Legal

Terms of Service & Disclaimers

Effective date: July 2, 2026 · Intakei
01

Acceptance of These Terms

These Terms of Service ("Terms") are a binding agreement between Intakei ("Intakei," "we," "us") and the business that purchases or uses our services ("Client," "you"). By signing up for, paying for, or using any Intakei service — including the one-time setup service and any monthly subscription plan — you agree to these Terms on behalf of your business and represent that you have authority to do so.

If you do not agree to these Terms, do not use the service.

02

Description of the Service

Intakei provides a bundle of business services for home service companies. Depending on the plan you select, these may include an AI-powered virtual receptionist that answers inbound phone calls, collects caller information, answers questions based on the information you provide, schedules appointments, and sends call summaries, recordings, and transcripts; a customer relationship management (CRM) system; automated SMS summaries, customer alerts, and review requests; website design and hosting; and search engine optimization (SEO), Google Business Profile, and map-listing optimization.

You understand and agree that:

  • The reception component is an automated, artificial-intelligence system, not a human answering service.
  • The system's knowledge of your business is limited to the information you supply and approve during setup and any updates you request afterward.
  • Intakei is a set of call-handling, scheduling, software, and marketing tools. It does not perform, supervise, or guarantee any trade work, and it does not provide legal, medical, financial, safety, or other professional advice to you or to your callers.
  • The specific features, service levels, and deliverables included in your plan are described on our pricing page and in your order confirmation.
03

AI Disclosure, Call Recording & Compliance

Laws governing automated calls, AI voice systems, and call recording vary by state and are changing quickly. Some states require that callers be told at the beginning of a call that they are speaking with a virtual assistant or automated system. Some states require the consent of one or all parties before a call may be recorded.

Client responsibility: You are solely responsible for determining and complying with the laws that apply to your business and the locations of your callers, including AI/bot disclosure requirements, call recording and consent requirements, telemarketing rules, and any industry-specific regulations. Intakei will, at your direction, configure the system to play an AI disclosure at the start of each call and/or a recording notice — but the decision to enable, disable, or word those disclosures, and the legal consequences of that decision, rest with you.

We strongly recommend enabling the virtual-assistant disclosure in all states and consulting a licensed attorney about the requirements that apply to you. Intakei does not provide legal advice, and nothing on our website or in our communications should be treated as legal advice.

04

Accuracy, Errors & AI Limitations

Artificial-intelligence systems are probabilistic by nature. While Intakei is built and tested to perform reliably, you acknowledge that the system may occasionally mishear a caller, provide an incomplete or inaccurate response, book an appointment incorrectly, fail to answer a call, or otherwise behave in an unintended way.

You agree that:

  • You will review call summaries, transcripts, and booked appointments and remain responsible for confirming job details (address, scope, pricing, scheduling) with your customers before performing work.
  • Any pricing, availability, or service information the system communicates to callers is informational only and does not form a binding contract between Intakei and the caller. Quotes and commitments to customers are made by you, not by Intakei.
  • Intakei is not responsible for business outcomes, including lost revenue, missed appointments, lost customers, negative reviews, or disputes between you and your customers arising from information the system provided or failed to provide.
  • Marketing, SEO, and ranking results are not guaranteed. Search rankings, Google Business Profile placement, map-pack position, review counts, website traffic, and lead volume depend on factors outside our control — including the policies and algorithms of Google, Apple, and other third parties, your competitors, your service area, and your own responsiveness and reputation. We apply proven optimization practices and report on progress, but we do not and cannot guarantee any specific ranking, position, timeframe, traffic level, number of reviews, or number of new customers.
05

Not an Emergency Service

Intakei is not a substitute for emergency services and does not support 911 dialing or emergency dispatch. While the system can be configured to flag urgent calls and notify you, we do not guarantee that any call, message, or notification will be delivered, delivered on time, or acted upon. You are responsible for instructing your customers to call 911 or the appropriate emergency service in any situation involving danger to life, health, or property.

06

Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. TO THE MAXIMUM EXTENT PERMITTED BY LAW, INTAKEI DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, UPTIME, OR UNINTERRUPTED OR ERROR-FREE OPERATION. INTAKEI DOES NOT WARRANT THAT EVERY CALL WILL BE ANSWERED, THAT EVERY APPOINTMENT WILL BE BOOKED CORRECTLY, OR THAT THE SERVICE WILL MEET YOUR REQUIREMENTS OR PRODUCE ANY PARTICULAR BUSINESS RESULT.

07

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) INTAKEI SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, BUSINESS, GOODWILL, OR DATA, ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND (B) INTAKEI'S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS SHALL NOT EXCEED THE AMOUNTS ACTUALLY PAID BY YOU TO INTAKEI FOR THE SERVICE IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

Some jurisdictions do not allow certain limitations of liability, so some of the above may not apply to you. In those jurisdictions, Intakei's liability is limited to the greatest extent permitted by law. Each provision of this section applies to the fullest extent permitted and is severable from the others.

08

Indemnification

You agree to defend, indemnify, and hold harmless Intakei and its owners, employees, and contractors from and against any claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the service; (b) the work you perform or fail to perform for your customers; (c) the information you supply to Intakei for use in answering calls, including any inaccurate, misleading, or unlawful content; (d) your violation of any law or regulation, including AI-disclosure, call-recording, consent, or telemarketing laws; or (e) any dispute between you and your customers or callers.

09

Fees, Billing & Cancellation

Setup fee. The one-time setup fee covers building, training, configuring, and testing the services in your plan — which may include your AI receptionist, CRM, automations, website, and initial ranking work. Because this work is performed up front, the setup fee is non-refundable once setup work has begun.

Monthly subscription. Plans are billed monthly in advance and include the features and service levels stated for your plan on our pricing page and order confirmation.

Usage. If your call volume or usage grows well beyond what your plan is designed for, we will contact you to move to a plan that fits. We will not cut off service mid-month without notice.

Cancellation. There is no long-term contract. You may cancel at any time with notice before your next billing date; service continues through the end of the period already paid. Fees already paid are non-refundable except where required by law.

Changes. We may update pricing or plan features with reasonable advance notice. Changes apply to future billing periods, not periods already paid.

10

Third-Party Services

The service depends on third-party providers, including telephony carriers, AI/voice platforms, and calendar systems. Intakei is not responsible for outages, errors, delays, or data practices of third-party providers, or for failures in your own phone service, call forwarding configuration, internet connection, or calendar account. You are responsible for maintaining your own phone number and carrier account.

11

Privacy & Call Data

To provide the service, calls handled by Intakei may be recorded, transcribed, and processed by our AI and telephony providers. Recordings, transcripts, and summaries are made available to you and are used to operate, troubleshoot, and improve your receptionist.

You are responsible for providing any legally required notices to your callers regarding recording and automated processing (see Section 3).

We do not sell caller data. We retain call data only as long as needed to provide the service and meet legal obligations, and we will delete your business's call data upon written request following cancellation, except where retention is required by law.

12

General Terms

Governing law. These Terms are governed by the laws of the State of Utah, without regard to conflict-of-laws principles. Any dispute shall be brought exclusively in the state or federal courts located in Utah, and you consent to their jurisdiction.

Informal resolution first. Before filing any claim, both parties agree to attempt in good faith to resolve the dispute by contacting the other party and allowing thirty (30) days for resolution.

Entire agreement. These Terms, together with your order confirmation, are the entire agreement between you and Intakei regarding the service and supersede any prior discussions.

Severability. If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect.

No waiver. Failure to enforce any provision is not a waiver of the right to enforce it later.

Updates to these Terms. We may update these Terms from time to time. Material changes will be communicated to active clients, and continued use of the service after changes take effect constitutes acceptance.

Contact. Questions about these Terms: ctjardine08@gmail.com or (913) 636-6001.