Reclaim.ai
Stage 4 — Get systemicAI calendar that auto-schedules focus time, tasks, and habits around your client meetings. The Stage 4 default for advisors whose calendar fills up faster than they can defend deep work.
Best for
- Defending deep-work time around client meetings — set "5 hours of focus time per week" and Reclaim books it on your calendar, auto-reshuffles when a new client meeting drops in
- Auto-scheduling tasks from your todo list (Todoist, Asana, Linear, ClickUp, Monday.com, Jira) onto your calendar by priority — combines what-to-do and when-to-do-it in one view
- Buffering meetings: auto-schedule prep time before, debrief time after, and travel time between in-person meetings — eliminates the "I had no time to prepare" problem
- Habit blocks: weekly compliance review, monthly portfolio rebalance prep, quarterly client-touch cadence — Reclaim books them as flexible holds that move when needed but don't get skipped
Avoid
- Firms with strict shared-calendar conventions where every block must be human-set — Reclaim moves events around aggressively; if your firm requires immutable calendar entries, Reclaim's auto-rescheduling will frustrate you
- External-facing meeting scheduling links — Reclaim has a Scheduler feature but it's not the primary use case; for prospect/client booking pages use Calendly, SavvyCal, or Microsoft Bookings as the dedicated tool
- Calendar-light advisors with under 10 meetings/week — the auto-scheduling overhead doesn't pay off if your calendar is mostly empty; Reclaim shines at 15+ meetings/week
Shortcuts
- Habits are the under-used feature most advisors miss — encode your weekly compliance review, biweekly market read, monthly client-touch cadence as flexible Habits and Reclaim defends the time without you remembering
- Two-way sync with your task tool means tasks change status in both systems — finish a task in Asana, it disappears from your Reclaim-scheduled calendar block automatically
- Slack status syncing keeps your team aware of when you're in focus time vs. open to interruptions — useful for multi-advisor firms running on Slack
- Use Reclaim's "Smart 1:1s" to auto-schedule recurring team check-ins that flex around everyone's actual availability instead of locking a fixed time slot
Model variants
Reclaim runs proprietary scheduling AI that operates over Google Calendar and Outlook (full parity as of 2026). You don't pick a model — the differentiator is the constraint-solving scheduling engine and the integrations with task tools, not raw model capability.
Compliance gotchas
- Reclaim reads your full calendar (event titles, attendees, descriptions) to make scheduling decisions — verify your firm's IT/compliance posture is compatible with a third-party app having calendar read/write access. Most are; some legacy firms require a security review.
- Auto-rescheduling can move client meetings if you let it — configure which event types are immutable (client meetings, regulatory deadlines) vs. flexible (focus time, internal calls) during setup to avoid surprising clients with reschedules
- Slack status syncing exposes your meeting state to teammates — make sure your status messages don't leak client identifiers or PII (use generic strings like 'In a client meeting' not 'With [client name]')
- Reclaim has a published security posture; verify SOC 2 + data-residency + DLP-equivalent controls against your firm's IT review before granting full calendar access. Free trial of Business available to validate.
Compliance posture
- SOC 2
- Verify with vendor
- Zero retention
- Verify with vendor
- SSO
- Verify with vendor
- SCIM
- Verify with vendor
- HIPAA BAA
- Verify with vendor
- Data residency
- Verify with vendor
Reclaim does not publish detailed compliance documentation publicly. Request SOC 2 report + DPA + retention terms directly before granting full calendar read/write access — Reclaim sees all event titles + attendees + descriptions.
Editorial data — verify against the vendor's live trust page before relying. Last verified 2026-05-29. Full posture matrix →
Pricing
Lite: free forever (basic AI scheduling, single-calendar limits). Starter, Business, Enterprise tiers unlock longer scheduling ranges, more events, task integrations, and team controls — exact per-user pricing varies; check reclaim.ai/pricing for current tiers. 14-day free trial of Business available. For most solo advisors Lite or Starter is enough; multi-advisor RIAs typically land on Business for team-wide scheduling visibility.