Terms of Service

Last updated: January 1, 2026

1. Acceptance of Terms

By accessing or using IntakeFlow, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Description of Service

IntakeFlow provides a client intake form platform for professional services firms. Our service allows you to create forms, collect client information and documents, and manage submissions through a web-based dashboard.

3. User Accounts

You are responsible for maintaining the security of your account credentials. You agree to notify us immediately of any unauthorized access to your account. We are not liable for any loss resulting from unauthorized account access.

4. Acceptable Use

You agree not to:

  • Use the service for unlawful purposes
  • Collect information from clients without proper disclosure
  • Attempt to circumvent security measures
  • Resell or sublicense the service without written permission
  • Upload malicious content or malware

5. Data Ownership

You retain ownership of all data you and your clients submit through IntakeFlow. We do not claim ownership of your content and will not use it for any purpose other than providing the service.

6. Service Availability

We strive for 99.9% uptime but cannot guarantee uninterrupted service. We may perform maintenance with or without notice. We are not liable for downtime or data loss beyond our reasonable control.

7. Limitation of Liability

To the maximum extent permitted by law, IntakeFlow shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the service.

8. Contact

For questions about these terms, contact us at legal@intakeflow.com.