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Terms of Service

The terms and conditions governing your use of HQ Intake's services and website.

Effective Date: March 16, 2026  |  Last Updated: March 16, 2026

These Terms of Service ("Terms") constitute a legally binding agreement between you ("you," "your," or "Client") and HQ Intake LLC ("HQ Intake," "we," "us," or "our"), a California limited liability company located in Encino, California. These Terms govern your access to and use of our website at hqintake.com (the "Site") and our legal intake services (the "Services").

By accessing our Site or engaging our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree, do not use our Site or Services.

1. Services Description

HQ Intake provides the following services to law firms and legal professionals:

  • 24/7 Live Answering: Round-the-clock telephone answering by trained intake specialists, including after-hours, weekends, and holidays
  • Bilingual Intake: Full English and Spanish intake services for lead capture and client communication
  • Lead Qualification: Screening and qualifying potential legal leads based on criteria established by the Client, including case type, jurisdiction, statute of limitations, and liability assessment
  • Retainer Signing: Facilitating electronic signature of retainer agreements and engagement letters on behalf of the Client
  • CRM Integration: Real-time data entry and synchronization with Client CRM systems, including but not limited to HubSpot, Salesforce, and other legal case management platforms
  • Performance Reporting: Regular reporting on call volume, answer rates, qualification rates, and conversion metrics

The specific scope, pricing, and terms of Services are set forth in the individual Service Agreement executed between HQ Intake and the Client. In the event of a conflict between these Terms and a Service Agreement, the Service Agreement shall control.

2. Client Responsibilities

As a Client of HQ Intake, you agree to:

  • Provide accurate, complete, and current intake scripts, qualification criteria, and case acceptance guidelines
  • Maintain valid retainer agreements and engagement letter templates for electronic signing
  • Promptly respond to leads and signed cases forwarded by HQ Intake
  • Ensure your intake criteria and case acceptance practices comply with all applicable laws, rules of professional conduct, and bar association requirements
  • Provide timely updates to qualification criteria, scripts, or procedures
  • Pay all fees in accordance with the applicable Service Agreement
  • Maintain appropriate malpractice insurance and business licenses

3. Confidentiality

3.1 Confidential Information

Both parties acknowledge that in the course of the Services, they may receive or have access to confidential and proprietary information of the other party ("Confidential Information"). Confidential Information includes, without limitation:

  • Client data, lead information, case details, and intake records
  • Business strategies, pricing, client lists, and financial information
  • Software, technology, processes, and methodologies
  • Any information designated as confidential or that a reasonable person would understand to be confidential

3.2 Obligations

Each party agrees to:

  • Hold Confidential Information in strict confidence and protect it with at least the same degree of care used to protect its own confidential information, but not less than reasonable care
  • Use Confidential Information solely for the purpose of performing or receiving the Services
  • Not disclose Confidential Information to any third party without prior written consent, except as required by law or to authorized employees and contractors bound by confidentiality obligations
  • Promptly notify the disclosing party of any unauthorized use or disclosure

3.3 Attorney-Client Privilege

HQ Intake acknowledges that information obtained during intake may be subject to attorney-client privilege. HQ Intake shall treat all such information as confidential and shall not disclose it except as directed by the Client or as required by law. HQ Intake acts as an agent of the Client law firm for purposes of the attorney-client privilege during intake communications.

3.4 Survival

Confidentiality obligations shall survive termination of these Terms and any Service Agreement for a period of five (5) years, or longer as required by applicable law.

4. Data Handling and Security

4.1 Data Ownership

All lead data, case information, intake records, and client data collected by HQ Intake in the performance of Services belong to the Client. HQ Intake shall not use Client data for any purpose other than providing the Services and shall return or destroy Client data upon termination, as directed by the Client.

4.2 Security Measures

HQ Intake implements and maintains commercially reasonable administrative, technical, and physical safeguards to protect Client data, including:

  • Encryption of data in transit and at rest
  • Access controls with role-based permissions
  • Employee background checks and confidentiality agreements
  • Regular security training for all personnel
  • Incident response and breach notification procedures

4.3 CRM and Third-Party Systems

Where HQ Intake integrates with Client CRM systems or uses third-party platforms (e.g., HubSpot, Convoso) to perform Services, HQ Intake shall comply with the applicable terms and security requirements of those platforms. The Client is responsible for maintaining appropriate access credentials and security settings on their CRM accounts.

4.4 Call Recording

HQ Intake records calls for quality assurance, training, compliance, and dispute resolution purposes. Call recordings are stored securely and retained in accordance with applicable state and federal laws. By engaging our Services, you authorize the recording of intake calls conducted on your behalf. It is the Client's responsibility to ensure that call recording complies with applicable consent laws in the jurisdictions where calls are received.

5. HIPAA Compliance

Where applicable, HQ Intake will enter into a Business Associate Agreement ("BAA") with Clients who are Covered Entities or Business Associates under the Health Insurance Portability and Accountability Act ("HIPAA"). HQ Intake will comply with all applicable HIPAA requirements regarding the protection of Protected Health Information ("PHI") obtained during the intake process.

6. Intellectual Property

6.1 HQ Intake Property

All intellectual property owned by HQ Intake prior to or independent of the Services, including our intake methodologies, training materials, software, scripts, reporting tools, and brand assets, remains the sole property of HQ Intake.

6.2 Client Property

All intellectual property owned by the Client prior to or independent of the Services, including law firm branding, retainer templates, and proprietary intake criteria, remains the sole property of the Client.

6.3 Website Content

All content on the Site, including text, graphics, logos, images, and software, is the property of HQ Intake or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any Site content without prior written permission.

7. Limitation of Liability

7.1 Disclaimer of Warranties

THE SITE AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY. HQ INTAKE DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE.

7.2 Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL HQ INTAKE, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES, REGARDLESS OF THE THEORY OF LIABILITY.

7.3 Cap on Liability

HQ INTAKE'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE TOTAL FEES PAID BY THE CLIENT TO HQ INTAKE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

7.4 No Legal Advice

HQ Intake does not provide legal advice. Our intake specialists are not attorneys and do not practice law. The Services are limited to intake, lead qualification, and administrative support functions as directed by the Client. The Client retains full responsibility for all legal decisions, case acceptance, and client representation.

7.5 Lead Quality

HQ Intake does not guarantee the quality, viability, or outcome of any lead or case. While we strive to qualify leads accurately based on Client-provided criteria, the Client is solely responsible for final case evaluation and acceptance decisions.

8. Indemnification

8.1 Client Indemnification

You agree to indemnify, defend, and hold harmless HQ Intake and its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:

  • Your breach of these Terms or any Service Agreement
  • Your violation of any applicable law, regulation, or rule of professional conduct
  • Your use of leads, data, or information provided through the Services
  • Any claim by a third party related to your legal practice or representation

8.2 HQ Intake Indemnification

HQ Intake agrees to indemnify, defend, and hold harmless the Client from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of HQ Intake's gross negligence, willful misconduct, or material breach of its confidentiality obligations under these Terms.

9. Term and Termination

9.1 Term

These Terms are effective as of the Effective Date and remain in effect until terminated. The term of specific Services is governed by the applicable Service Agreement.

9.2 Termination for Convenience

Either party may terminate a Service Agreement upon thirty (30) days' written notice to the other party, unless otherwise specified in the Service Agreement.

9.3 Termination for Cause

Either party may terminate these Terms or a Service Agreement immediately upon written notice if the other party:

  • Materially breaches these Terms or the Service Agreement and fails to cure within fifteen (15) days of written notice
  • Becomes insolvent, files for bankruptcy, or ceases operations
  • Engages in conduct that is illegal or harmful to the other party's reputation

9.4 Effect of Termination

Upon termination:

  • HQ Intake will cease performing Services and transition any in-progress intakes as directed by the Client
  • Client shall pay all fees accrued through the date of termination
  • HQ Intake will return or destroy Client data as directed, subject to legal retention requirements
  • Provisions regarding confidentiality, limitation of liability, indemnification, and governing law shall survive termination

10. Acceptable Use of the Site

You agree not to use the Site to:

  • Violate any applicable law, regulation, or third-party rights
  • Upload or transmit malicious code, viruses, or harmful content
  • Attempt to gain unauthorized access to any part of the Site or its systems
  • Scrape, crawl, or use automated tools to extract content from the Site
  • Impersonate any person or entity or misrepresent your affiliation
  • Interfere with or disrupt the Site's functionality or infrastructure

11. Dispute Resolution

11.1 Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of laws principles.

11.2 Informal Resolution

Before initiating formal proceedings, the parties agree to attempt in good faith to resolve any dispute through informal negotiation for a period of at least thirty (30) days following written notice of the dispute.

11.3 Mediation

If informal resolution is unsuccessful, the parties agree to submit the dispute to non-binding mediation administered by a mutually agreed-upon mediator in Los Angeles County, California, before pursuing arbitration or litigation.

11.4 Jurisdiction and Venue

Any legal action or proceeding arising out of or relating to these Terms shall be brought exclusively in the state or federal courts located in Los Angeles County, California. The parties consent to the personal jurisdiction of such courts and waive any objection to venue.

11.5 Attorneys' Fees

In any action to enforce these Terms, the prevailing party shall be entitled to recover its reasonable attorneys' fees and costs.

12. Force Majeure

Neither party shall be liable for any failure or delay in performing its obligations under these Terms due to circumstances beyond its reasonable control, including but not limited to natural disasters, acts of war or terrorism, pandemics, government actions, power failures, internet outages, or telecommunications failures. The affected party shall provide prompt notice and use reasonable efforts to mitigate the impact.

13. General Provisions

13.1 Entire Agreement

These Terms, together with any applicable Service Agreement and Privacy Policy, constitute the entire agreement between the parties and supersede all prior agreements, understandings, and communications regarding the subject matter herein.

13.2 Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable.

13.3 Waiver

The failure of either party to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision. Any waiver must be in writing and signed by the waiving party.

13.4 Assignment

You may not assign or transfer these Terms or any rights or obligations hereunder without HQ Intake's prior written consent. HQ Intake may assign these Terms in connection with a merger, acquisition, or sale of substantially all of its assets.

13.5 Notices

All notices under these Terms shall be in writing and delivered by email, certified mail, or overnight courier to the addresses provided by each party. Notices to HQ Intake shall be sent to info@hqintake.com.

13.6 Independent Contractors

The relationship between HQ Intake and the Client is that of independent contractors. Nothing in these Terms creates a partnership, joint venture, employment, or agency relationship between the parties.

13.7 Amendments

HQ Intake reserves the right to modify these Terms at any time. Material changes will be communicated via the Site or direct notice. Continued use of the Site or Services after changes constitutes acceptance of the modified Terms.

14. Contact Information

For questions or concerns regarding these Terms of Service, please contact us:

HQ Intake LLC
Encino, California
Email: info@hqintake.com
Phone: (818) 473-5806
Website: hqintake.com

HQ Intake

24/7 bilingual legal intake services for personal injury law firms. We convert your leads into signed clients — faster and around the clock.

(818) 473-5806
info@hqintake.com

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