Terms of Service

These Terms of Service ("Terms") govern your access to and use of IntakeEase ("we," "our," or "us"), including our website, web application, and related services (collectively, the "Service"). By using the Service, you agree to be bound by these Terms.

1. Eligibility

You must be at least 18 years old and capable of entering into a legally binding agreement to use the Service. By creating an account, you represent that you meet these requirements.

2. Account Registration

You must provide accurate and complete information when creating an account. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You must notify us immediately of any unauthorized use.

3. Subscription Plans and Billing

Free Trial

New accounts receive a 14-day free trial with access to Pro-tier features and a limited client cap. No credit card is required for the trial. At the end of the trial period, you must subscribe to a paid plan to continue using the Service.

Paid Plans

Paid subscriptions are billed monthly through Stripe. Prices are listed on our pricing page and may be updated with 30 days' notice. Your subscription will automatically renew each billing cycle unless cancelled.

Cancellation

You may cancel your subscription at any time from your account settings. Cancellation takes effect at the end of the current billing period. No refunds are provided for partial billing periods.

Active Client Limits

Each plan includes a maximum number of active clients. An "active client" is defined as a client who has submitted a form within the last 90 days. If you reach your plan's client cap, new submissions are queued and processed when capacity becomes available. You may upgrade your plan at any time to increase your limit.

4. Acceptable Use

You agree not to use the Service to:

• Violate any applicable law, regulation, or third-party rights
• Collect personal information from individuals without their consent
• Transmit malware, viruses, or other harmful code
• Attempt to gain unauthorized access to the Service or its systems
• Interfere with or disrupt the integrity or performance of the Service
• Use the Service for any purpose other than its intended use as an intake form platform
• Resell, sublicense, or redistribute the Service without our written consent

5. Your Content

Ownership

You retain all ownership rights to the content you create using the Service, including form templates, client data, and submissions. We do not claim ownership of your content.

License

By using the Service, you grant us a limited, non-exclusive license to store, process, and display your content solely for the purpose of providing the Service to you.

Client Data Responsibility

As a coach using IntakeEase, you are the data controller for any personal information you collect from your clients through the Service. You are responsible for ensuring that your collection and use of client data complies with all applicable privacy laws and regulations. You must have appropriate legal bases (such as consent) for collecting personal information from your clients.

6. Electronic Signatures

The Service includes electronic signature functionality. Signatures captured through IntakeEase are intended to indicate a client's acknowledgment and agreement to the content of the form. You are responsible for determining whether electronic signatures are legally sufficient for your specific use case and jurisdiction. We do not provide legal advice regarding the enforceability of electronic signatures.

7. Intellectual Property

The Service, including its design, features, code, and branding, is owned by IntakeEase and protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works based on the Service without our written permission.

8. Disclaimer of Warranties

The Service is provided "as is" and "as available" without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or secure.

9. Limitation of Liability

To the maximum extent permitted by law, IntakeEase shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, data, or goodwill, arising out of or related to your use of the Service. Our total liability for any claim arising from these Terms or the Service shall not exceed the amount you paid us in the 12 months preceding the claim.

10. Indemnification

You agree to indemnify and hold harmless IntakeEase, its officers, directors, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorney's fees) arising from your use of the Service, your violation of these Terms, or your violation of any third-party rights.

11. Termination

We may suspend or terminate your access to the Service at any time for violation of these Terms or for any other reason with reasonable notice. Upon termination, your right to use the Service ceases immediately. We will make your data available for export for 30 days following termination.

12. Modifications to Terms

We may update these Terms from time to time. We will notify you of material changes by email or by posting a notice within the Service at least 30 days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Delaware.

14. Contact Us

If you have questions about these Terms, please contact us at legal@intakeease.com.