Privacy Policy

We collect the following categories of information when you use Intake60:

• Phone numbers — entered by leads through the demo widget, web forms, or direct SMS contact. Used to send automated qualification messages.
• Firm details — collected during onboarding: firm name, notification email address, Calendly booking URL, and practice management software preference.
• Lead conversation data — the qualification questions and answers exchanged between Intake60 and a lead via SMS. This includes accident details, medical attention, and police report status.
• Payment information — processed entirely by Stripe. We do not store credit card numbers.

Data is used exclusively to operate and improve the Intake60 service:

• Sending automated lead qualification SMS messages to prospective clients on behalf of your firm.
• Delivering lead summaries and qualification results to your firm's notification email.
• Managing your account settings and billing.
• Improving our AI qualification logic and response quality over time.

Intake60 uses the following third-party services to deliver its platform. Each handles data under their own privacy policies and security standards:

Intake60 complies with Canada's Anti-Spam Legislation (CASL) and the U.S. Telephone Consumer Protection Act (TCPA).

When a lead submits their phone number through your firm's intake channel — whether by texting your dedicated number, filling out a web form, or responding to an email referral — they are providing express consent to receive automated qualification SMS messages from Intake60 on behalf of your firm.

Law firms using Intake60 are responsible for ensuring that their lead capture channels clearly communicate that automated SMS follow-up may occur. Intake60 provides a consent disclosure that should be included on any web form connected to our system.

Any lead can stop receiving messages at any time by replying STOP to any message from Intake60. They will receive a single confirmation and no further messages will be sent to that number.

To reactivate communication, the lead can reply START at any time.

Lead conversation data and qualification records are retained for the duration of your active subscription, plus 90 days following cancellation to allow for data export.

After 90 days post-cancellation, all lead data associated with your firm is deleted from our systems. Payment records are retained for 7 years as required by tax regulations.

Intake60 does not sell, rent, or trade your data or your leads' data to any third party — ever. Data is used solely to operate the service you have subscribed to.

Questions about this policy? Reach us at privacy@intake60.com. We respond within 2 business days.