These Terms & Conditions (“Terms”) govern your use of IntakeGenius LLC’s AI intake services (“Services”). By accessing or using our Services, you agree to be bound by these Terms.

1. Description of Services

IntakeGenius provides an AI-driven voice and text intake assistant that collects caller information, creates lead records, and sends automatic scheduling messages. IntakeGenius does not evaluate cases or provide legal advice.

2. Not a Law Firm

IntakeGenius is not a law firm. We do not offer legal advice, create attorney–client relationships, or determine legal eligibility. All legal advice or decisions must be provided by the client law firm.

3. Use of Data

By using our Services, you authorize IntakeGenius to collect, store, and process data including caller information, call recordings, and transcripts, and to pass this information into your CRM. You are responsible for ensuring that you have proper permissions or consents under applicable laws.

4. Customer Responsibilities

Customers agree to:

• Use the Services in compliance with all applicable laws and regulations
• Maintain accurate CRM and system credentials
• Notify callers as required by their jurisdiction that they are speaking with an AI agent
• Ensure that communications or automations sent from their CRM comply with opt-in requirements

5. Payment and Refunds

All service fees are non-refundable unless IntakeGenius LLC provides written approval for a refund.

6. System Availability

We aim to maintain consistent uptime but cannot guarantee uninterrupted operation. Maintenance, updates, outages, and technical issues may occur.

7. Limitation of Liability

IntakeGenius is not liable for damages arising from:

• Use or inability to use the Services
• Decisions made by customers based on intake data
• Technical issues, delays, or errors beyond our control

Your use of the Services is at your own risk.

8. Termination

We may suspend or terminate access to the Services if payment lapses, misuse occurs, or these Terms are violated. Service termination does not change your obligation to pay outstanding fees.

9. Changes to These Terms

We may revise these Terms occasionally. Updates take effect when posted on our website.

10. Contact Us

For questions about these Terms, contact us at:

Email: hello@intakegenius.com

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