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Terms of Service

Last updated: February 2026

1. Agreement to Terms

These Terms of Service ("Terms") are a binding agreement between you and Concert Capital Management, LLC, a Nevada limited liability company ("intake.link," "Platform," "Company," "we," "us," or "our"), and govern your access to and use of the intake.link platform, including any websites, applications, dashboards, APIs, features, content, and related services (collectively, the "Service").

By accessing or using the Service, or by clicking to accept these Terms when that option is presented, you agree to be bound by these Terms and by any documents expressly incorporated by reference, including our Privacy Policy, Cookie Policy, Security Policy, and Data Processing Addendum.

If you do not agree to these Terms, you must not access or use the Service.

If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization, and "you" refers to that organization.

You must be at least 18 years old to use the Service.

2. Definitions

The following definitions apply:

  • "Connected Account" means the Stripe Custom connected account created for a Tenant to process payments through the Service.
  • "End Client" means any individual who submits information through a Tenant's intake forms, signs documents, uploads files, or makes payments via the Service.
  • "Intake Session" means a single instance of form submission, document signing, file upload, or payment collection initiated by or on behalf of an End Client.
  • "Subscription" means the paid service plan selected by Tenant as described on the pricing page or in an order form.
  • "Tenant" means any individual, law firm, legal professional, or organization that creates an account to use the Service.
  • "Tenant Data" means data uploaded, submitted, collected, generated, or processed through the Service by or on behalf of Tenant, including End Client submissions.
  • "Third-Party Services" means third-party products or services integrated with or used in connection with the Service (including Stripe, DocuSeal, Vercel, Upstash, Clerk, Make.com, and any Tenant-connected CRMs and practice management systems).

3. Changes to These Terms and the Service

We may revise these Terms at any time in our sole discretion. Updated Terms are effective upon posting and apply to all access and use thereafter. Your continued use of the Service after updated Terms are posted constitutes your acceptance.

We may modify, suspend, or discontinue any portion of the Service at any time, including features, functionality, or integrations, without liability. We may restrict access to some or all of the Service, including for maintenance, security, compliance, or operational reasons.

If you do not agree to changes, your sole remedy is to stop using the Service and cancel your Subscription.

4. Description of the Service; No Legal Services

The Service provides software tools for building and managing intake workflows, including intake forms, electronic signature collection, payment collection, file upload, data storage, and integrations.

Important Disclaimer:

The Service is a software platform only. The Platform does not provide legal services, legal advice, legal opinions, attorney referrals, or practice management services, and is not a law firm. The Platform does not create an attorney-client relationship between the Platform and any Tenant or End Client. Tenant is solely responsible for its legal services, client relationships, professional obligations, communications, content, and compliance.

5. Account Registration and Security

You must provide accurate, current, and complete information when registering and must keep your account information updated.

You are responsible for safeguarding your credentials and for all activity under your account. You agree to notify us promptly of any unauthorized access or suspected breach of security.

We may suspend or terminate accounts we reasonably believe are compromised, used fraudulently, or used in violation of these Terms.

6. Subscriptions, Billing, and Taxes

6.1 Subscription Terms

Access to paid features may require a Subscription. Subscription features and pricing may be updated at any time.

6.2 Automatic Renewal

Unless otherwise stated, Subscriptions automatically renew at the end of each billing period. By subscribing, you authorize us (and/or our payment processors) to charge your payment method on a recurring basis until you cancel.

6.3 No Refunds; Proration

Except where required by law or as expressly stated in a written order form, fees are non-refundable and non-creditable. If you cancel, you will retain access through the end of the then-current billing period, and you will not receive a refund for unused time.

6.4 Taxes

Fees are exclusive of all taxes, levies, or duties imposed by taxing authorities. You are responsible for all applicable taxes related to your Subscription, except taxes based on our net income.

6.5 Failed Payments

If payment is not received when due, we may suspend or terminate your access. You remain responsible for any unpaid amounts and any reasonable collection costs permitted by law.

7. Trials, Promotions, and Beta Features

We may offer free trials, promotional pricing, or beta features. Trials and promotions may be modified or discontinued at any time and may be subject to additional terms.

Beta features are provided "as is," may be unstable, and may be discontinued without notice.

8. Payment Processing (Stripe Connect)

Payment Processing Notice:

Payment processing is facilitated by Concert Capital Management, LLC as the Stripe Connect platform account holder. When Tenant enables payment collection, a Stripe Custom Connected Account is created for Tenant.

Tenant agrees that:

  • All disputes, chargebacks, refunds, and payment reversals are Tenant's sole responsibility.
  • Disputed amounts may be debited directly from Tenant's Connected Account balance.
  • Tenant must maintain sufficient balance or a funding source to cover chargebacks and reversals.
  • Platform has no obligation to advance funds or cover deficits.
  • Stripe fees and Connected Account pricing are governed by Stripe's terms.
  • Tenant must comply with Stripe's applicable agreements and policies.

Platform disclaims liability for Stripe processing failures, Stripe account holds, suspensions, terminations, fraud disputes, refund delays, currency conversion losses, negative balances, and any acts or omissions of Stripe or its affiliates.

9. Electronic Signatures (DocuSeal)

The Service utilizes DocuSeal to facilitate electronic signatures.

Tenant acknowledges that:

  • Electronic signatures may be governed by the ESIGN Act and UETA, subject to jurisdiction-specific limitations.
  • Tenant is solely responsible for determining enforceability and compliance for any electronically signed document in Tenant's jurisdiction and practice area.
  • Platform makes no warranty regarding enforceability or legal effect of any electronically signed document.
  • Certain documents may not be valid when signed electronically (including in some jurisdictions, and depending on document type).
  • DocuSeal is a Third-Party Service; Platform is not responsible for DocuSeal availability, performance, outages, or compliance.

10. Tenant Obligations and Compliance

10.1 General Compliance

Tenant must comply with all applicable laws and regulations, including those relating to communications and marketing, such as TCPA, Do Not Call rules, CAN-SPAM, and state consumer protection laws.

10.2 Professional Obligations for Law Firms and Legal Professionals

If Tenant is a law firm, attorney, or legal professional, Tenant must:

  • comply with applicable Rules of Professional Conduct
  • protect confidentiality, attorney-client privilege, and work product
  • implement conflict checking and proper engagement/fee disclosures
  • supervise non-attorney personnel and any use of the Service
  • comply with trust accounting and client funds obligations
  • ensure all communications and representations to End Clients are accurate and not misleading

10.3 Data Protection and Privacy

Tenant is responsible for:

  • maintaining appropriate administrative, technical, and physical safeguards
  • providing required notices and obtaining required consents from End Clients
  • honoring End Client privacy rights and data subject requests
  • complying with applicable privacy laws governing its collection and use of End Client data

HIPAA Notice:

the Service is not HIPAA compliant and we do not execute BAAs. Tenant must not use the Service to collect, store, or transmit PHI requiring HIPAA compliance. Tenant assumes all risk for any health-related use.

10.4 Insurance

Tenant must maintain professional liability insurance (errors and omissions) with minimum coverage of $100,000 per occurrence during the term and for two years after termination, and must provide proof upon request.

11. Acceptable Use Policy

Tenant must not, and must not permit any user to:

  • use the Service for unlawful purposes
  • violate any applicable laws or third-party rights
  • upload malware or attempt to compromise security
  • interfere with or disrupt the Service or its infrastructure
  • scrape, crawl, or use automated access without written permission
  • bypass rate limits or technical restrictions
  • impersonate any person or entity
  • send spam or unlawful communications
  • resell, sublicense, or make the Service available to unauthorized third parties
  • reverse engineer, decompile, or attempt to derive source code except to the extent prohibited by law

We may suspend or terminate access for violations or suspected violations.

12. Ownership; License; Feedback

12.1 Platform IP

The Service and all associated intellectual property are owned by Platform and/or its licensors and are protected by intellectual property laws. Subject to these Terms and payment of applicable fees, Platform grants Tenant a limited, non-exclusive, non-transferable, revocable license to access and use the Service during the Subscription term.

12.2 Tenant Data

Tenant retains all right, title, and interest in and to Tenant Data. Tenant grants Platform a limited license to host, process, transmit, and display Tenant Data solely to provide and secure the Service and as otherwise permitted by these Terms and our Privacy Policy.

12.3 Aggregated and De-Identified Data

Tenant grants Platform a perpetual, royalty-free right to use aggregated and de-identified data derived from use of the Service for analytics, benchmarking, and service improvements, provided such data cannot reasonably be used to identify Tenant or any End Client.

12.4 Feedback

If you provide suggestions, feedback, or ideas, you grant Platform a perpetual, irrevocable, worldwide, royalty-free right to use and incorporate them without restriction or compensation.

13. Third-Party Services and Integrations

The Service may interoperate with Third-Party Services. Tenant's use of Third-Party Services is governed by the third party's terms and policies.

Platform does not control Third-Party Services and is not responsible for their availability, security, compliance, or performance. Integrations may change or break due to third-party updates.

14. Data Retention; Export; Deletion

14.1 Post-Termination Retention

Following termination, Tenant Data may be retained for 30 days for recovery/export. During this period, Tenant may request an export by contacting inbox@intake.link. After that period, we may delete Tenant Data without further notice, subject to legal retention obligations.

14.2 Deletion Requests

Tenant may request deletion at any time. We will use commercially reasonable efforts to complete deletion within 14 business days, subject to legal, security, fraud-prevention, and dispute-related retention requirements.

15. Confidentiality

Tenant agrees not to disclose Platform confidential information, including non-public technical information, pricing not publicly posted, security details, or other proprietary information disclosed by Platform.

This obligation does not apply to information that is public through no fault of Tenant, lawfully obtained without restriction, or independently developed without use of Platform confidential information.

16. Disclaimers

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS.

PLATFORM DISCLAIMS ALL WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AVAILABILITY, AND SECURITY.

Platform does not warrant that the Service will be uninterrupted, error-free, or free of harmful components, or that End Client submissions are accurate or complete.

Platform does not warrant outcomes, including lead quality, case quality, conversion rates, revenue, compliance results, enforceability of signatures, or compatibility with any third-party system.

Some jurisdictions do not allow certain disclaimers, so parts of this section may not apply to you.

17. Limitation of Liability

17.1 Liability Cap

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PLATFORM'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE TOTAL FEES PAID BY TENANT TO PLATFORM IN THE 12 MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

17.2 Excluded Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PLATFORM WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES, OR FOR LOSS OF PROFITS, REVENUE, DATA, GOODWILL, BUSINESS OPPORTUNITIES, BUSINESS INTERRUPTION, SUBSTITUTE SERVICES, OR THIRD-PARTY CLAIMS AGAINST TENANT.

17.3 Specific Exclusions

Without limiting the foregoing, Platform has no liability for:

  • Tenant's legal services, advice, malpractice, or professional discipline
  • Tenant's communications compliance (TCPA, CAN-SPAM, Do Not Call)
  • Tenant's content, forms, disclosures, or engagement documentation
  • Stripe issues, chargebacks, payment disputes, holds, or terminations
  • DocuSeal failures or signature enforceability
  • webhook and automation failures, transmission issues, or third-party integration failures
  • End Client claims or disputes with Tenant
  • acts or omissions of Third-Party Services

18. Indemnification

Tenant will indemnify, defend, and hold harmless Platform, Concert Capital Management, LLC, firmops.io, and each of their affiliates, officers, directors, employees, contractors, agents, successors, and assigns from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees and expert fees) arising out of or relating to:

  • Tenant's use or misuse of the Service
  • Tenant's breach of these Terms
  • Tenant's violation of any law or third-party rights
  • Tenant's forms, content, communications, and professional services
  • malpractice, negligence, misconduct, or disciplinary matters
  • privacy/security violations caused by Tenant
  • communications law violations (TCPA/CAN-SPAM/DNC)
  • payment disputes and chargebacks involving Tenant's Connected Account
  • infringement claims related to Tenant Data or Tenant content

Platform may assume the defense and control of any matter subject to indemnification at its option, and Tenant will cooperate.

19. Dispute Resolution

19.1 Informal Resolution

Before initiating formal proceedings, the parties will attempt good-faith resolution for 30 days. Tenant must send a written notice to inbox@intake.link describing the dispute and requested relief.

19.2 Mediation

If unresolved, the dispute will be submitted to mediation administered by the American Arbitration Association under its Commercial Mediation Procedures, in Clark County, Nevada or remotely by agreement.

19.3 Binding Arbitration

If mediation does not resolve the dispute, the dispute will be finally resolved by binding arbitration administered by AAA under its Commercial Arbitration Rules. Arbitration will occur in Clark County, Nevada or remotely by agreement. Discovery may be limited.

19.4 Class Action Waiver; Jury Trial Waiver

CLAIMS MUST BE BROUGHT IN AN INDIVIDUAL CAPACITY ONLY. TENANT WAIVES ANY RIGHT TO PARTICIPATE IN A CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION AND WAIVES ANY RIGHT TO A JURY TRIAL TO THE FULLEST EXTENT PERMITTED BY LAW.

19.5 Exceptions

Either party may seek injunctive or equitable relief in a court of competent jurisdiction for intellectual property infringement, breach of confidentiality, or unauthorized access to the Service. Either party may bring eligible claims in small claims court for disputes under $10,000.

19.6 Prevailing Party

The prevailing party in a dispute resolution proceeding is entitled to recover reasonable attorneys' fees and costs, to the extent permitted by law.

20. Term and Termination

20.1 Term

These Terms begin when you first create an account or use the Service and continue until terminated.

20.2 Termination by Tenant

Tenant may cancel a Subscription through the dashboard. Cancellation is effective at the end of the current billing period. No refunds for partial periods.

20.3 Termination or Suspension by Platform

Platform may suspend or terminate access immediately for breach, non-payment, fraudulent or abusive activity, risk to the Service, legal requests, or extended inactivity (180+ days). We may also terminate without cause, subject to applicable law and any written order form.

20.4 Effect of Termination

Upon termination: access ends, fees are non-refundable, Tenant remains responsible for unpaid amounts and indemnification obligations, and sections that should survive will survive.

21. Audit and Compliance Verification

Platform may monitor usage to prevent abuse and may request reasonable documentation to verify licensure, insurance, compliance measures, and adherence to these Terms. Platform may cooperate with lawful requests from regulators and law enforcement.

22. Force Majeure

Neither party is liable for failure or delay due to events beyond reasonable control, including:

  • natural disasters, war, terrorism, governmental actions
  • internet outages, telecommunications failures
  • third-party provider failures (including Stripe, DocuSeal, Vercel, Upstash, Clerk)
  • cyberattacks or public health emergencies

23. Export Controls and Sanctions

You may not use the Service in violation of U.S. export controls or sanctions laws. You represent that you are not located in, controlled by, or a national or resident of any sanctioned jurisdiction, and are not on any restricted party list.

24. General Terms

24.1 Governing Law

These Terms are governed by Nevada law, without regard to conflict of laws principles.

24.2 Entire Agreement

These Terms, together with the Privacy Policy, Cookie Policy, Security Policy, and Data Processing Addendum, constitute the entire agreement and supersede prior agreements regarding the Service.

24.3 Severability

If any provision is unenforceable, it will be modified to the minimum extent necessary, and the rest remains in effect.

24.4 Waiver

Failure to enforce a provision is not a waiver.

24.5 Assignment

Tenant may not assign these Terms without Platform's prior written consent. Platform may assign these Terms without restriction.

24.6 No Third-Party Beneficiaries

These Terms do not create third-party beneficiary rights, except for indemnified parties in Section 18.

24.7 Notices

Notices to Platform must be sent to inbox@intake.link. Notices to Tenant will be sent to the email address on file.

24.8 Independent Contractors

The parties are independent contractors. No agency, partnership, joint venture, or employment relationship is created.

24.9 Headings

Headings are for convenience only and do not affect interpretation.

25. Contact

Questions about these Terms: inbox@intake.link

intake.link is operated by Concert Capital Management, LLC, a Nevada limited liability company.