Legal

Terms & Conditions

Effective Date: May 20, 2026  ·  Last Updated: May 20, 2026

Welcome to IntakeAgent.ai. These Terms & Conditions ("Terms") govern your access to and use of the IntakeAgent.ai website, products, AI voice agents, and related services (collectively, the "Service"), provided by IntakeAgent.ai ("IntakeAgent," "we," "us," or "our").

By accessing the Service, creating an account, deploying an AI voice agent, or speaking with an AI agent powered by IntakeAgent, you agree to be bound by these Terms. If you do not agree, do not use the Service.

Please read carefully. These Terms include important provisions about limitation of liability, disclaimer of warranties, customer responsibilities for legal compliance (including TCPA and call-recording laws), and binding arbitration for most disputes.

1. The Service

IntakeAgent provides AI-powered voice agents that businesses — primarily law firms — deploy to handle inbound and outbound phone intake, qualify leads, schedule appointments, and route calls. The Service includes our website, dashboards, APIs, voice agent technology, transcription, call routing, and any related documentation and support.

We may modify, suspend, or discontinue any part of the Service at any time, with reasonable notice where the change materially affects paying customers.

2. Eligibility

You must be at least 18 years old and able to form a binding contract to use the Service. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization to these Terms, in which case "you" refers to that organization.

3. Accounts

To use most features of the Service, you must register an account. You agree to:

  • Provide accurate, complete, and current information during registration.
  • Keep your login credentials confidential and not share them with unauthorized parties.
  • Notify us immediately of any unauthorized access to or use of your account.
  • Be responsible for all activity that occurs under your account.

4. Subscriptions, Fees & Billing

Fees and plans

Use of the Service is offered on a subscription basis or a usage-based basis (or both), as described in your order form or plan selected at signup. Pricing, included usage (such as minutes, calls, or seats), and overage rates are stated at the point of purchase.

Billing and renewal

Subscriptions automatically renew at the end of each billing cycle (monthly or annual) at the then-current rate, unless cancelled before the renewal date. You authorize us to charge your payment method on file for all applicable fees, including overages and taxes.

Late payment and suspension

Overdue amounts may accrue interest at the lower of 1.5% per month or the maximum rate allowed by law. We may suspend or terminate the Service if your account becomes past due and is not cured within 10 days of notice.

Refunds

Fees are non-refundable except where required by law or expressly stated in your order form. Cancelling a subscription stops future renewals but does not entitle you to a refund of prepaid fees for the current period.

Taxes

Fees are exclusive of taxes. You are responsible for all applicable sales, use, VAT, GST, and similar taxes, except for taxes based on our net income.

5. Acceptable Use

You may not, and may not permit anyone else to:

  • Use the Service for any illegal, fraudulent, deceptive, or harmful purpose.
  • Deploy AI voice agents to make calls in violation of the Telephone Consumer Protection Act (TCPA), Do-Not-Call rules, state telemarketing laws, or any equivalent law outside the U.S.
  • Use the Service to harass, threaten, defame, or impersonate any person or entity.
  • Reverse engineer, decompile, scrape, or attempt to extract source code or training data from the Service.
  • Resell, sublicense, or commercially redistribute the Service without our written consent.
  • Attempt to interfere with, disrupt, or gain unauthorized access to the Service or its infrastructure.
  • Use the Service to develop a competing product or to benchmark against a competing product.
  • Upload or transmit malware, viruses, or any harmful code through the Service.
  • Use the Service in any way that could damage the reputation of IntakeAgent or its partners.

6. Customer Compliance Obligations

If you deploy an IntakeAgent voice agent on your own phone number or for your own business, you are solely responsible for legal compliance with respect to the calls placed and received through your account, including:

  • Call recording consent — obtaining the consent required by federal and state law before recording calls. Many U.S. states (including California, Florida, Illinois, Massachusetts, Pennsylvania, and Washington) require all-party consent. Our agents include a default recording disclosure, but you are responsible for ensuring it is present and adequate for your jurisdiction.
  • TCPA & outbound calls — obtaining prior express written consent (where required) before placing outbound AI-initiated calls or text messages, and respecting Do-Not-Call lists, calling-time restrictions, and revocation requests.
  • Disclosure that the caller is AI — complying with laws (such as California's Bolstering Online Transparency Act) that require disclosing when callers are interacting with a non-human agent.
  • Industry-specific rules — if you are a law firm, complying with your jurisdiction's rules of professional conduct, including advertising and solicitation rules.
  • Data protection — collecting, processing, and disclosing personal information only as permitted by applicable privacy laws (CCPA, GDPR, etc.).

Important: IntakeAgent is a technology platform. We do not provide legal advice on your compliance obligations, and you should consult qualified counsel before deploying AI voice agents — particularly for outbound calling, regulated industries, or interstate operations.

7. AI Output & No Legal Advice

The Service uses artificial intelligence to generate conversation, transcripts, summaries, and routing decisions. AI output may be inaccurate, incomplete, or unsuitable for a particular purpose. You acknowledge that:

  • AI agents may misunderstand a caller, transcribe inaccurately, or produce responses that contain errors.
  • You are responsible for reviewing intake data, transcripts, and summaries before relying on them for any consequential decision.
  • An AI agent's conversation with a caller does not create an attorney-client relationship, fiduciary relationship, or any professional-services relationship between the caller and you or between the caller and IntakeAgent.
  • Nothing the AI agent says constitutes legal, medical, financial, or other professional advice.
  • The Service is not a substitute for human review where one is required by law, regulation, or professional duty.

8. Customer Data & Ownership

Customer Data means information you, your end users, or your callers submit to or generate through the Service, including call recordings, transcripts, intake details, contact information, and configuration data.

As between you and IntakeAgent, you own your Customer Data. You grant IntakeAgent a worldwide, non-exclusive, royalty-free license to host, process, transmit, display, and otherwise use Customer Data solely as necessary to provide and improve the Service, to comply with law, and as otherwise permitted in our Privacy Policy.

We may use de-identified and aggregated data derived from Customer Data to improve our models, develop new features, and produce service analytics, provided that the data does not identify you or any individual.

You represent and warrant that you have all rights, consents, and authority necessary to provide Customer Data to the Service and to authorize the uses described in these Terms.

9. Intellectual Property

The Service, including all software, models, prompts, designs, text, graphics, logos, and trademarks, is owned by IntakeAgent or its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service in accordance with these Terms.

You retain ownership of your own logos, trademarks, content, and configurations that you upload to the Service. You grant us a limited license to use them solely to provide the Service to you.

If you provide feedback, suggestions, or ideas about the Service, you grant us a perpetual, irrevocable, worldwide, royalty-free license to use them without obligation to you.

10. Third-Party Services

The Service integrates with third-party services and sub-processors — including telephony providers, large language model providers, speech technology vendors, cloud hosts, and CRM platforms — and may link to third-party websites. We are not responsible for the availability, accuracy, content, or policies of third-party services. Your use of third-party services is governed by their own terms and privacy policies.

11. Confidentiality

Each party may receive non-public information from the other in connection with the Service ("Confidential Information"). The receiving party will use Confidential Information solely to perform under these Terms and will protect it with the same degree of care it uses for its own confidential information of similar importance, but not less than reasonable care. Confidential Information does not include information that is or becomes public through no fault of the receiving party, is independently developed, or is rightfully received from a third party without restriction.

12. Term & Termination

These Terms remain in effect while you use the Service. Either party may terminate for convenience at the end of a billing cycle by providing notice. Either party may terminate immediately for material breach that remains uncured for 30 days after written notice.

We may suspend or terminate the Service immediately for cause, including violation of Section 5 (Acceptable Use), non-payment, security risk, or where required by law.

Upon termination: (a) your right to access the Service ends; (b) you remain liable for fees owed through the effective date of termination; (c) we will make Customer Data available for export for a limited period (typically 30 days) before deletion; and (d) provisions that by their nature should survive — including Sections 8, 9, 13, 14, 15, 16, and 17 — will survive.

13. Disclaimers

The Service is provided "as is" and "as available," without warranties of any kind.

To the maximum extent permitted by law, IntakeAgent disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy of AI output, and uninterrupted or error-free operation. We do not warrant that the Service will meet your specific requirements, that any defects will be corrected, or that calls will always be answered, completed, or routed correctly.

14. Limitation of Liability

To the maximum extent permitted by law:

  • In no event will IntakeAgent be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages — including loss of profits, revenue, business opportunity, goodwill, or data — arising out of or related to the Service, even if advised of the possibility.
  • IntakeAgent's total aggregate liability under these Terms will not exceed the greater of (a) the fees you paid to IntakeAgent in the 12 months preceding the event giving rise to the claim, or (b) USD $100.

Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of these limits may not apply to you.

15. Indemnification

You agree to defend, indemnify, and hold harmless IntakeAgent and its officers, directors, employees, and agents from and against any third-party claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service in violation of these Terms or applicable law; (b) your Customer Data or the conduct of your end users and callers; (c) your failure to obtain required consents (including for call recording and TCPA compliance); and (d) your breach of any representation or warranty in these Terms.

16. Dispute Resolution & Arbitration

Informal resolution. Before filing a claim, you agree to try to resolve the dispute informally by emailing [email protected] with a description of the dispute. We will attempt to resolve the dispute within 30 days.

Binding arbitration. If the dispute is not resolved informally, you and IntakeAgent agree to resolve any claim arising out of or related to these Terms or the Service through final, binding arbitration, administered by JAMS under its applicable rules, except that either party may seek injunctive relief in court for intellectual property infringement or unauthorized access to the Service.

Class action waiver.

You and IntakeAgent agree that any dispute will be brought in an individual capacity and not as a plaintiff or class member in any purported class, collective, or representative action.

This arbitration clause does not apply where prohibited by law.

17. Governing Law

These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws principles. Subject to the arbitration provision above, the state and federal courts located in Delaware will have exclusive jurisdiction over any dispute not subject to arbitration. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

18. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the "Last Updated" date above. If the changes are material, we will provide reasonable notice — for example, by email or a notice in the Service — before they take effect. Your continued use of the Service after the changes take effect constitutes acceptance of the updated Terms.

19. General Provisions

  • Entire agreement. These Terms, together with any order form, the Privacy Policy, and any policies referenced here, are the entire agreement between you and IntakeAgent regarding the Service.
  • Severability. If any provision is held unenforceable, the remaining provisions will continue in full force.
  • No waiver. Our failure to enforce any provision is not a waiver of our right to enforce it later.
  • Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.
  • Force majeure. Neither party is liable for failure to perform due to causes beyond reasonable control, including natural disasters, network outages, or government actions.
  • Notices. We may send notices to the email address on file for your account. You may send notices to us at [email protected].
  • Independent contractors. The parties are independent contractors. These Terms do not create any agency, partnership, joint venture, or employment relationship.

20. Contact Us

If you have questions about these Terms or the Service, please contact us:

IntakeAgent.ai — Support

Email: [email protected]

Website: https://intakeagent.ai

We aim to respond to all legal inquiries within 5 business days.