Terms and Conditions

Welcome to Intake Auto Pilot

These Terms and Conditions ("Terms") govern your use of the Intake Auto Pilot website at intakeautopilot.com and all services provided by Intake Auto Pilot ("we," "us," "our").

By accessing this website or using our services, you agree to be bound by these Terms in full. If you do not accept these Terms, do not use our website or services.

1. SERVICES PROVIDED

Intake Auto Pilot is an AI automation agency that designs, builds, and implements custom AI-powered workflows, automated phone systems, and intake solutions for law firms and personal injury intake teams.

We are NOT a law firm. We do not provide legal advice, legal representation, or practice law in any capacity.

Our services include, but are not limited to:

Custom AI voice agent development

Automated intake and qualification systems

CRM integrations and workflow automation

SMS/calling campaign setup

Training and technical support

2. CLIENT RESPONSIBILITIES

To effectively deliver our services, you agree to:

Provide timely access to necessary systems, accounts, and information
Respond to requests for feedback, approvals, and materials within reasonable timeframes
Ensure use of the AI systems we build complies with all applicable laws (including TCPA, state bar ethics rules, and consumer protection regulations)
Pay for any third-party services required for your project (e.g., phone numbers, API usage, CRM subscriptions)
Provide accurate information during onboarding and communication

Failure to meet these responsibilities may result in project delays, additional fees, or termination of services.

3. PAYMENT TERMS

Pricing

Service fees are determined on a project-by-project basis and outlined in your service agreement or invoice.

Payment Schedule

Payment terms will be specified in your contract or invoice. Standard terms include:

Upfront deposits before work begins

Milestone-based payments during project delivery

Recurring monthly fees for ongoing services (if applicable)

Late Payments

Invoices not paid within 15 days of the due date may result in:

Suspension of services until payment is received

Late fees of 1.5% per month (or the maximum allowed by law)

Termination of the service agreement

Refunds

All sales are final. Once work has begun on your project, no refunds will be issued. If you cancel before work begins, deposits may be refunded at our sole discretion, minus any setup or administrative fees incurred.

4. INTELLECTUAL PROPERTY RIGHTS

Our Proprietary Materials

Unless otherwise agreed in writing, Intake Auto Pilot retains all intellectual property rights to:

Proprietary code, templates, frameworks, and methodologies

Pre-existing tools, systems, or automation workflows

Training materials and documentation

You may not reproduce, sell, sublicense, or distribute these materials without our express written permission.

Custom Work Product

Upon full payment, you receive a license to use the custom AI systems and workflows we build specifically for you. However, we retain the right to reuse general concepts, techniques, and non-client-specific materials for future projects.

Client-Provided Materials

You retain ownership of any content, scripts, branding, or data you provide. By submitting materials to us, you grant us a non-exclusive license to use them solely for the purpose of delivering services to you.

5. SYSTEM OWNERSHIP & THIRD-PARTY TOOLS

When we build an AI system for you:

You own the phone numbers, accounts, and configurations we set up for you
You are responsible for maintaining subscriptions to third-party platforms (e.g., Twilio, CRM providers, AI services)
We do not own or control data collected through systems we build for you (e.g., caller information, injury details)
Third-party platform issues (downtime, policy changes, pricing increases) are beyond our control and not our responsibility

6. WARRANTIES & DISCLAIMERS

No Performance Guarantees

We provide AI automation services but do not guarantee specific business results, including but not limited to:

Number of calls/texts processed

Appointment booking rates

Lead conversion rates

Revenue generated

Results vary based on your industry, market, call volume, and other factors outside our control.

AI System Limitations

AI technology is continuously evolving. While we build systems to perform accurately, we cannot guarantee:

100% accuracy in AI responses or decisions

Zero technical errors or malfunctions

Compatibility with all future platform updates

"As-Is" Services

Our services are provided "as-is" and "as available" without warranties of any kind, whether express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

7. LIMITATION OF LIABILITY

To the fullest extent permitted by law:

Intake Auto Pilot shall NOT be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to:

Lost profits or revenue

Data loss or corruption

Business interruption

Reputational harm

Third-party claims arising from your use of our services

Our total liability to you for any claims arising out of or related to our services shall not exceed the total amount you paid us in the 12 months preceding the claim.

We are not responsible for actions taken by third-party platforms, data breaches caused by your own security practices, or legal violations resulting from your misuse of the systems we build.

8. INDEMNIFICATION

You agree to indemnify, defend, and hold harmless Intake Auto Pilot, its owner, employees, and contractors from any claims, damages, losses, liabilities, or expenses (including attorney's fees) arising out of:

Your use or misuse of the services we provide

Your violation of these Terms

Your violation of any laws or regulations (including TCPA, state bar rules, consumer protection laws)

Any data breach or security incident caused by your practices

Any third-party claims related to your business operations

9. COMPLIANCE & LEGAL USE

You are solely responsible for ensuring your use of our AI systems complies with all applicable laws, including but not limited to:

Telephone Consumer Protection Act (TCPA)
State bar association ethics rules
Federal Trade Commission (FTC) regulations
State consumer protection laws
HIPAA (if applicable)
Data privacy laws (CCPA, etc.)

We do not provide legal or compliance advice. Consult with your own legal counsel to ensure lawful use of the systems we build.

10. PROHIBITED USES

You may not use our services or website to:

Engage in illegal, fraudulent, or deceptive activities
Violate any applicable laws or regulations
Resell or sublicense our services to third parties without written permission
Reverse engineer, decompile, or attempt to extract proprietary code or systems
Harass, threaten, or harm others
Transmit viruses, malware, or harmful code
Scrape, copy, or misuse website content

Violation of these prohibited uses may result in immediate termination of services and legal action.

11. TERMINATION

Termination by You

You may terminate services by providing 30 days' written notice to [email protected]. You remain responsible for all fees incurred up to the termination date.

Termination by Us

We reserve the right to terminate services immediately if you:

Fail to pay invoices on time

Violate these Terms

Engage in abusive, threatening, or illegal conduct

Use services in a manner that harms our reputation or business

Effect of Termination

Upon termination:

You must pay all outstanding invoices

We may disable access to any systems or accounts we manage on your behalf

You retain ownership of custom work product for which you've paid in full

We are not obligated to provide refunds or pro-rated credits

12. LINKS TO THIRD-PARTY WEBSITES

Our website may contain links to third-party websites or services. We do not endorse or assume responsibility for the content, privacy policies, or practices of any third-party sites. We encourage you to review their terms and policies before engaging with them.

13. COOKIES & TRACKING

By using our website, you consent to the use of cookies in accordance with our Privacy Policy. Cookies help us improve user experience, analyze traffic, and optimize our services.

You may disable cookies in your browser settings, but some website features may not function properly.

14. USER CONTENT & FREE AI TESTS

Submissions

By submitting information through our website forms (including free AI test sign-ups), you grant us a non-exclusive, royalty-free license to use your information to provide services, communicate with you, and improve our offerings.

Free AI Tests

Free AI tests offered on our website are provided on a limited-time, trial basis with no obligation. These tests are for evaluation purposes only and do not guarantee future results or performance if you become a paying client.

15. MODIFICATION OF TERMS

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to this page with a new "Last Updated" date.

Continued use of our website or services after changes are posted constitutes acceptance of the revised Terms. We encourage you to review this page periodically.

16. DISPUTE RESOLUTION & GOVERNING LAW

Governing Law

These Terms are governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to its conflict of law provisions.

Arbitration

Any dispute arising out of or relating to these Terms or our services shall be resolved through binding arbitration in Pennsylvania, in accordance with the rules of the American Arbitration Association (AAA).

You waive your right to a jury trial or to participate in a class action lawsuit.

Exceptions

Either party may seek injunctive relief in court to protect intellectual property rights or enforce confidentiality obligations.

17. SEVERABILITY

If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect.

18. ENTIRE AGREEMENT

These Terms, together with our Privacy Policy and any service agreements you sign, constitute the entire agreement between you and Intake Auto Pilot regarding your use of our services.

19. FORCE MAJEURE

We shall not be liable for any failure or delay in performance due to events beyond our reasonable control, including but not limited to:

Natural disasters

Pandemics

Government actions

Internet service interruptions

Third-party platform outages

20. CONTACT INFORMATION

If you have questions about these Terms, please contact us:

📧 Email: [email protected]
📞 Phone: 267-802-3039
🌐 Website: intakeautopilot.com