Last updated: March 16, 2026
By accessing or using the Intake platform ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization to these Terms.
Intake is a conversational client intake platform that uses intelligent automation to collect, organize, and structure information from your clients through natural conversation. The Service includes template creation, intake session management, file processing, and data export features.
You must provide accurate and complete information when creating an account. You are responsible for maintaining the security of your account credentials and for all activity that occurs under your account. You must notify us immediately of any unauthorized access.
You agree not to use the Service to:
You retain ownership of all content you create or collect through the Service, including templates, intake responses, uploaded files, and conversation transcripts. We do not claim ownership of your content. You grant us a limited license to store, process, and display your content solely to provide the Service.
The Service uses third-party AI (Anthropic's Claude) to process conversational data and uploaded documents. AI-generated outputs are provided as-is and may not always be accurate. You are responsible for reviewing and verifying all information collected through intake sessions. We are not liable for errors, omissions, or inaccuracies in AI-processed content.
Paid plans are billed on a monthly subscription basis. Payments are processed by Stripe. You may cancel your subscription at any time through your account settings; cancellation takes effect at the end of the current billing period. We do not provide refunds for partial billing periods. Additional intake credits purchased as one-time payments are non-refundable.
We strive to maintain high availability but do not guarantee uninterrupted access to the Service. We may perform maintenance, updates, or modifications that temporarily affect availability. We are not liable for any downtime or service interruptions.
To the maximum extent permitted by law, Intake and its affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or business opportunities, arising out of or related to your use of the Service. Our total liability for any claim arising from these Terms shall not exceed the amount you paid us in the twelve months preceding the claim.
The Service is provided "as is" and "as available" without warranties of any kind, whether express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be error-free, secure, or continuously available.
You agree to indemnify and hold harmless Intake from any claims, damages, losses, or expenses (including reasonable attorney fees) arising from your use of the Service, your violation of these Terms, or your violation of any rights of a third party.
We may suspend or terminate your account if you violate these Terms or for any other reason at our discretion, with reasonable notice where practicable. Upon termination, your right to use the Service ceases immediately. You may export your data before termination using the available export features. We may retain certain data as required by law.
We may modify these Terms at any time. We will notify registered users of material changes via email at least 30 days before they take effect. Your continued use of the Service after changes become effective constitutes acceptance of the updated Terms.
These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions.
If you have questions about these Terms, please contact us at legal@intake.contact.