Terms and Conditions for LeadLock AI

Introduction

Welcome to LeadLock AI. LeadLock AI is a customer relationship management (CRM) platform designed to help businesses capture leads, automate communication, manage contacts, and improve customer engagement. Our platform provides tools for lead capture, contact management, messaging automation, appointment scheduling, quote generation, workflow automation, and AI-powered engagement features.

By accessing or using the LeadLock AI website, platform, applications, application programming interfaces (APIs), or any related services (collectively, the "Platform" or "Services"), you agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, you must not access or use the Platform. If you are using the Platform on behalf of a company, organization, or other legal entity, you represent and warrant that you have the authority to bind that entity to these Terms, and "you" and "your" will refer to that entity.

These Terms apply to all use of the Platform, including but not limited to: (a) website usage and browsing; (b) CRM platform usage, including lead and contact management; (c) messaging and voice features, including SMS, MMS, email, in-app messaging, AI-assisted phone answering, call routing and forwarding, optional call recording and transcription where enabled, and browser or softphone calling where offered; (d) customer-facing tools such as embeddable chat and voice assistants (including text chat, standard synthetic voice, and optional more natural-sounding speech when your plan supports it); (e) integrations with third-party services such as Twilio, Stripe, calendar providers, email providers, optional third-party automation or webhook tools you choose to connect, and AI or voice synthesis providers when you enable those features; (f) automation features, including workflows, triggers, credits and usage-metered actions, and AI-powered tools; and (g) internal staff communication features (for example team chat, job-linked threads, or in-app messages between your users) where available on your plan. Additional terms or policies may apply to specific features, integrations, or services, and are incorporated by reference where applicable.

We reserve the right to modify these Terms at any time. We will notify users of material changes as described in the "Changes to Terms" section below. Your continued use of the Platform after such notice constitutes acceptance of the updated Terms.

Use of LeadLock AI is also governed by our Privacy Policy, which describes how we collect, use, and protect personal information.

Eligibility

You must be at least eighteen (18) years of age to use the Platform. By using the Platform, you represent and warrant that you are at least 18 years old and have the legal capacity to enter into a binding agreement. If you are under 18, you may not use the Platform and must not provide any personal information or create an account.

If you are using the Platform on behalf of a business, organization, or other entity, you represent and warrant that you have the full right, power, and authority to enter into these Terms on behalf of that entity and to bind that entity to these Terms. You further represent that the entity is duly organized, validly existing, and in good standing under the laws of its jurisdiction.

You are solely responsible for all activity that occurs under your account, including activity by any users, employees, contractors, or other persons who access the Platform using your account credentials or through your account. You must ensure that all such persons comply with these Terms and that you have appropriate agreements in place with them to enforce that compliance. LeadLock AI is not responsible for any unauthorized use of your account resulting from your failure to maintain adequate security or from the actions of persons you have authorized to use your account.

Account Registration

To access certain features of the Platform, you must register for an account. You agree to provide accurate, current, and complete information during the registration process and to update such information as necessary to keep it accurate, current, and complete. Providing false, misleading, or incomplete information may result in immediate suspension or termination of your account.

Security of Credentials and Access

You are responsible for maintaining the security and confidentiality of all credentials and access mechanisms associated with your account, including but not limited to: (a) login credentials such as usernames and passwords; (b) API keys and API secrets; (c) integration tokens and OAuth credentials for connected services such as Twilio, Stripe, calendar providers, and email providers; and (d) any other access tokens, keys, or credentials issued to you or generated within your account. You must not share these credentials with any unauthorized person or use them in any manner that could compromise the security of the Platform or your account.

LeadLock AI is not responsible for any unauthorized access to your account, data, or use of the Platform that results from your failure to maintain the security of your credentials, from the theft or loss of your credentials, from sharing credentials with third parties, or from any other failure on your part to implement reasonable security measures. You assume all risk of such unauthorized access.

You agree to notify LeadLock AI immediately upon becoming aware of any unauthorized access to your account, any breach of security, any compromise of your credentials, or any other suspected or actual misuse of the Platform. You may contact us at support@leadlockai.ai. Failure to notify us promptly may result in additional liability and may affect our ability to investigate and mitigate the incident.

Optional multi-factor authentication

Where we make multi-factor authentication (MFA) available for user accounts, enabling it reduces the risk of unauthorized access. Certain high-privilege internal LeadLock tools may require separate operator MFA as described in our Privacy Policy.

Services Provided

LeadLock AI provides a software-as-a-service (SaaS) CRM and engagement platform. The Services include, but are not limited to, the following tools and capabilities:

• Lead capture forms: Hosted and embeddable forms to collect lead information from your website visitors and other sources.
• CRM contact management: Storage, organization, and management of leads and contacts, including notes, tags, status, pipeline stages, and custom fields.
• Messaging automation: Automated and semi-automated messaging workflows, including drip campaigns, triggers, and follow-up sequences.
• Appointment scheduling: Calendar integration and booking pages to allow leads and customers to schedule appointments.
• Quote generation: Creation, management, and delivery of quotes and proposals to leads and customers.
• Workflow automation: Configurable workflows that automate actions based on triggers, such as lead status changes, form submissions, or messaging events.
• SMS messaging integrations: Integration with telecommunications providers (including Twilio) to send and receive SMS and MMS messages through the Platform, subject to carrier rules and the compliance obligations described in these Terms.
• Voice calling and AI phone features: Tools to place, receive, route, or forward calls; optional AI-assisted answering; call logging; and optional recording or transcription where enabled and lawful—subject to plan limits, credits, and third-party carrier reliability.
• Embeddable website assistant: A widget or embedded experience that can combine text chat with optional voice input and AI-spoken replies, including simpler synthetic voice modes and, where available on your plan, more natural voice output.
• Email communication tools: Tools to send, track, and manage email communications with leads and contacts.
• AI-powered lead engagement tools: Features that use artificial intelligence or machine learning to assist with lead scoring, response suggestions, summarization, voice and chat replies, qualification support, and other engagement-related tasks.
• LedgerAI (finance features): Tools to create invoices, record payments, and manage related financial records within the Platform, as further described in the "LedgerAI (Finance Features)" section below.
• Dispatch and field operations (plan-dependent): On eligible plans, tools such as a dispatch queue, technician assignment, technician mobile workflows, job documentation (for example photos and notes tied to jobs), and configurable customer notifications (for example booking confirmations, on-the-way or ETA-style messages, and payment links where enabled).
• Workspace interface customization: Features to arrange the user interface, including collapsible and resizable panels, focus modes that emphasize main content, grouped collapsible sections, and layout reset. Default-on preferences for layout may be stored locally in your browser as described in our Privacy Policy; they do not change your legal obligations regarding customer data or messaging compliance.

The specific features, functionality, and limits available to you may depend on your subscription plan, account configuration, and applicable law. LeadLock AI may add, modify, or discontinue features or services over time—including new AI, voice, automation, analytics, or integration capabilities. We will use commercially reasonable efforts to provide advance notice of material changes that negatively affect your use of the Platform, where practicable, but we do not guarantee that all changes will be announced in advance. Unless we require separate acceptance for a specific feature, your continued use of the Platform after updates constitutes acceptance of the then-current Services and Terms.

Acceptable Use Policy

You agree to use the Platform only for lawful purposes and in accordance with these Terms and all applicable laws, regulations, and industry standards. You agree that you will not use the Platform, or permit or encourage any third party to use the Platform, in any of the following ways:

• Spam or unsolicited communications: You will not use the Platform to send spam, bulk unsolicited messages, or any form of unsolicited commercial communication. You will not send messages to individuals who have not provided prior express consent or who have opted out of receiving communications from you.
• Harassment or abusive messaging: You will not use the Platform to harass, threaten, defame, intimidate, or otherwise abuse any person or entity. You will not send content that is obscene, hateful, or intended to cause distress.
• Illegal activities: You will not use the Platform to conduct, facilitate, or promote any illegal activity, including fraud, money laundering, identity theft, or any other activity that violates applicable law.
• Phishing or scams: You will not use the Platform to conduct phishing, impersonation, or other deceptive practices designed to obtain sensitive information or to defraud recipients.
• Messages without consent: You will not send SMS, MMS, email, or other messages to recipients without first obtaining valid, documented opt-in consent where required by law (including the Telephone Consumer Protection Act (TCPA) and similar laws) and by carrier or platform policies.
• Violation of telecommunications laws: You will not use the Platform in any manner that violates federal, state, or international telecommunications laws, regulations, or carrier requirements, including but not limited to the TCPA, the CAN-SPAM Act, and applicable do-not-call or do-not-contact rules.
• Violation of privacy laws: You will not use the Platform to collect, process, or transmit personal information in violation of applicable privacy laws, including the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), or other data protection regulations.
• Reverse engineering or circumvention: You will not attempt to reverse engineer, decompile, or disassemble the Platform, or to circumvent any security, rate limits, or access controls.
• Malware or harmful code: You will not upload, distribute, or transmit any malware, viruses, or other harmful code through the Platform.
• Misuse of AI or impersonation: You will not use AI-generated content, voice features, or automations to deceive recipients, impersonate individuals or brands without authorization, generate unlawful content, or circumvent consent, disclosure, or opt-out requirements.

LeadLock AI reserves the right to investigate any suspected violation of this Acceptable Use Policy. If we determine, in our sole discretion, that you have violated this policy or these Terms, we may suspend or terminate your account, restrict your access to the Platform or to specific features (including messaging features), remove content, or take any other action we deem appropriate, without prior notice and without liability to you. We may also report violations to law enforcement or regulatory authorities and cooperate with any investigation. Repeated or serious violations may result in permanent termination of your account and prohibition from future use of the Platform.

SMS / Communication Compliance

LeadLock AI supports SMS and other messaging features through integrations with telecommunications providers, including Twilio. Compliance with applicable messaging and telecommunications laws is critical. The following terms are intended to support compliance and to meet common carrier and platform requirements, including those applicable to Twilio and similar providers.

Opt-In Consent

You must obtain explicit, documented opt-in consent from each recipient before sending them SMS, MMS, or other marketing or promotional messages through the Platform. Consent must be clear, conspicuous, and given voluntarily. Pre-checked boxes or consent obtained through deceptive means are not valid. You must maintain records sufficient to demonstrate that consent was obtained, including the date, method, and scope of consent. Consent may be limited to specific types of messages (e.g., marketing vs. transactional); you must not exceed the scope of consent obtained.

Compliance with Laws and Guidelines

You must comply with all applicable laws and industry guidelines governing messaging and telecommunications, including but not limited to: (a) the Telephone Consumer Protection Act (TCPA) and its implementing regulations; (b) the CTIA Short Code Monitoring Handbook and CTIA messaging guidelines; (c) carrier-specific requirements and acceptable use policies; and (d) any applicable state, federal, or international regulations regarding automated calls, text messages, or commercial communications. You are solely responsible for understanding and complying with these requirements. LeadLock AI does not provide legal advice; you should consult with your own legal counsel to ensure your messaging practices comply with all applicable laws.

Opt-Out (STOP)

Recipients must be able to opt out of receiving further messages at any time. You must honor opt-out requests immediately and process standard opt-out keywords (such as STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, or REVOKE) in accordance with carrier and platform requirements. After a recipient opts out, you must not send any further marketing or promotional messages to that recipient unless they subsequently provide a new, valid opt-in. You must make opt-out instructions clear in your messages (e.g., "Reply STOP to unsubscribe") where required by law or by carrier guidelines.

The Platform may enforce these rules technically (for example by blocking outbound SMS when valid consent is missing and logging blocked attempts for audit). You remain responsible for lawful collection of consent from your customers and for the content of messages you send.

Prohibited Messaging Practices

LeadLock AI does not allow the use of purchased phone lists, scraped contacts, or other contact lists that were not built through voluntary, documented opt-in. Sending unsolicited marketing messages to contacts who have not given prior express consent is prohibited. You must not use the Platform to send messages to numbers on do-not-call or do-not-contact registries where such messages are prohibited, except where you have obtained appropriate consent or where an applicable exemption applies. LeadLock AI reserves the right to suspend or terminate messaging features, or your entire account, if we detect or reasonably suspect abuse, non-compliance with these terms, or violation of carrier or platform policies. We may monitor messaging usage and content for compliance and quality purposes to the extent permitted by law and our Privacy Policy.

A2P registration and carrier programs

For U.S. application-to-person (A2P) messaging on long codes, carriers and aggregators typically require brand and campaign registration and accurate use-case descriptions. You are responsible for providing truthful information, maintaining registrations, and complying with evolving carrier requirements. LeadLock may display fields, block sends, or require documentation to support compliance. Nothing in the Platform constitutes legal advice on TCPA, CTIA, or carrier policy.

Messaging Disclaimer

LeadLock AI provides the platform infrastructure, software, and integrations that enable you to send and receive messages, including SMS, MMS, and email. LeadLock AI does not create, control, or approve the content of messages sent by you or by your users. We act as a technology provider and do not assume responsibility for how you use our messaging tools. Delivery is not guaranteed: messages may be delayed, filtered, or blocked by carriers, devices, or recipients.

You are solely responsible for: (a) the content of all messages sent through your account; (b) the accuracy and lawfulness of your recipient lists and the consent underlying each recipient's inclusion; (c) obtaining and maintaining valid opt-in consent and honoring opt-out requests; and (d) compliance with all applicable laws, regulations, and carrier or platform policies governing messaging, including the TCPA, CTIA guidelines, CAN-SPAM, and any other relevant requirements. You are also responsible for ensuring that your messaging practices do not violate the privacy or other rights of recipients.

LeadLock AI is not liable for any claims, damages, fines, or penalties arising from your misuse of messaging tools, your failure to obtain consent, your failure to honor opt-outs, your violation of applicable law, or any content or practice that originates from you or your account. To the fullest extent permitted by law, you agree to indemnify and hold LeadLock AI harmless from any such claims, as further set forth in these Terms. If a regulatory or legal action is taken against LeadLock AI as a result of your messaging practices, you agree to cooperate with LeadLock AI and to provide information and assistance as reasonably requested.

AI Usage Disclaimer

LeadLock includes features that use artificial intelligence and automation to generate or suggest text, voice scripts, summaries, classifications, routing decisions, and workflow actions. AI responses are automated and may not always be accurate, complete, or appropriate for your business, industry, or jurisdiction. AI outputs are assistive only and do not constitute professional legal, financial, medical, or safety advice.

You are responsible for reviewing AI-generated content before relying on it, configuring features lawfully, providing any required disclosures to your customers and staff, and applying human oversight where appropriate. LeadLock does not guarantee specific business outcomes (such as a minimum number of leads, appointments, or revenue) from AI or automation features.

Messaging & Compliance

When you use SMS, MMS, email, in-app, or other messaging features through the Platform, you are responsible for compliance with applicable laws and industry rules, including those governing consent, content, frequency, identification, and opt-out (for example the Telephone Consumer Protection Act (TCPA) and the CAN-SPAM Act in the United States, and application-to-person (A2P) / carrier registration programs such as 10DLC where they apply to your use case). You are responsible for obtaining and documenting valid consent, maintaining registries, honoring STOP and similar opt-out requests, and for message content and recipient lists. Additional detail appears in the "SMS / Communication Compliance" and "Messaging Disclaimer" sections of these Terms, which are incorporated by reference.

Customer Payments (Third-Party Processors)

If you use features that allow you to invoice customers or accept payments (including payment links, checkout experiences, or connected account payouts), payment processing is performed by third-party payment providers (for example Stripe) subject to that provider's terms, fees, and availability. LeadLock is not a bank and does not hold customer funds in its own name as a depository.

You are responsible for your relationship with the payment provider, the accuracy of amounts and tax treatment you configure, disputes between you and your customers, and compliance with card network rules, money transmission, and other laws that apply to your business. Payout timing, holdbacks, and disputes may be governed by the processor and your account status with them. Subscription and usage fees for LeadLock itself are described separately in the "Payments and Billing" section.

Data We Store on Your Behalf

The Platform is built to hold the information your business needs to run in LeadLock. Depending on the features you use, that may include: leads and CRM records; messages (including SMS, email, in-app, and customer chat transcriptions or logs as configured); call recordings, voicemails, and transcripts where the product and applicable law allow you to record or transcribe; AI and automation logs tied to those interactions; and product and usage analytics (such as feature usage, errors, and performance metrics) to operate and improve the service.

We apply safeguards designed to protect this data as described in our Privacy Policy. You remain responsible for your legal bases, notices, and retention decisions for your end customers, and for exporting or backing up data you need, as further explained in "Data Responsibility".

GPS and Location (Dispatch and Technicians)

Some features use location or position information for dispatch boards, maps, on-the-way customer updates, and technician tracking (for example to show assigned techs, ETAs, or last-known work-site status when your users share that data). You must obtain and document any user consent and provide any notice required by law before you enable location collection for employees, contractors, or others. You are responsible for your agreements with your team and for employment and privacy laws that apply to monitoring or location in your region.

LeadLock processes location and related signals that you or your users submit (such as check-ins, GPS or device location when permitted, or address-based routing) only to provide the features you have turned on. See the Privacy Policy for more detail. Do not use optional tracking where your policies or local law do not allow it.

Staff Communication System (Internal Use)

If your workspace includes internal chat, team threads, or other staff-only communications (for example job-linked messages between dispatch and field staff), you agree that: (a) you will use these features for legitimate business purposes and in compliance with these Terms and applicable law; (b) you will not use them to send unlawful, harassing, discriminatory, or hateful content, or to share credentials or data you are not authorized to access; and (c) you are responsible for your own workplace policies, acceptable-use rules, and any monitoring or recordkeeping obligations toward your employees or contractors, subject to law.

Content in staff communication tools may be stored, searchable, and visible to other users in your organization according to roles and product design. You are responsible for what your users post and for securing access to your accounts. We may review or act on content where needed for security, abuse prevention, or legal compliance, as described in our Privacy Policy.

Third Party Integrations

The Platform may integrate with or rely on third-party services to provide certain functionality. These services may include, but are not limited to: Twilio (for SMS, voice, and related telecommunications); Stripe (for payments and billing); OpenAI or other providers (for AI-powered features); ElevenLabs or other providers (for natural-sounding text-to-speech when enabled); Resend or similar providers (for transactional email); optional third-party automation, orchestration, or webhook endpoints when you connect them; email service providers; calendar and scheduling platforms; customer relationship management or productivity tools; and other software and APIs that you or we connect to the Platform.

Your use of third-party services may be subject to separate terms, privacy policies, and acceptable use policies imposed by those third parties. You are responsible for reviewing and complying with the terms and policies of each third-party service you use in connection with the Platform. LeadLock AI does not control and is not responsible for the availability, performance, accuracy, or content of third-party services.

LeadLock AI is not liable for any outage, interruption, error, change in functionality, or discontinuation of any third-party service, or for any loss or damage arising from your reliance on such services. If a third-party service becomes unavailable or changes in a way that affects the Platform, we will use commercially reasonable efforts to provide alternatives or workarounds where feasible, but we do not guarantee continuous availability of any specific integration. You are responsible for maintaining your own relationships and agreements with third-party providers where required (e.g., Twilio account, Stripe account) and for any fees or obligations imposed by those providers.

LedgerAI (Finance Features)

LeadLock AI includes a built-in finance module ("LedgerAI") that allows users to create invoices, track payments, and manage financial data.

By using LedgerAI, you agree that:

• You are responsible for the accuracy of all financial data entered.
• LeadLock AI does not process or guarantee payments between you and your clients.
• LedgerAI is a tracking and management tool only and does not replace professional accounting or legal services.
• You are responsible for complying with all applicable tax laws and financial regulations.

LeadLock AI is not liable for disputes, missed payments, or financial losses resulting from the use of this feature.

Payments and Billing

All subscriptions are billed according to the selected plan. Paid subscription plans and usage-based fees are processed through our payment processor, Stripe, or such other payment provider as we may designate. By subscribing to a paid plan or using fee-based features, you agree to pay all applicable fees in accordance with the pricing and billing terms presented at the time of sign-up or renewal, or as updated in accordance with these Terms.

Additional services such as setup fees, onboarding, or managed services may be billed separately when offered and accepted.

You agree to provide accurate billing information and authorize LeadLock AI (and our payment processor) to charge the selected payment method for all fees incurred. You are responsible for ensuring that your payment method is valid and that sufficient funds or credit are available. If a payment fails, we may retry the charge and may suspend or terminate your access to paid features until payment is received.

If you upgrade, downgrade, or change plans, pricing and entitlements may change effective as described at checkout or in your account. Downgrades may reduce features or usage limits; you are responsible for exporting data before changes if needed. Unless otherwise stated at purchase, promotional credits or grants may expire according to in-product rules or communications.

Fees may be charged in advance on a monthly or annual basis, or as otherwise specified for your plan. Usage-based charges (e.g., for messaging, metered AI or voice usage, API calls, or add-on features) may be billed in arrears.

Refunds, if any, are governed by the "Refund Policy" section below and applicable law. Except as stated there or as required by law, fees are generally non-refundable for partial periods, unused usage, or periods in which you did not use the Platform.

LeadLock AI reserves the right to modify pricing and billing terms with reasonable notice. Price changes will typically apply at the start of the next billing cycle. If you do not agree to a price change, you may cancel your subscription before the change takes effect. Continued use of paid features after the effective date of a price change constitutes acceptance of the new pricing. We may also introduce new fees for new features or change the structure of plans; such changes will be communicated in advance where practicable.

Accounts that are past due may be suspended until payment is received. We may terminate accounts that remain in arrears for an extended period. You remain liable for all fees incurred prior to termination or suspension.

Usage-Based Billing and Credits

Certain features consume included usage (for example monthly call minutes, SMS segments, or AI conversation pools) and/or Credits or prepaid balances purchased through Stripe or otherwise granted. Overage may apply when enabled for your workspace. The Platform may block or throttle usage when included allowances, Credits, and permitted overage are exhausted, so you can review billing before additional charges accrue.

Credit purchases, prepaid packs, and consumed usage are generally non-refundable once used or once outside any stated refund window, except as required by law, as stated in our Refund Policy for subscription fees, or as agreed in writing. Credits or promotional balances may expire if we disclose an expiration at grant or purchase time. Usage records and ledgers are maintained for transparency where the product provides them.

LeadLock may enforce fair usage limits (rate limits, concurrency caps, or plan ceilings) on AI, messaging, voice, or automation features to protect platform stability. If limits are exceeded, features may be throttled or paused until usage normalizes or you upgrade.

Call quality, message delivery, and connectivity depend on third-party carriers, recipients, filters, and your network; LeadLock does not guarantee uninterrupted voice or SMS service.

AI outputs (summaries, replies, scores, voice scripts, and automations) are assistive and may be incorrect. You are responsible for reviewing AI-generated content before relying on it for legal, financial, or safety-critical decisions.

Service Usage and Plan Features

Feature availability varies by plan tier. The Operations plan includes advanced automation, dispatch, technician coordination, and communication features intended for business workflow automation and team coordination.

• Usage limits for calls, SMS, credits, and related features apply based on your active plan.
• Additional usage may require top-ups, add-ons, or plan upgrades.
• Misuse of communication tooling (including spam or non-compliant messaging) may result in restrictions, throttling, or suspension.

Messaging compliance

• Customer SMS may use template-based messaging to support compliance and deliverability controls.
• You are responsible for lawful communication practices and required customer consent.
• LeadLock may enforce safeguards designed to protect compliance and delivery quality.

Service availability

• Features and limits may vary by subscription plan and account configuration.
• Operations features are intended for workflow automation and team coordination in service-business environments.

Subscription Trials

If LeadLock AI offers a subscription trial, the trial period is three (3) calendar days unless a different period is displayed at checkout, in your order summary, or in a written agreement with us.

Trial terms, including billing after the trial ends, are presented at signup or checkout. By starting a trial, you authorize any charges described for the period after the trial unless you cancel in accordance with the cancellation terms presented at signup.

AI phone assistant, voice features, accuracy, and limits

Last updated for voice features: April 7, 2026

The AI phone assistant and related voice features (including routing, forwarding, recording where enabled, transcription, and AI-generated speech) may mishear, misinterpret, drop audio, or incorrectly respond to callers or users. LeadLock AI does not guarantee uninterrupted service, error-free transcription, perfect voice quality, or that every call or session will be answered, routed, or escalated as you intended. You remain responsible for business decisions, staffing, backup channels, and reviewing AI-generated summaries, transcripts, and CRM records before relying on them. Voice and AI phone features are subject to plan limits (including minutes, credits, and AI interaction caps). Overage may require upgrading your plan or purchasing add-ons if offered. Connectivity and deliverability depend on carriers, networks, and third-party providers. LeadLock AI is not liable for missed calls, lost revenue, or incorrect AI or transcription output except as required by applicable law.

Embeddable website assistant (chat and voice modes)

LeadLock may provide a customer-configured embeddable assistant that supports text chat and, where you enable it, voice interaction (including standard synthetic speech and, on eligible plans, more natural-sounding speech). Visitors may need to grant microphone permission for voice input; browser and device support varies.

Customers are responsible for lawful deployment of this feature, including consent and disclosure requirements, truthful representation of AI versus human support, domain-level deployment controls, escalation paths to human staff when appropriate, and review of AI outputs before relying on them for high-risk decisions.

Voice and AI interactions may be subject to plan limits, credits, usage controls, and add-on billing where applicable.

Refund Policy

We offer a 7-day refund policy for both subscription plans and one-time setup fees.

You may request a full refund within 7 days of your initial purchase.

After 7 days, all payments are non-refundable.

Refunds will not be issued for:

• partial usage beyond the refund window;
• consumed Credits, prepaid usage, or metered fees already incurred;
• failure to use the Platform;
• dissatisfaction without contacting support.

To request a refund, you must contact support within the 7-day period at support@leadlockai.ai. We will process eligible refund requests in accordance with this policy and applicable law.

User Responsibilities

You agree to:

• provide accurate information;
• use the Platform lawfully;
• not misuse or attempt to exploit the system; and
• maintain the security of your account.

These responsibilities apply in addition to your obligations elsewhere in these Terms, including account security, acceptable use, and compliance with messaging and privacy laws.

Service Availability

LeadLock AI strives to maintain high availability and reliability of the Platform. However, we do not guarantee uninterrupted, error-free, or secure access to the Platform. The Platform is provided "as is" and "as available." There may be times when the Platform is unavailable due to scheduled maintenance, updates, emergency repairs, factors outside our control (such as third-party outages, internet or carrier issues, or force majeure events), or other operational reasons.

We will use commercially reasonable efforts to provide advance notice of scheduled maintenance that may result in significant downtime, where practicable. We do not guarantee that all maintenance or updates will be announced in advance. We are not liable for any loss or inconvenience resulting from service interruptions, slowdowns, or unavailability. You are responsible for implementing appropriate backup and business continuity measures for your own operations and data.

Data Responsibility

You are responsible for managing the data that you and your users input into the Platform, including lead and contact information, notes, messages, and other CRM data. You are responsible for ensuring that you have appropriate rights to collect, store, and process such data and that your use of the Platform and your data practices comply with all applicable privacy and data protection laws, including the GDPR, CCPA, and other relevant regulations.

You are responsible for exporting or backing up your data as needed for your own records, compliance, or business continuity. Upon termination of your account, you may have a limited period to export your data; after that period, we may delete or anonymize your data in accordance with our data retention practices. We recommend that you regularly export or backup critical data.

Limited LeadLock personnel may access account or system data to provide support, prevent abuse, or operate the service, as described in our Privacy Policy (including Control Tower and audit logging practices). Such access does not relieve you of your obligations as data controller for your end customers where applicable.

LeadLock AI will implement reasonable technical and organizational safeguards designed to protect the security and confidentiality of data processed through the Platform, in accordance with our Privacy Policy and applicable law. However, no method of transmission or storage is completely secure. We cannot guarantee absolute security of your data and are not liable for unauthorized access, loss, or corruption of data that occurs despite our reasonable safeguards, including as a result of factors beyond our control such as hacking, phishing, or your failure to secure your credentials.

Intellectual Property

All software, technology, designs, branding, logos, documentation, and other materials that make up the Platform or are provided by LeadLock AI in connection with the Services are owned by LeadLock AI or its licensors and are protected by copyright, trademark, and other intellectual property laws. You do not acquire any ownership or rights in the Platform or in LeadLock AI's intellectual property except the limited, non-exclusive, non-transferable right to use the Platform in accordance with these Terms during the term of your account.

You may not: (a) copy, modify, distribute, sell, or create derivative works of the Platform or any part thereof, except as expressly permitted by these Terms or by applicable law; (b) reverse engineer, decompile, disassemble, or attempt to derive the source code or underlying ideas of the Platform, except to the extent that such restriction is prohibited by law; (c) remove or alter any proprietary notices, labels, or marks on the Platform; (d) use the Platform to build a competing product or service, or to copy or replicate its functionality for any purpose other than your own authorized use; or (e) resell, sublicense, or commercially exploit the Platform or access to the Platform without LeadLock AI's prior written permission. Any unauthorized use may result in immediate termination of your account and may subject you to legal action.

Limitation of Liability

LeadLock AI is provided "as is" without warranties of any kind, whether express or implied, to the fullest extent permitted by applicable law.

We are not responsible for:

• lost revenue, missed leads, missed calls, or missed bookings;
• incorrect, incomplete, or harmful AI outputs, transcriptions, or voice synthesis;
• incorrect data input or customer misconfiguration of workflows, routing, or automations;
• financial decisions made using the Platform (including LedgerAI);
• outages, delays, or errors caused by third-party providers (including carriers, Twilio, Stripe, AI vendors, or hosting providers); or
• outcomes that depend on your configuration, data, consents, or use of third-party integrations.

The Platform does not guarantee any minimum number of leads, conversions, appointments, or revenue. Your use of the Platform is at your own risk. Nothing in these Terms is intended to disclaim liability that cannot be limited under applicable law.

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, LEADLOCK AI AND ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, LICENSORS, AND SUPPLIERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOST REVENUE, LOST PROFITS, LOST BUSINESS OPPORTUNITIES, LOSS OF DATA, LOSS OF GOODWILL, SERVICE INTERRUPTION, COST OF SUBSTITUTE SERVICES, OR ANY OTHER DAMAGES ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF OR INABILITY TO USE THE PLATFORM, EVEN IF LEADLOCK AI HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE).

IN NO EVENT SHALL THE AGGREGATE LIABILITY OF LEADLOCK AI AND ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, LICENSORS, AND SUPPLIERS FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE PLATFORM EXCEED THE AMOUNT ACTUALLY PAID BY YOU TO LEADLOCK AI FOR THE SERVICES DURING THE BILLING CYCLE IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM (OR, IF NO AMOUNT WAS PAID, ONE HUNDRED U.S. DOLLARS ($100)). THIS LIMITATION APPLIES WHETHER THE CLAIM IS BASED ON WARRANTY, CONTRACT, TORT, OR ANY OTHER LEGAL THEORY.

Some jurisdictions do not allow the exclusion or limitation of incidental or consequential damages, so the above limitations may not apply to you. In such jurisdictions, our liability shall be limited to the maximum extent permitted by law. The limitations in this section apply regardless of whether LeadLock AI has been advised of the possibility of such damages and regardless of any failure of essential purpose of any limited remedy.

Account Termination

LeadLock AI reserves the right to suspend or terminate your account and your access to the Platform at any time, with or without cause, and with or without prior notice, including in the following circumstances: (a) violation of these Terms or our Acceptable Use Policy; (b) illegal or fraudulent use of the Platform; (c) abuse or misuse of messaging tools, including sending unsolicited messages, violating TCPA or other messaging laws, or using purchased or scraped contact lists; (d) non-payment of fees; (e) conduct that harms other users, third parties, or LeadLock AI; or (f) as required by law, court order, or at the request of a regulatory or law enforcement authority.

Upon termination, your right to use the Platform ceases immediately. You may cancel your account at any time through your account settings or by contacting us. Upon cancellation, you remain responsible for any fees incurred prior to the cancellation date. We may retain or delete your data in accordance with our data retention and deletion practices and applicable law.

Governing Law

These Terms and any dispute or claim arising out of or relating to these Terms or the Platform shall be governed by and construed in accordance with the laws of the State of Florida, United States of America, without regard to its conflict of law principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply to these Terms. You agree that the state and federal courts located in Florida shall have exclusive jurisdiction over any such dispute or claim, except where otherwise required by applicable law or as set forth in the Dispute Resolution section below.

Dispute Resolution

In the event of any dispute, claim, or controversy arising out of or relating to these Terms or the Platform, the parties agree to first attempt to resolve the matter through good-faith informal negotiation. Either party may initiate this process by sending written notice to the other party describing the dispute and proposing a resolution. The parties will use reasonable efforts to resolve the dispute within thirty (30) days of such notice.

If the dispute cannot be resolved through informal negotiation, the parties agree that, to the fullest extent permitted by applicable law, the dispute may be resolved through binding arbitration administered by a recognized arbitration organization in accordance with its then-current rules. The arbitration shall be conducted in the State of Florida, or in another location mutually agreed by the parties. The arbitrator's decision shall be final and binding, and judgment may be entered in any court of competent jurisdiction. Each party shall bear its own costs and attorneys' fees unless the arbitrator awards them to the prevailing party under applicable law. Nothing in this section shall prevent either party from seeking injunctive or other equitable relief in a court of competent jurisdiction to prevent actual or threatened misuse of intellectual property or breach of confidentiality.

BY USING THE PLATFORM, YOU AGREE THAT, TO THE EXTENT PERMITTED BY APPLICABLE LAW, YOU AND LEADLOCK AI ARE EACH WAIVING THE RIGHT TO A TRIAL BY JURY AND THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR REPRESENTATIVE PROCEEDING. If applicable law does not permit waiver of class actions, this clause shall not apply to the extent necessary to comply with such law.

Changes to Terms

LeadLock AI reserves the right to update, modify, or revise these Terms at any time. We may make changes to reflect new features (including additional AI, voice, automation, analytics, billing, or integration capabilities), legal requirements, or business practices. When we make material changes, we will provide notice by posting the updated Terms on the Platform, by sending an email to the address associated with your account, by prompting for re-acceptance where we use versioned acceptance in the product, or by other reasonable means. The "Last Updated" date at the top of this page will be revised when changes are made.

Your continued use of the Platform after the effective date of any changes constitutes your acceptance of the revised Terms, except where applicable law requires a different process. If you do not agree to the updated Terms, you must stop using the Platform and may cancel your account. We encourage you to review these Terms periodically to stay informed of any updates.

Contact Information

For questions, concerns, or legal inquiries regarding these Terms and Conditions, please contact LeadLock AI at:

LeadLock AI

Email: support@leadlockai.ai

We will use commercially reasonable efforts to respond to inquiries in a timely manner. For account-specific or billing issues, please include your account email or account identifier in your message.