By accessing or using TidyIntake ("Service"), operated by whisc inc. dba TidyIntake, Inc. ("Company," "we," "us"), you ("User," "you") agree to these Terms of Service ("Terms"). If acting on behalf of an organization, you represent authority to bind that organization.
"Service" — the TidyIntake cloud-based legal intake CRM, including features, APIs, integrations, and documentation.
"Customer Data" — all data submitted by you or your users: lead records, client info, case data, communications, documents.
"Subscription" — your selected plan including tier, seats, and billing cycle.
"AI Features" — AI capabilities including case scoring, attorney summaries, intake copilot, and risk detection.
You must provide accurate, current information and update it promptly if it changes.
You are responsible for credential confidentiality and all account activity. Notify us immediately of unauthorized access at security@tidyintake.com.
Additional users are authorized per your plan. Each seat is for a single named individual and may not be shared.
Plans and pricing are listed on our pricing page. Prices are in USD, exclusive of applicable taxes.
Trial accounts convert to paid at trial end unless cancelled. No credit card required to start.
Billed in advance, monthly or annually. We accept major credit cards and ACH. All fees are non-refundable except as required by law.
30 days' written notice for price changes. Changes take effect at your next billing cycle.
Access may be suspended after 15 days overdue, following 10 days' written notice. Reactivated upon payment of all outstanding amounts.
You shall not:
We process Customer Data solely to provide the Service per our Privacy Policy. We act as data processor and will execute a DPA upon request.
Export your data anytime. After termination you have 30 days before permanent deletion.
Encryption in transit (TLS 1.3) and at rest (AES-256), role-based access controls, audit logging, regular security assessments.
14 days' notice before new subprocessors begin processing Customer Data.
The Service is owned by TidyIntake, Inc. Your Subscription grants a limited, non-exclusive, non-transferable license during the term.
Feedback you provide grants us a royalty-free, perpetual license to use it to improve the Service.
AI may produce incorrect, incomplete, or outdated information. No warranties on AI accuracy or completeness.
Customer Data processed by AI generates output for your account only. We do not use Customer Data to train general-purpose AI models.
99.9% uptime commitment measured monthly, excluding scheduled maintenance (48-hour advance notice).
Service credits: 99.0–99.9% → 10%; 95.0–99.0% → 25%; below 95% → 50%. Credits cap at 50% of monthly fees.
TO THE MAXIMUM EXTENT PERMITTED BY LAW: The Service is provided "AS IS" without warranties. We are not liable for indirect, incidental, special, consequential, or punitive damages. Total liability shall not exceed amounts paid during the 12 months preceding the claim.
You indemnify TidyIntake, Inc. from claims arising from: (a) your use of the Service; (b) breach of these Terms; (c) violation of third-party rights; (d) Customer Data you submit.
Cancel anytime via account settings. Takes effect at billing period end.
We may suspend or terminate for breach, non-payment, or legal requirement, with reasonable notice.
Governing Law: State of Delaware.
Arbitration: Binding arbitration via AAA Commercial Rules, Wilmington, Delaware.
Class Action Waiver: Disputes resolved individually only.
Exception: Injunctive relief for IP protection in any competent court.
30 days' notice of material changes via email or in-app notification. Continued use constitutes acceptance.
TidyIntake, Inc.
Email: legal@tidyintake.com
4223 W Lake St Ste 329, Chicago, IL 60624