Terms of Service

By creating an account or using IntakeIQ (the "Service"), you agree to these Terms of Service ("Terms"). If you are using the Service on behalf of a law firm or other organization, you represent that you have authority to bind that organization, and "you" refers to that organization.

IntakeIQ provides software tools for client intake automation, including an AI-assisted conversational intake widget, scheduling integration, engagement letter generation, electronic signature collection, and document collection. IntakeIQ is a software tool, not a law firm, and does not provide legal advice, represent clients, or practice law in any jurisdiction.

You must be at least 18 years old and have authority to enter into these Terms on behalf of your firm. You are responsible for maintaining the confidentiality of your account credentials, for all activity that occurs under your account, and for the conduct of any staff members you grant access to your account.

You acknowledge that you remain solely responsible for compliance with all applicable rules of professional conduct, including rules governing client confidentiality, advertising, solicitation, and the unauthorized practice of law, in every jurisdiction where you practice. IntakeIQ's AI intake assistant does not provide legal advice to Prospects or Clients, and you are responsible for reviewing and approving any communications, qualifications, or engagement decisions made in connection with your use of the Service. You are responsible for the accuracy of any engagement letter templates, fee structures, and intake question configurations you create within the Service.

If you connect a third-party storage provider (such as Google Drive, Microsoft OneDrive, Dropbox, or Clio), you authorize IntakeIQ to create files and folders within that account on your behalf, limited to the access scope you grant during connection. Your use of any connected third-party service remains subject to that provider's own terms of service. IntakeIQ is not responsible for the availability, security practices, or conduct of third-party storage providers.

You agree not to use the Service to: violate any law or the rights of any third party; transmit unlawful, harassing, or fraudulent content; attempt to gain unauthorized access to the Service or other accounts; interfere with the Service's operation; or use the Service in a manner inconsistent with applicable rules of professional conduct governing the practice of law.

Paid plans are billed in advance on a monthly or annual basis as selected at signup. Fees are non-refundable except as required by law or as expressly stated in these Terms. We may change our pricing with reasonable advance notice; continued use of the Service after a price change takes effect constitutes acceptance of the new pricing. Usage in excess of your plan's included conversation limit may be subject to additional charges or service limitations as described at signup.

We may offer free trial periods. At the end of a trial, your account will require an active paid subscription to continue use unless otherwise stated. We reserve the right to modify or terminate trial offers at any time.

IntakeIQ retains all rights, title, and interest in the Service, including its software, design, and underlying technology. You retain all rights to the content you submit to the Service, including your engagement letter templates, intake question configurations, and firm branding. You grant us a limited license to use that content solely to provide and improve the Service for your account.

As between you and IntakeIQ, you own the data relating to your Prospects and Clients. Documents stored via a connected third-party provider remain in your own storage account and under your control at all times. Upon account termination, you may request export of the metadata IntakeIQ retains by contacting support@useintakeiq.com.

You may cancel your subscription at any time through your account settings; cancellation will take effect at the end of your current billing period. We may suspend or terminate your account for violation of these Terms, including failure to pay fees when due, or use of the Service in a manner that creates legal or security risk to IntakeIQ or other users.

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING 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 CONTENT (INCLUDING INTAKE SUMMARIES OR DRAFT ENGAGEMENT LETTERS) WILL BE ACCURATE OR COMPLETE. YOU ARE RESPONSIBLE FOR REVIEWING ALL AI-GENERATED CONTENT BEFORE RELYING ON IT IN YOUR PRACTICE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, INTAKEIQ SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, CLIENTS, OR DATA, ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING FROM THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE FEES YOU PAID TO US IN THE TWELVE MONTHS PRECEDING THE CLAIM.

You agree to indemnify and hold IntakeIQ harmless from any claims, damages, or expenses arising from your use of the Service, your violation of these Terms, or your violation of any applicable rules of professional conduct.

These Terms are governed by the laws of the State of Florida, without regard to conflict of law principles.

We may update these Terms from time to time. Material changes will be communicated via email or in-app notice. Continued use of the Service after changes take effect constitutes acceptance.

Questions about these Terms can be directed to support@useintakeiq.com.