Last Updated: February 4, 2026
These Terms of Service ("Terms") govern your access to and use of Liberty Intake's legal intake services ("Services"). By engaging our Services, you ("Client," "you," or "your") agree to be bound by these Terms. If you do not agree to these Terms, you may not use our Services.
Liberty Intake provides professional legal intake services to law firms, including:
24/7 Client Intake: Round-the-clock answering and intake services for potential clients contacting your law firm.
Case Qualification: Initial assessment of potential cases based on your firm's qualification criteria and practice area requirements.
Data Entry and CRM Integration: Entry of client and case information into your case management system or CRM platform.
Call Recording and Quality Assurance: Recording of intake calls and ongoing quality monitoring to ensure service excellence.
Reporting and Analytics: Provision of intake performance metrics, call analytics, and custom reporting.
As a Client of Liberty Intake, you agree to:
Provide Accurate Information: Supply accurate and complete case qualification criteria, practice area guidelines, and firm protocols.
Maintain System Access: Provide and maintain necessary access credentials for case management systems and other platforms required for service delivery.
Timely Communication: Respond promptly to inquiries regarding case qualification, system issues, or service delivery matters.
Professional Ethics Compliance: Ensure that your use of our Services complies with all applicable professional ethics rules and regulations governing legal practice in your jurisdiction.
Payment: Pay all fees in accordance with the agreed-upon payment terms and pricing structure.
Service fees are established in your individual Service Agreement with Liberty Intake. Payment terms, billing cycles, and pricing structures vary based on service level, call volume, and specific requirements. Fees are typically billed monthly in arrears based on actual usage. Late payments may result in service suspension and may incur late fees as specified in your Service Agreement. All fees are non-refundable except as expressly provided in your Service Agreement.
Liberty Intake maintains strict confidentiality regarding all client and case information:
Attorney-Client Privilege: We recognize that information collected during intake may be subject to attorney-client privilege. We act as your agent in collecting this information and maintain appropriate safeguards.
Non-Disclosure: We will not disclose client or case information to third parties except as required by law or as authorized by you.
Data Security: We implement industry-standard security measures to protect information from unauthorized access, as detailed in our Privacy Policy.
HIPAA Compliance: For cases involving Protected Health Information, we maintain HIPAA-compliant processes and execute Business Associate Agreements as required.
Liberty Intake strives to provide high-quality intake services with industry-leading performance metrics. Specific service level commitments (such as answer rates, call handling times, and data entry accuracy) are established in your Service Agreement. While we make every effort to meet or exceed these commitments, service levels may be affected by factors beyond our control, including telecommunications failures, natural disasters, or other force majeure events.
To the maximum extent permitted by law:
No Legal Advice: Liberty Intake does not provide legal advice. Our intake specialists collect information and perform initial case qualification based on your criteria, but all legal decisions remain your responsibility.
Limitation of Damages: Our liability for any claims arising from our Services is limited to the fees paid by you for the Services during the three months preceding the claim.
Exclusion of Consequential Damages: We are not liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits or lost business opportunities.
Client Responsibility: You remain solely responsible for all decisions regarding case acceptance, client representation, and legal strategy.
You agree to indemnify, defend, and hold harmless Liberty Intake, its affiliates (including CallCentered), and their respective officers, directors, employees, and agents from any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from: (a) your use of our Services; (b) your violation of these Terms; (c) your violation of any applicable laws or regulations; or (d) any disputes between you and your clients.
The term of service and termination provisions are specified in your Service Agreement. Generally:
Initial Term: Services commence upon execution of the Service Agreement and continue for the initial term specified (typically 12 months).
Renewal: Services automatically renew for successive terms unless either party provides written notice of non-renewal as specified in the Service Agreement.
Termination for Cause: Either party may terminate for material breach if the breach is not cured within 30 days of written notice.
Effect of Termination: Upon termination, you remain responsible for all fees incurred through the termination date. We will securely return or destroy all client information as directed by you.
Liberty Intake retains all rights, title, and interest in our proprietary systems, processes, methodologies, and materials. Client and case information collected on your behalf remains your property. You grant us a limited license to use this information solely for the purpose of providing Services to you. We may use aggregated, anonymized data for internal analytics and service improvement purposes.
We reserve the right to modify these Terms at any time. Material changes will be communicated to you via email or through your account portal at least 30 days before the effective date. Your continued use of our Services after the effective date constitutes acceptance of the modified Terms. If you do not agree to the modified Terms, you may terminate your Service Agreement in accordance with its provisions.
These Terms are governed by the laws of the United States and the state specified in your Service Agreement, without regard to conflict of law principles. Any disputes arising from these Terms or our Services shall be resolved as follows:
Informal Resolution: The parties agree to first attempt to resolve disputes through good-faith negotiations.
Mediation: If informal resolution is unsuccessful, disputes shall be submitted to mediation before a mutually agreed-upon mediator.
Arbitration: If mediation is unsuccessful, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.
Entire Agreement: These Terms, together with your Service Agreement and Privacy Policy, constitute the entire agreement between you and Liberty Intake regarding our Services.
Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions will remain in full force and effect.
Waiver: No waiver of any provision of these Terms shall be deemed a further or continuing waiver of such provision or any other provision.
Assignment: You may not assign these Terms or your Service Agreement without our prior written consent. We may assign our rights and obligations without restriction.
For questions about these Terms of Service, please contact us:
Liberty Intake
Email: [email protected]
Phone: (888) 80-INTAKE