Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the Intake AI platform (“Service”), operated by IR Legal Solutions LLC (“Company,” “we,” “us,” or “our”). By creating an account or using the Service, you agree to be bound by these Terms. If you are accepting on behalf of a law firm or other legal entity, you represent that you have the authority to bind that entity.

1. Description of Service

Intake AI is an AI-powered client intake automation platform designed for law firms. The Service automates inbound client calls using artificial intelligence, routes calls to the appropriate staff member or voicemail, transcribes call recordings, extracts structured intake data, stores encounter records for review by your team, delivers retainer agreements and other legal documents for electronic signature, and sends SMS text messages to callers who have consented, including retainer agreements.

2. Eligibility

The Service is intended solely for use by law firms and licensed legal professionals operating within the United States. By accessing the Service, you represent that (a) you are at least 18 years of age, (b) you have the legal authority to enter into these Terms, and (c) your use of the Service complies with all applicable laws and professional conduct rules, including those governing attorney-client communications and confidentiality.

3. Accounts and Access

You must create an account to use the Service. Account authentication is managed through our third-party provider, Clerk. You are responsible for maintaining the confidentiality of your credentials and for all activity that occurs under your account. You must notify us immediately at admin@intake-ai.com if you suspect unauthorized access.

Firms may have multiple members with different roles (“Owner”, “Admin”, or “User”). Owners and Admins are responsible for managing team membership and intake flow configuration.

4. Call Recording, SMS, and Consent

All inbound calls processed through the Service are recorded. The Service automatically announces to callers at the start of each call that the call is being recorded. In addition, the Service captures SMS opt-in consent during calls before sending any SMS messages. You are solely responsible for ensuring that your use of call recording and the SMS messaging program complies with all applicable federal and state wiretapping, eavesdropping, recording, and consent laws, as well as the Telephone Consumer Protection Act (TCPA) and CTIA Messaging Principles and Best Practices, including but not limited to the laws of any two-party or all-party consent states.

By using the Service, you represent that you have obtained or will obtain all legally required consents for recording calls, sending SMS messages, and processing calls handled through your configured intake flows.

5. SMS Messaging Program

A. Program Description

As part of the Service, IR Legal Solutions LLC (acting as the registered A2P 10DLC sender on your firm’s behalf, or, where you have registered your own A2P 10DLC brand, as your messaging service provider) sends SMS text messages to callers who provide consent during an intake call. Messages are limited to: (i) retainer agreements and other legal documents requested by the caller.

B. Cost

Message and data rates may apply. Neither IR Legal Solutions LLC nor your firm charges callers for SMS messages themselves; charges, if any, are imposed by the caller’s mobile carrier under their wireless plan.

C. Opt-Out

Callers may opt out of all SMS messages at any time by replying STOP, UNSUBSCRIBE, CANCEL, END, QUIT, STOPALL, and by ending the call. Callers may also revoke consent through any reasonable method, including emailing admin@intake-ai.com. Opt-outs are processed promptly and in any case within ten (10) business days.

D. Carrier Liability

Mobile carriers are not liable for delayed or undelivered messages. The SMS program is supported on AT&T, T-Mobile, Verizon Wireless, U.S. Cellular, and other major U.S. carriers.

E. Consent Not Required for Legal Services

A caller’s consent to receive SMS messages is not a condition of retaining your firm or receiving legal services. Callers may communicate with your firm by phone, email, or U.S. mail instead.

F. Firm Responsibility for Compliant Use

You agree (i) not to configure the Service to send marketing, promotional, or solicitation SMS messages without first registering a separate A2P 10DLC campaign with appropriate written consent collection mechanisms; (ii) not to instruct the AI agent to obtain SMS consent for purposes outside the categories described in subsection A; (iii) to honor opt-out requests received through any channel; and (iv) to comply with all applicable laws and bar advertising rules governing attorney-client communication, including state-specific telephone solicitation statutes. You acknowledge that violation of this section is grounds for immediate suspension of the SMS feature for your account.

G. Privacy

Mobile information collected through the SMS program will not be shared with third parties or affiliates for marketing or promotional purposes at any time. See the SMS Messaging Program section of our Privacy Policy at intake-ai.com/privacy for details.

6. Document Delivery and Storage

The Service integrates with DocuSeal to deliver retainer agreements and other legal documents to callers for electronic signature. Signed documents, including signature timestamps and completion status, are stored on behalf of your firm and accessible through your dashboard. You are solely responsible for ensuring that your use of electronic signatures complies with applicable law, including the Electronic Signatures in Global and National Commerce Act (E-SIGN) and any applicable state equivalents.

The Service does not provide legal advice on document content. You are responsible for the accuracy and legal sufficiency of all documents delivered through the Service.

8. AI-Powered Features

The Service uses artificial intelligence and machine learning technologies — including voice AI, speech transcription, and large language models — to automate intake conversations, transcribe recordings, and extract structured data from calls. AI-generated outputs, including transcripts, summaries, lead qualification assessments, and extracted caller information, are provided for informational purposes only and may contain errors. You are responsible for reviewing and verifying all AI-generated content before relying on it for any legal or business purpose.

The Service does not provide legal advice and is not a substitute for professional legal judgment.

9. Fees and Billing

The Service is offered on a pay-as-you-go basis. Enterprise pricing is available upon request. Pricing is subject to change with reasonable notice.

Your firm’s account requires an active subscription to process inbound calls. If your subscription has expired, inbound calls will be rejected. You are responsible for maintaining current billing information and for all charges incurred under your account.

All fees are exclusive of applicable taxes. You are responsible for all taxes associated with your use of the Service.

10. Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose or in violation of any professional ethics rules or bar regulations;
• Attempt to reverse-engineer, decompile, or extract source code from the Service;
• Resell or sublicense access to the Service without our prior written consent;
• Introduce malicious code, interfere with the Service’s infrastructure, or conduct unauthorized penetration testing;
• Configure the Service to process calls without proper recording disclosures to callers;
• Use the Service to record or process calls involving privileged communications without appropriate safeguards;
• Use the SMS feature to send marketing, promotional, or solicitation messages outside the program described in Section 5.

11. Data and Confidentiality

You retain ownership of all data submitted to the Service, including call recordings, transcripts, signed documents, and caller information (“Firm Data”). You grant us a limited license to process Firm Data solely to provide and improve the Service.

We implement industry-standard technical and organizational measures to protect Firm Data, including encryption of all data in transit (TLS) and encryption of all data at rest. Access to Firm Data is restricted by role-based access controls and authenticated API access. However, no system is entirely secure. You are responsible for determining whether the Service meets your firm’s confidentiality and data security obligations, including any applicable state bar requirements regarding cloud-based storage of client information.

We do not sell, rent, or share Firm Data with third parties for marketing or promotional purposes. Mobile phone numbers and other mobile information collected through the Service will not be disclosed to third parties or affiliates for marketing or promotional purposes at any time. SMS-specific terms governing the messaging program are set forth in Section 5. We may share data with sub-processors solely as necessary to operate the Service (see our Privacy Policy for details).

12. Third-Party Services

The Service integrates with third-party platforms including Twilio (telephony and SMS), Ultravox (voice AI), Deepgram (transcription), Google Gemini (data extraction), Clerk (authentication), and DocuSeal (document delivery and e-signatures). Your use of the Service is also subject to the applicable terms of these third-party providers. We are not responsible for the acts or omissions of third-party service providers.

13. Intellectual Property

The Service, including all software, designs, trademarks, and content, is owned by IR Legal Solutions LLC and protected by applicable intellectual property laws. These Terms do not grant you any ownership rights in the Service.

14. Termination

Either party may terminate these Terms at any time. We may suspend or terminate your access immediately if you breach these Terms, fail to pay applicable fees, or if continued access poses a legal or security risk. Upon termination, your right to access the Service ceases. We will retain your data for a reasonable period to allow export, after which it may be deleted in accordance with our data retention practices.

15. Disclaimer of Warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT AI-GENERATED OUTPUTS WILL BE ACCURATE OR COMPLETE.

16. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL IR LEGAL SOLUTIONS LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF YOUR USE OF OR INABILITY TO USE THE SERVICE.

OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ANY CLAIMS ARISING UNDER THESE TERMS SHALL NOT EXCEED THE GREATER OF (A) THE FEES PAID BY YOU TO US IN THE THREE MONTHS PRECEDING THE CLAIM OR (B) ONE HUNDRED DOLLARS ($100).

17. Indemnification

You agree to indemnify, defend, and hold harmless IR Legal Solutions LLC and its affiliates from and against any claims, liabilities, damages, losses, and expenses arising out of or related to (a) your use of the Service, (b) your violation of these Terms, (c) your failure to obtain required consents for call recording or SMS messaging, (d) your use of the document delivery feature, or (e) your violation of any applicable laws or professional conduct rules.

18. Governing Law

These Terms are governed by the laws of the State of Delaware, without regard to its conflict of law principles. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the state and federal courts located in Delaware.

19. Changes to Terms

We may update these Terms from time to time. If we make material changes, we will notify you via email or through the Service at least 14 days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the revised Terms.

20. Contact

If you have questions about these Terms, please contact us at: admin@intake-ai.com