Cancelations and Refunds

Effective Date: August 25, 2026
Last Updated: August 25, 2026

PI Intake Ops provides its subscription services on a month-to-month basis. This policy explains how cancellations, renewals, trial cancellations, and refunds are handled.

1. Month-to-Month Service

PI Intake Ops subscriptions are billed monthly unless otherwise agreed in writing.

There is no required three-month or other long-term commitment for standard month-to-month subscriptions.

Your subscription automatically continues from one monthly billing period to the next until canceled.

2. Cancel Anytime

You may request cancellation of your PI Intake Ops subscription at any time. To prevent your next monthly subscription payment from being processed, PI Intake Ops must receive your cancellation request at least 7 days before your next renewal date. For example, if your subscription renews on the 15th of the month, your cancellation request must be received no later than the 8th to prevent the next month's charge. Cancellation requests received fewer than 7 days before the renewal date may take effect following the upcoming billing period, and the scheduled renewal charge may still be processed.

3. How to Cancel

Cancellation requests must be submitted in writing to [email protected]. Your request should include:

Firm name

Account holder's name

Email address associated with the account

Requested cancellation date

PI Intake Ops may contact you to verify the request.

You are not required to provide a reason for cancellation.

4. No Refunds or Prorated Refunds

All subscription payments are non-refundable once charged, except where otherwise required by law.

PI Intake Ops does not provide prorated refunds or credits for unused time remaining in a billing period.

If you cancel after your monthly subscription has been charged, your account may continue receiving services through the end of the applicable paid billing period, subject to the service agreement and any applicable transition requirements. Cancellation prevents future renewal charges; it does not reverse charges for a billing period that has already begun.

5. 7-Day Trial

Eligible clients approved for a PI Intake Ops trial may receive a 7-day trial period.

For approved trial clients:

The implementation fee may be waived. Usage during the trial is still billable. PI Intake Ops may charge accumulated usage when it reaches $25. Any remaining trial usage charges may be reconciled and charged at the end of the trial. If you do not wish to continue after the trial, you must cancel before the paid subscription begins in accordance with the instructions provided for your trial. Unless canceled as required, your first monthly subscription payment will be processed on Day 8.

6. Trial Usage Charges

Canceling during the trial does not eliminate charges for usage already incurred.

Any outstanding usage charges incurred before cancellation remain due and may be charged to the payment method on file.

7. Subscription Charges After Trial

Once the first monthly subscription payment has been processed, the account is considered to have entered paid service. The payment is then subject to the standard no-refund and no-proration policy.

8. Included Minutes

Where a subscription includes a monthly minute allowance, unused minutes expire at the end of the applicable billing period.

Unused minutes:

Have no cash value

Are not refundable

Cannot be transferred

Do not roll over into the next month

Cancellation does not create a refund or credit for unused included minutes.

9. Additional Locations

Additional-location subscriptions are subject to the same cancellation and refund rules unless otherwise agreed in writing. Unless otherwise stated in the applicable agreement, additional locations are billed at $2,500 per location per month. Cancellation of one location does not automatically cancel services for other active locations.

10. Implementation and Setup Fees

Implementation, setup, customization, onboarding, and similar fees are non-refundable once the applicable work has begun, unless PI Intake Ops expressly agrees otherwise in writing. Where PI Intake Ops waives an implementation fee as part of an approved trial or promotion, no refund or credit is created by that waiver.

11. Outstanding Balances

Cancellation does not eliminate amounts incurred before the effective cancellation date.

Clients remain responsible for outstanding:

Subscription charges

Usage charges

Additional-location charges

Approved fees

Other authorized charges incurred before cancellation becomes effective

PI Intake Ops may charge outstanding authorized amounts to the payment method on file.

12. Service Access After Cancellation

Unless services are terminated immediately for breach, security concerns, nonpayment, or another reason permitted under the applicable agreement, a client who cancels after paying for a billing period may generally continue using the applicable services through the end of that paid billing period. No refund will be issued for choosing not to use the services during the remaining period.

13. PI Intake Ops Cancellation or Service Termination

PI Intake Ops reserves the right to suspend or terminate services as permitted under its Terms and Conditions or applicable client agreement. If PI Intake Ops terminates a client's services without cause before the end of a prepaid billing period, PI Intake Ops may provide an appropriate credit or refund for the unused portion where required by the applicable agreement or law. Termination resulting from breach, misuse, nonpayment, illegal activity, or security concerns does not automatically entitle the client to a refund.

14. Questions

Questions regarding cancellations, billing, or this policy may be directed to:

PI Intake Ops
Email: [email protected]
Website: www.PIIntakeOps.com
Business Address: Georgia, USA