For U.S.-based personal injury firms. Intake only — no legal advice.
Long-form terms. Clear boundaries.

Terms & Conditions

These Terms govern your use of AI Intake Assistant and our website. By using the Service, you agree to these Terms. If you do not agree, do not use the Service.

Intake-only No legal advice Technology tool Client-controlled

Effective Date: Jan 01, 2026  •  Last Updated: Jan 01, 2026

Important notice

Read this first — it sets the boundaries of the service.

Not a law firm. No legal advice.

AI Intake Assistant is not a law firm and does not provide legal advice. The Service is designed to collect basic information for intake and routing purposes only. The Service does not evaluate case merit, damages, liability, or likelihood of success.

Use of the Service does not create an attorney-client relationship between any caller and any law firm. Any legal relationship, if applicable, is solely between the caller and the client firm and occurs only through the client firm’s own engagement process.

If you need state-specific attorney advertising or intake compliance language (TX/FL/CA), update these Terms with your counsel.

1. Definitions

Key terms used throughout these Terms.

  • “AI Intake Assistant,” “we,” “us,” “our” refers to the Service provider.
  • “Client” refers to the law firm, attorney, or business entity subscribing to the Service.
  • “Caller” refers to any person who calls, messages, or otherwise interacts with the intake flow.
  • “Intake Data” refers to information collected during intake (e.g., name, phone, incident type/date, general summary).
  • “Third-Party Providers” refers to platforms used to operate telephony, SMS, email, hosting, payments, and analytics.
  • “Service” refers to the website, demo line, intake workflow, scripts, notifications, and related support.

2. Scope of service

What the Service does and does not do.

2.1 What the Service does

  • Captures inbound calls (after-hours, overflow, or 24/7 based on configuration)
  • Collects structured intake details as configured by the Client
  • Sends notifications to Client via SMS and/or email
  • Routes the caller to an appropriate next step (e.g., “staff will call you back”)

2.2 What the Service does not do

  • Provide legal advice or legal opinions
  • Evaluate case merit, damages, liability, or likelihood of success
  • Perform conflicts checks
  • Draft legal documents, represent callers, or negotiate with third parties
  • Create an attorney-client relationship

3. Eligibility & authorized users

Who can use the Service and under what authority.

3.1 Business use

The Service is intended for professional use by law firms and legal intake operations.

3.2 Authority to bind

By purchasing or using the Service, you represent you have authority to bind your organization to these Terms.

3.3 Account security

You are responsible for maintaining the confidentiality of any credentials or administrative links and for all activities under your account.

4. Client responsibilities

You control configuration, compliance, and follow-up.

4.1 Accurate configuration & onboarding

You agree to provide accurate onboarding details, including office hours, acceptable case types, routing recipients (SMS/email), and any required disclaimers.

4.2 Compliance with laws & rules

You are responsible for compliance with all applicable laws and professional obligations, including (where applicable):

  • Attorney advertising and solicitation rules
  • Consent rules for call recording (if enabled)
  • SMS/communications rules (opt-in/opt-out and disclosures, if applicable)
  • Data retention and privacy requirements in your jurisdiction
  • Any state bar requirements relevant to intake and marketing

4.3 Follow-up responsibility

You control follow-up and final intake decisions. You are responsible for verifying intake information, conducting conflicts checks, and determining whether to accept a matter. You are also responsible for ensuring callers receive appropriate engagement letters and disclosures.

5. Acceptable use policy

Use the Service responsibly and lawfully.

You agree you will not:

  • Use the Service for unlawful, deceptive, or harmful purposes
  • Misrepresent the Service as a law firm
  • Attempt to reverse engineer, exploit, or disrupt the Service
  • Send or route spam, harassment, or abusive content
  • Collect sensitive personal data beyond what is necessary for intake unless explicitly configured and legally permitted

We may suspend or terminate access if we reasonably believe you violated this policy.

6. Third-party providers

Key platform dependencies and limitations.

6.1 Dependency

The Service may rely on third-party providers for telephony, messaging, email delivery, payment processing, analytics, and hosting.

6.2 Third-party terms

Third-party providers may impose their own terms and policies. We are not responsible for interruptions, outages, or limitations caused by third parties.

6.3 Carrier/network limitations

SMS delivery may be delayed or blocked by carriers due to filtering, compliance flags, or network behavior.

7. Billing, setup & payments

Transparent: one-time setup + monthly subscription.

7.1 Fees

The Service typically includes:

  • One-Time Setup Fee: configuration, routing, testing, onboarding implementation
  • Monthly Subscription: ongoing availability, monitoring, updates, and support

7.2 Subscription start

Unless stated otherwise at checkout or in writing, monthly billing begins after setup is completed.

7.3 Payments & failed charges

If a payment fails, we may retry automatically. Access may be suspended until payment is resolved. You remain responsible for outstanding amounts.

7.4 Taxes

You are responsible for any applicable taxes, duties, or fees imposed by your jurisdiction.

7.5 Refund policy

Refunds, if any, are governed by checkout terms or written agreement. Setup work is generally considered delivered once configuration/testing is completed.

8. Cancellation & termination

How cancellation works and when access can be suspended.

8.1 Client cancellation

You may cancel the monthly subscription at any time. Cancellation stops future charges but does not retroactively refund prior billing periods unless required by law.

8.2 Termination by us

We may terminate or suspend access if you breach these Terms, fail to pay, we suspect fraud/abuse, or we are required by law or third-party enforcement.

8.3 Effect of termination

Upon termination, routing may be disabled. We are not responsible for missed calls/leads after termination.

9. Availability & support

Reliability targets, maintenance, and what support covers.

9.1 Availability

We strive for reliable service but do not guarantee uninterrupted operation. Planned maintenance and third-party outages may occur.

9.2 Support scope

Support typically covers routing changes, hours updates, script tweaks within reasonable scope, recipient changes, and basic troubleshooting.

9.3 Excessive usage

Extremely high call volume may trigger fair-use limits, throttling, or adjustments to maintain stability.

10. Disclaimers

No guarantees. Technology tool only.

10.1 No outcome guarantee

We do not guarantee increased revenue, signed cases, lead quality, specific conversion rates, or uninterrupted availability.

10.2 Professional disclaimer

The Service is a technology tool and is not a substitute for legal staff, attorneys, or professional judgment.

11. Limitation of liability

Limitations to the fullest extent permitted by law.

To the maximum extent permitted by law, we are not liable for indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenues, data, goodwill, or business opportunities arising from or related to your use of the Service.

Our total liability for any claim will not exceed the amount paid by you to us in the three (3) months prior to the event giving rise to the claim (or a different cap if required by law).

12. Indemnification

You agree to protect us from claims arising from your use.

You agree to indemnify and hold harmless AI Intake Assistant from claims, damages, liabilities, and expenses arising out of:

  • Your use of the Service
  • Your communications with callers
  • Your violation of laws, regulations, or professional rules
  • Any disputes with callers or third parties related to your intake/follow-up

13. Confidentiality

Reasonable efforts, but no absolute guarantees.

We will use reasonable efforts to keep non-public business information confidential. However, you acknowledge intake data may be transmitted through third-party platforms, and absolute confidentiality cannot be guaranteed due to the nature of internet communications.

14. Data & privacy

Privacy policy applies to data handling.

Your use of the Service is also governed by our Privacy Policy. Where these Terms conflict with the Privacy Policy regarding data handling, the Privacy Policy controls.

15. Intellectual property

Ownership and usage rights.

All rights, title, and interest in the Service (including software, scripts, templates, and branding) belong to AI Intake Assistant. You receive a limited, non-exclusive, non-transferable right to use the Service during your subscription term. You may not copy, resell, or sublicense the Service without written permission.

16. Modifications

We may update the Service or Terms.

We may update the Service features, workflows, integrations, or these Terms at any time. Updated Terms will be posted with a revised effective date. Continued use after updates means you accept the updated Terms.

17. Governing law & disputes

Kuala Lumpur, Malaysia.

17.1 Governing law

These Terms are governed by the laws of Kuala Lumpur, Malaysia, without regard to conflict-of-law principles.

17.2 Dispute resolution

Before filing any claim, you agree to attempt in good faith to resolve disputes informally by contacting support. If unresolved, disputes may be handled in the courts located in Kuala Lumpur, Malaysia, unless otherwise agreed.

18. Miscellaneous

Standard legal clauses.

  • Severability: if one section is invalid, the rest remains in force
  • No waiver: failure to enforce any right is not a waiver
  • Entire agreement: these Terms + Privacy Policy constitute the full agreement
  • Assignment: you may not assign these Terms without our consent

19. Contact

Questions? Reach us here.