Terms and Condition

Effective Date: August 25, 2026
Last Updated: September 2, 2026

These Terms and Conditions (“Terms”) govern your access to and use of the PI Intake Ops website, demonstrations,

trials, AI agents, automation services, and related services.

By accessing our website, requesting or participating in a trial, purchasing services, or otherwise using PI Intake Ops

services, you agree to these Terms. Clients who execute a separate service agreement with PI Intake Ops are also

subject to that agreement. If a signed client agreement conflicts with these website Terms regarding the purchased

services, the signed client agreement will control.

1. Our Services

PI Intake Ops provides AI-powered intake and communication systems designed primarily for personal injury law

firms.

Depending on the services purchased, functionality may include:

• AI-powered telephone agents

• Immediate response and missed-call recovery

• After-hours call handling

• Intake and lead qualification

• SMS and email follow-up

• Lead nurturing

• Appointment or consultation scheduling

• CRM integration

• Call recording and transcription

• Call summaries

• Document collection assistance

• Workflow automation

• Pipeline updates

• Reporting and operational insights

Available functionality depends on the client's selected package, configuration, integrations, and approved workflows.

2. AI Technology

PI Intake Ops services use artificial intelligence and third-party technology platforms.

AI-generated responses and actions may occasionally be incomplete, inaccurate, delayed, misunderstood, or

otherwise imperfect. Clients should not treat the AI agents as attorneys, legal professionals, or substitutes for attorney

review or professional judgment. PI Intake Ops AI agents do not provide legal advice and do not independently

determine whether an attorney-client relationship exists.

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3. Client Responsibilities

Clients are responsible for providing accurate information necessary to configure their AI agents and workflows. This

may include:

• Firm information

• Practice areas

• Intake criteria

• Call routing rules

• Escalation procedures

• Scheduling rules

• Required intake questions

• Follow-up requirements

• Document requirements

• CRM information

• Approved scripts and communications

Clients are responsible for reviewing and approving their agent configuration before go-live. Clients must notify PI

Intake Ops when material firm policies, intake criteria, routing requirements, or other information used by an agent

changes.

4. Legal and Professional Compliance

Each client remains responsible for its own compliance with applicable:

• Laws and regulations

• State Bar requirements

• Professional responsibility rules

• Advertising requirements

• Privacy requirements

• Call-recording requirements

• SMS and telephone communication requirements

• Consent requirements

• Record-retention obligations

PI Intake Ops provides technology and operational services and does not provide legal advice to its clients.

5. Trial Period

Where offered, eligible clients may receive a 7-day trial of PI Intake Ops services. The implementation fee may be

waived for clients specifically approved for the trial. Usage incurred during the trial is billed at the applicable usage

rate.

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PI Intake Ops may process usage charges when accumulated trial usage reaches $25 and may process any

remaining

usage charges at the conclusion of the trial. Unless the client cancels in accordance with the applicable trial terms, the

first month's subscription payment will be charged on Day 8 and paid service will begin.

6. Subscription Services

Paid PI Intake Ops services are provided on a month-to-month basis unless otherwise agreed in writing. Applicable

subscription fees, usage allowances, additional-location charges, implementation fees, and other charges will be

disclosed in the client's order, proposal, payment authorization, or service agreement.

7. Usage

Plans may include a monthly usage allowance. Unless otherwise stated in the applicable client agreement:

Included minutes reset each billing period.

Unused minutes do not roll over.

Usage exceeding an included allowance may result in additional usage charges.

Third-party or pass-through usage costs may apply where disclosed.

Usage is measured through PI Intake Ops or its applicable technology providers.

8. Additional Locations

Services purchased for one firm location do not automatically extend to additional locations where separate

configuration, routing, workflows, telephone systems, or operations are required. Unless otherwise agreed in writing,

additional locations are billed at $2,500 per location per month.

9. Payment Authorization

Clients must maintain a valid payment method where required.

By providing a payment method and authorizing recurring billing, the client authorizes PI Intake Ops and its payment

processor to charge applicable subscription fees, usage charges, additional-location fees, approved implementation

fees, and other authorized charges.

Failure to maintain a valid payment method may result in suspension or termination of services.

10. Cancellation

Services are month-to-month and may be canceled in accordance with the cancellation requirements contained in the

client's service agreement. Unless otherwise agreed in writing, cancellation must be provided at least 7 days before

the

next renewal date to prevent the next month's subscription from being charged. Additional information is available in

our Cancellations and Refunds Policy.

11. Refunds

Payments to PI Intake Ops are generally non-refundable and non-prorated once charged.

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Canceling during a paid billing period does not entitle the client to a refund or credit for the unused portion of that

period.

Please review our Cancellations and Refunds Policy for additional information.

12. Confidentiality and Client Data

Each party agrees to use reasonable measures to protect confidential information received from the other party.

As between PI Intake Ops and the client, the client retains ownership of its client, lead, case, and business data.

PI Intake Ops may process that information as necessary to provide, maintain, secure, and support the services.

13. Sensitive Information

Clients must not configure PI Intake Ops systems to collect Social Security numbers, banking credentials, complete

payment-card information, passwords, or similar highly sensitive information unless PI Intake Ops has expressly

approved an appropriate secure workflow. PI Intake Ops may support approved workflows involving medical records,

case documents, intake documents, or other client-requested materials.

14. Third-Party Platforms

PI Intake Ops relies on third-party platforms and providers for certain functionality. These may include AI,

telecommunications, CRM, automation, hosting, email, SMS, scheduling, payment, and data-processing providers. PI

Intake Ops does not guarantee uninterrupted availability of third-party services and is not responsible for outages or

limitations outside its reasonable control.

15. No Guarantee of Cases or Revenue

PI Intake Ops is designed to improve intake responsiveness and operational processes.

We do not guarantee a particular number of leads, signed cases, case acceptance, revenue, settlements, conversion

rates, marketing performance, or specific financial results. Results depend on numerous factors outside PI Intake Ops'

control.

16. Limitation of Liability

To the fullest extent permitted by applicable law, PI Intake Ops' aggregate liability arising from or relating to the

services will not exceed the amount of one prior monthly subscription payment paid by the client for the applicable

services, except where a different limitation is required by law or expressly stated in a signed agreement. PI Intake

Ops

will not be liable for indirect, incidental, special, consequential, exemplary, or lost-profit damages to the extent

permitted by law.

17. Suspension or Termination

PI Intake Ops may suspend or terminate services for nonpayment, fraudulent activity, abuse of the services, illegal

use,

security threats, material breach of an applicable agreement, or use that creates unreasonable risk to PI Intake Ops or

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its providers. Where commercially reasonable, PI Intake Ops will attempt to provide notice and an opportunity to cure

before suspension or termination.

18. Intellectual Property

PI Intake Ops retains ownership of its proprietary systems, workflows, templates, configurations, processes, branding,

software, methodologies, and other intellectual property. Clients retain ownership of their own firm information, client

information, business data, and materials supplied to PI Intake Ops.

19. Governing Law and Disputes

These Terms are governed by the laws of the State of Georgia, without regard to conflict-of-law principles.

Disputes relating to paid client services may also be subject to mediation, arbitration, or other dispute-resolution

requirements contained in the applicable signed client agreement. Where a signed agreement contains a

dispute-resolution provision, that provision controls.

20. SMS Messaging Terms

PI Intake Ops offers an SMS messaging program for individuals who voluntarily opt in to receive text messages from

us. SMS messages may include appointment confirmations, appointment reminders, responses to inquiries, follow-up

communications, service updates, and occasional promotional messages where appropriate consent has been

provided.

Message frequency varies. Message and data rates may apply.

You may opt out of receiving SMS messages at any time by replying STOP to any message. After opting out, you may

receive a confirmation message indicating that you have been unsubscribed. You will not receive additional SMS

messages unless you subsequently opt in again.

For assistance, reply HELP or contact PI Intake Ops at [email protected] or (470) 470-5303.

Wireless carriers are not liable for delayed or undelivered messages.

SMS communications from PI Intake Ops are intended for individuals 18 years of age or older.

Consent to receive SMS messages is not a condition of purchasing any goods or services.

Our collection and use of information in connection with SMS communications is governed by our Privacy Policy:

https://piintakeops.com/privacy-policy

21. Changes to These Terms

PI Intake Ops may update these Terms periodically. Updated Terms will be posted on this page with a revised “Last

Updated” date. Changes to material terms governing an existing paid client relationship will remain subject to any

applicable requirements contained in the client's signed agreement.

22. Contact

Questions regarding these Terms may be directed to:

PI Intake Ops | Smarter Intake. Faster Response. More Cases.

PI Intake Ops

Email: [email protected]

Website: www.PIIntakeOps.com

Phone: (470) 470-5303

Business Address: 600 Westridge Parkway, STE 714, McDonough, Georgia, USA