# Crown Legacy AI

> Crown Legacy AI builds the governed AI workforce: autonomous AI agents that sell, serve and operate businesses 24/7, with consent, AI disclosure and a full audit trail built in. Headquartered in Tampa, Florida, USA. Founded 2025. Serves businesses across the United States.

Crown Legacy AI is an AI company, not an agency. Its platform gives a business a team of AI agents, each with a defined role, that share one memory of the customer and run on one governance layer. A business starts with one agent and adds the next as each proves its return. Crown is built to the compliance standard of regulated industries and works for any company that runs on inquiries, calls and appointments.

## The Crown platform

- Crown Front Office: answers every new inquiry by text and call within 60 seconds, qualifies it and books the meeting on the real calendar. Where most companies start.
- Crown Voice: an AI receptionist on every phone line that answers, books and transfers ready callers, 24/7.
- Crown Sales: follows up on every open quote and old lead until they decide.
- Crown Operations: intake, documents, data entry, CRM updates and reporting, checked by the client's team.
- Crown Studio: purpose-built AI agents for any workflow.
- Crown Govern: the governance layer under every agent: consent captured at the source, AI disclosure, instant STOP and do-not-call handling, approval of every script, and a complete archive of every call and conversation.
- Crown Command Center (coming next): one view of the whole AI workforce and everything it produced.

## Key facts

- Response time: every inquiry answered within 60 seconds, 24/7, including nights and weekends.
- Governance: agents disclose they are AI, honor opt-outs instantly, and never give investment, insurance, legal or medical advice; those go to a licensed professional.
- Integrations: Salesforce, HubSpot, Redtail, Wealthbox, GoHighLevel, Microsoft 365, Google Workspace and more, through native or API connections.
- Deployment: live in days. Crown maps the workflow, the client's team approves every script, and agents go live on existing tools.
- Pricing: scoped per deployment and shared on a 20-minute call.

## Pages

- [Home](https://crownlegacy.li/): the AI workforce for business, platform, governance and FAQ
- [Book a demo](https://crownlegacy.li/book): 20-minute call to see the AI workforce on your workflow
- [Become a design partner](https://crownlegacy.li/apply): apply to deploy Crown as a design partner
- [Financial firms](https://crownlegacy.li/financial-firms): Crown Govern for broker-dealers and RIAs: a compliance-approved AI front office for every advisor, with firm-approved scripts and a full archive
- [FINRA AI Readiness Check](https://crownlegacy.li/ai-readiness): free 10-question check for broker-dealers and RIAs, mapped to the GenAI section of FINRA's 2026 oversight report, with a score and a gap report
- [Insights](https://crownlegacy.li/insights): plain-English answers on AI compliance for financial firms
- [Do FINRA rules apply to AI chatbots?](https://crownlegacy.li/insights/finra-rules-for-ai-chatbots): yes; FINRA rules are technology-neutral, so AI chat falls under Rules 2210, 3110 and 4511
- [Are AI chat conversations books and records?](https://crownlegacy.li/insights/are-ai-conversations-books-and-records): yes; SEC Rule 17a-4, FINRA Rule 4511 and Advisers Act Rule 204-2
- [How to write the AI section of your WSPs](https://crownlegacy.li/insights/ai-policy-for-financial-advisors): the eight parts of a practical AI policy for broker-dealers and RIAs
- [About](https://crownlegacy.li/about): the company, its principles and where it started
- [Contact](https://crownlegacy.li/contact): deployments, partnerships and press

## Optional

- [Section 179D calculator](https://crownlegacy.li/products/179d/calculator): free 179D energy tax deduction estimate
- [R&D tax credit calculator](https://crownlegacy.li/products/rd-credits/calculator)
- [Cost segregation calculator](https://crownlegacy.li/products/cost-segregation/calculator)
- [Privacy policy](https://crownlegacy.li/privacy)
- [Terms of service](https://crownlegacy.li/terms)

Contact: crownlegacyai@gmail.com