[ Legal — Terms ]

Terms & Conditions

Last updated June 11, 2026

These terms govern your use of the IntakeLine website, the AI receptionist service, and the partner program. Please read them carefully.

01Agreement to these terms

These Terms & Conditions govern your use of the IntakeLine website and, where applicable, the IntakeLine AI receptionist service and partner program. By using the site or the service, you agree to these terms. If you are agreeing on behalf of a company, you confirm you have authority to bind it.

Paid use of the service and the partner program are also governed by a separate signed order or partner agreement. If anything in that signed agreement conflicts with these terms, the signed agreement controls.

02What IntakeLine is, and is not

IntakeLine is a software service that answers inbound calls with an AI receptionist, gathers intake information, books consultations, and can send documents for signature on a firm's behalf.

IntakeLine is not a law firm and does not provide legal advice. The AI collects facts and schedules appointments the way a non-lawyer receptionist would. No use of the site or service creates an attorney-client relationship, and nothing here is legal advice.

03The partner program

Partners (such as legal marketing agencies and legal software companies) may introduce law-firm clients to IntakeLine and earn revenue share under a separate partner agreement. The specific commission, payment timing, trial terms, and exclusivity are defined in that agreement.

Statistics, calculator outputs, sample earnings, and example testimonials shown on this site are illustrative. They are not a guarantee of results, revenue, signed cases, or any specific outcome.

04Free trial

We may offer a free trial of the receptionist service to a partner's law-firm clients. Trial scope and duration are stated at sign-up. We may modify or end a trial, and trials are subject to fair-use and anti-abuse limits.

05Acceptable use

You agree not to:

  • Use the service unlawfully, or to violate call-recording, telemarketing, or consumer-protection laws that apply to you.
  • Misrepresent the service, or use it to deceive callers in ways the law prohibits.
  • Attempt to reverse engineer, scrape, overload, or disrupt the service or its underlying providers.
  • Upload unlawful content, or use the service to handle data you are not permitted to collect.

06Calls, recordings, and consent

Calls handled by the AI may be recorded and transcribed. Recording and notification laws differ by state, including all-party-consent states. Each firm is responsible for providing the disclosures and obtaining the consents that apply where it operates. You are responsible for using the service in compliance with the laws that apply to your calls and your clients.

07Customer data and privacy

Our handling of personal information is described in the Privacy Policy. For data processed on a firm's behalf, the firm is the controller and IntakeLine acts as its processor under the applicable agreement. You are responsible for the accuracy and lawfulness of the data you or your callers provide.

08Intellectual property

The site, the service, the IntakeLine name and logo, and all related software and content are owned by IntakeLine or its licensors and are protected by law. We grant you a limited, non-exclusive, non-transferable right to use the service while your agreement is active. You keep ownership of your own data and content.

09Third-party services

The service integrates with third-party providers for voice AI, scheduling, e-signature, hosting, and analytics. Those services are governed by their own terms, and we are not responsible for their acts or omissions beyond our contractual arrangements with them.

10Disclaimers

The site and service are provided on an as-is and as-available basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted, error-free, or that it will capture every call or lead.

11Limitation of liability

To the fullest extent permitted by law, IntakeLine will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, data, or goodwill. Our total liability arising out of or relating to the service is limited to the amounts you paid us for the service in the twelve months before the event giving rise to the claim. Some jurisdictions do not allow certain limitations, so parts of this section may not apply to you.

12Indemnification

You agree to indemnify and hold IntakeLine harmless from claims arising out of your use of the service, your content or data, your callers, or your violation of these terms or applicable law, including call-recording and consumer-protection laws.

13Termination

You may stop using the service at any time. We may suspend or terminate access if you breach these terms, create risk or legal exposure, or for prolonged inactivity. Provisions that by their nature should survive termination will survive.

14Changes and governing law

We may update these terms as the product and the law change; the date above reflects the latest version, and continued use means you accept it. These terms are governed by the laws of the State of New Jersey, without regard to its conflict-of-laws rules, and disputes will be resolved in the state or federal courts located there, unless a signed agreement says otherwise.

15Contact

Questions about these terms can be sent to legal@intakeline.com.

Questions about this document? Email legal@intakeline.com.

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