent, the right time to send and their opt-outs.
Every consent change and every send decision, logged and exportable.
Consent records
Consent lives on the client’s record, with its source and date, for each channel and each kind of message.
A client consent record table listing each channel, consent type, status, source and date, plus a STOP reply that revoked SMS consent.
Per channel, per purpose
SMS, email and calls are tracked separately and split into informational and marketing, with how and when consent was given. Six consent levels — from “unknown” to “written express opt-in” — make the status unambiguous.
A client consent card with informational and marketing switches for SMS, email and calls.
Informational vs. marketing
Each draft is classified automatically as informational or marketing, and the stricter consent threshold for marketing is applied. You can override the classification per message.
An exportable audit trail showing consent captured, documents signed, a reminder sent and a promotional text blocked.
Full history
Consent captured, documents signed, messages sent and opt-outs — each event is timestamped with its source, so you can show the whole story for any client.
Before every send
One-off texts, bulk sends and automated follow-ups all pass the same checks. Anyone who shouldn’t receive a message is skipped — and you see why.
A send-rules checklist: message type, consent, quiet hours, opt-out instructions and frequency limits all passed.
Send rules
The message type (AI tells informational from marketing), consent for that channel and type, calling hours in the recipient’s local time, opt-outs for your business, opt-out instructions, and state frequency limits such as Florida’s.
A new bulk message to 48 clients: 44 OK to send, 1 conditional, 3 without consent.
Per-person results
Before a bulk send, see how many clients are OK to send, conditional or without consent. Those without consent are skipped for you.
An inbox with SMS and email replies from clients, including a STOP reply recorded as an opt-out.
Opt-outs
A STOP reply sets SMS consent to opt-out immediately, cancels queued texts to that client and is logged with its time and source. Email unsubscribes are honored the same way.
Proof on demand
When a client, a carrier or a lawyer asks, you can show exactly what was checked and why.
A decisions log for a renewal reminder: 44 allowed, 1 conditional and 3 blocked, each with its reason.
Decisions log
Every send records the decision for each recipient with its reason: consent on record, no SMS consent, opted out by STOP. Export it whenever you need it.
A signed renewal acknowledgement showing who signed, when, that it was delivered by text, and that SMS consent is on record.
Signatures
Electronic signatures carry a full audit trail — who signed, when, how it was delivered and their consent on record.
Forms & e-signaturesA client audit trail with an Export button.
Exports
Export contacts with consent status, tags and pipeline stage to CSV, along with each client’s full history.
How it works
From your intake form, an import or a preference update — stored with its source and date.
Informational or marketing, detected automatically so the right threshold applies.
Message type, consent, calling hours and frequency limits — per person.
Messages go only to clients who pass. Every decision is logged.
FAQs
In the United States: the TCPA, the Telemarketing Sales Rule, CAN-SPAM for email, and state rules such as Florida’s FTSA and those of Oklahoma, Washington, Maryland, New York and Arizona. In Canada: CASL and the National Do Not Call List.
Not for clients who’ve given you consent. Respectly’s AI reads each message and decides whether it’s informational, like a request to sign renewal documents, or marketing. Respectly then checks it against the consent you have on file for that client and channel. Informational messages follow the default rules for the client’s country and state or province. Every send waits for the right local time, and STOP replies, unsubscribes and preference changes take effect automatically. In the US and Canada, a client’s express consent to hear from you lets you contact them even if their number is on a national Do Not Call list. For marketing, keep that consent in writing or recorded. Respectly makes that easy: Using the Respectly intake form? Your client gives consent and e-signs from their phone, and the signature, date, time and consent wording are saved to their record automatically. Have your own process? Upload a scan of the paper form signed in person, or an audio recording, and Respectly tracks it in the client’s record and audit log like everything else. Some states, and Canada’s National Do Not Call List for voice calls, also have registration rules for businesses that telemarket, so check the rules where you operate.
They are stored with consent status “unknown”, and sends that require consent skip them. Share your intake form link or QR code so they can give consent, and it is recorded with its source and date.
Hours are evaluated in the recipient’s local time, not yours — for example 8:00 AM to 9:00 PM under US federal rules, with stricter windows in states such as Florida. Messages are held until the window opens.
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Book a demoProduct visuals are illustrative. Names, numbers and phone numbers shown are fictitious.