This Privacy Policy explains how IntakeGenius LLC (“IntakeGenius,” “we,” “our,” or “us”) collects, uses, and protects information obtained through our AI voice and text intake assistant (“AI Agent”), as well as through any connected systems or services. By using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

Information Provided by Callers

When callers interact with our AI Agent, we collect the information they share during the call, including name, phone number, email address, case category, and a brief description of their legal issue or reason for calling.

Call Recordings and Transcripts

We store call recordings and AI-generated transcripts for quality assurance, system improvement, debugging, and training our AI Agent.

Automatically Collected Information (Future Use)

Our website may add analytics tools in the future. If this happens, this policy will be updated.

2. How We Use the Information

We use caller information to qualify inbound leads, pass details into client CRMs, send automated scheduling messages, improve the AI Agent, and maintain system functionality.

We do not sell, rent, or trade personal information.

3. How We Share Information

Information may be shared with:

• Law firms or businesses using IntakeGenius as part of their intake workflow
• Third-party service providers such as CRM platforms, messaging services, and technical vendors
• System providers required for operating or improving our AI Agent

We do not use caller information for advertising without explicit user opt-in.

4. Data Storage and Security

Recordings, transcripts, and associated data are stored on secure servers with restricted access. While we use industry-standard protections, no digital system can guarantee absolute security.

5. Data Retention

We retain data as long as necessary to operate our system, fulfill our obligations to clients, improve our technology, or comply with legal requirements. Law firms may request deletion of certain records, subject to technical feasibility.

6. Not a Law Firm

IntakeGenius is not a law firm and does not provide legal advice. We do not create attorney–client relationships or offer opinions about legal matters. Our role is limited to capturing and organizing intake information for our clients.

7. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect information from minors.

8. Changes to This Policy

We may update this Privacy Policy periodically. Changes take effect when posted to our website.

9. Contact Us

For questions about this Privacy Policy, contact us at:

Email: hello@intakegenius.com

Address: IntakeGenius, 169 Madison Avenue, Suite 2501, New York, NY 10016