Legal

Terms of Service

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These terms are the agreement between LeadLock AI Technologies LLC ("LeadLock," "we," "us") and the business that signs up for LeadLock ("you"). They cover the website, the CRM, the AI receptionist Ava, the website assistant, Nexus, the Technician App, LedgerAI and every other part of the service.

Our Privacy Policy, AI & voice disclaimer and SMS terms are part of these terms.

The short version

  • You're responsible for how you use LeadLock to contact your customers, including consent for texts and following recording laws.
  • Callers must be told they're speaking with an AI. Don't remove that notice or present the AI as a person.
  • Texts may go only to people who agreed to them. No purchased lists and no marketing texts without marketing consent.
  • Your customer data is yours. You can export it, and we delete it after you close your workspace.
  • You can get a full refund within 7 days of your first purchase. After that, fees are non-refundable.
  • Florida law applies. Disputes go to informal negotiation first, then individual arbitration.

The summary helps you skim. The full text below is what applies.

1. This agreement

By creating an account, clicking to accept, or using LeadLock, you agree to these terms. If you accept for a company, you confirm you are allowed to bind it, and "you" means that company. You must be at least 18 and use LeadLock for business purposes. If you don't agree, don't use LeadLock.

2. Accounts and your team

Give us accurate sign-up information and keep it current. You are responsible for everything done under your workspace, including by employees and contractors you invite, so give each person their own login and the least access they need. Keep passwords, API keys and integration tokens secret, and turn on two-factor authentication. Tell us right away at support@leadlockai.ai if you think your account has been accessed without permission.

3. What LeadLock provides

Depending on your plan, LeadLock includes:

  • a CRM for leads, customers, conversations, pipeline, quotes and reviews;
  • Ava, an AI receptionist that answers your business phone line and books appointments;
  • a website chat and voice assistant, forms and online booking pages;
  • texting and email, including automated reminders and follow-ups;
  • dispatch, the Technician App, job tracking and customer "on the way" updates;
  • LedgerAI for invoices, payments and finance records, and payment links through Stripe;
  • Nexus, an AI assistant for your team inside the CRM; and
  • team tools such as Crew Chat, time clock and staff management.

Features and limits depend on your plan. We may add, change or retire features. If a change takes away something material you pay for, we will tell you in advance where we reasonably can.

4. AI, Ava and Nexus

AI helps, but you stay responsible for what it says and does for your business.

Telling people it's AI

Ava plays a short notice at the start of each call saying the caller is speaking with an AI assistant and that the call may be recorded and transcribed. You may reword your greeting but must not remove that notice, and you must not tell anyone, or configure the AI to tell anyone, that it is a human.

Accuracy

AI can mishear, misunderstand or be wrong. Give it accurate services, prices, hours and policies, review its conversations and bookings, and fix mistakes. A price the AI gives is an estimate until you confirm it. The AI is not an emergency service. The AI & voice disclaimer has details.

Nexus

Nexus acts with the permissions of the staff member using it. You choose how independently it works. Actions that contact customers, change money or delete data wait for a person to approve them. You are responsible for actions your users approve.

AI providers

We use AI models from Anthropic and OpenAI and voices from Twilio and ElevenLabs, and may change providers to keep the service working well. Providers may not train their models on your data.

5. Phone numbers and calls

  • We provide phone numbers through Twilio. You may use them only for your business while your account is active. After you cancel, or if your account stays unpaid, we may release the number and it may be reassigned.
  • You are responsible for following the call recording and consent laws that apply to you and your callers. Florida, California and several other states require every party's consent.
  • Do not use LeadLock to place automated, prerecorded or AI-voiced calls to consumers. Calls your staff place from LeadLock must follow telemarketing and do-not-call rules.
  • Call quality and delivery depend on carriers and networks. Keep another way for customers to reach you.

6. Texting rules

Only text people who agreed to it, honor every opt-out, and register your business for texting.

When you use LeadLock to send texts, you agree to:

  • Get consent first. Text only people who gave you their number and agreed to receive texts from you, through a consent box that is not pre-checked, a booking, a reply or similar. Keep consent within its scope: consent to appointment updates is not consent to marketing.
  • No marketing without marketing consent. Promotional texts, such as offers, referral asks or review campaigns, need separate prior express written consent and a registered marketing campaign. LeadLock may keep such texts turned off until both exist.
  • Honor opt-outs. Stop texting anyone who replies STOP or otherwise asks you to stop, by any reasonable means. LeadLock blocks texts to opted-out numbers automatically. Don't try to get around that.
  • Respect quiet hours. Don't send non-urgent automated texts before 8am or after 8pm in the recipient's local time.
  • No bought or scraped lists. Don't upload or text purchased, rented, scraped or third-party lists, and don't text a number someone else gave you about another person.
  • Register. Provide accurate information for A2P 10DLC brand and campaign registration and keep it current. Texts may be blocked until registration is approved.
  • Follow the rules. Comply with the Telephone Consumer Protection Act, state laws such as the Florida Telephone Solicitation Act, CTIA guidelines and carrier rules.

LeadLock records consent, blocks texts without it, and logs blocked attempts to help you comply, but these tools don't replace your own obligations. We may pause your texting if we see high opt-out or complaint rates, carrier filtering, or other signs of abuse.

7. Acceptable use

You may not use LeadLock to:

  • break any law, including privacy, consumer protection, telemarketing, anti-discrimination and employment laws;
  • send spam, or harass, threaten, deceive or defraud anyone;
  • impersonate a person or business, or use AI to mislead people about who or what they are dealing with;
  • collect sensitive information you don't need, such as Social Security numbers, card numbers or health information, through calls, texts or forms;
  • upload malware, probe or overload our systems, get around limits or security, or access another workspace's data;
  • copy, resell or reverse engineer LeadLock, or use it to build a competing product; or
  • let anyone else do any of these things.

8. Technicians, location and staff tools

The Technician App shares a technician's location only during an active job and only with the phone's permission. Before turning on location, time clock or other monitoring features, give your staff any notice and get any consent your state requires, and follow your own workplace policies. You are responsible for pay, hours and employment records; LeadLock's time and pay tools help you keep track but are not payroll or legal advice. Use Crew Chat and other team tools for legitimate business purposes only.

9. Taking payments from your customers

Invoices and payment links are paid on Stripe-hosted pages, and payouts go to you through Stripe Connect under Stripe's terms, which you must accept to use these features. LeadLock is not a bank or money transmitter and doesn't hold your customers' funds. Payout timing, holds, fees, refunds and disputes with your customers are between you, your customers and Stripe. You are responsible for your prices, taxes and invoices, and for not collecting card numbers by phone, text or email.

10. Plans, billing, credits and trials

  • Subscriptions are billed in advance, monthly or yearly, through Stripe, and renew automatically until you cancel. You authorize us to charge your payment method for subscription fees, add-ons and usage.
  • Plans include allowances such as call minutes, texts and AI credits. When an allowance and your credits run out, features may pause, or overage may apply if you turned it on. Usage charges may be billed after they occur.
  • Purchased credits and prepaid packs are used as you go and may expire if we told you so when you bought them.
  • If we offer a trial, it lasts 3 days unless checkout shows otherwise. You will be charged when it ends unless you cancel first, as shown at signup.
  • If a payment fails, we may retry it and pause paid features until it succeeds.
  • We may change prices with at least 30 days' notice, effective at your next renewal. You can cancel before then.
  • Prices don't include taxes unless stated. You pay any applicable taxes.

11. Refunds

You can get a full refund of your first subscription payment and any setup fee if you ask within 7 days of your initial purchase. Email support@leadlockai.ai. After 7 days, payments are non-refundable, including for partial months, unused time, and credits or usage already consumed, unless the law requires otherwise.

12. Your data

Your customer data is yours. We use it only to run LeadLock for you.

  • Ownership. You own the data you and your customers put into LeadLock ("Customer Data"). You give us permission to host, process and transmit it only to provide and support LeadLock for you, keep it secure, and as the law requires.
  • Our role. For Customer Data, we act as your service provider. We don't sell it, don't use it for anyone else, and don't combine it with other businesses' data except in de-identified, aggregate form to improve the service. A data processing agreement is available on request.
  • Your role. You are responsible for having the right to collect Customer Data, giving required notices, and answering your customers' privacy requests. We'll help where we reasonably can.
  • Usage information. We may use information about how LeadLock is used, such as feature usage and error rates, to run and improve the service.
  • Export and deletion. You can export your data at any time. After you close your workspace, you have 30 days to export it, and we delete or de-identify it within 90 days, except where the law requires us to keep it (for example consent and billing records).
  • Feedback. If you send us suggestions, we can use them without owing you anything.

13. Third-party services

LeadLock relies on providers including Twilio, Stripe, Anthropic, OpenAI, ElevenLabs, Google Maps, Resend, Vercel and Neon (the Privacy Policy lists them all), and connects to services you choose, such as your calendar or lead sources. Their terms apply to your use of them. We are not responsible for their outages or changes, but we will work to keep LeadLock running when one has a problem.

14. Availability and changes

We work to keep LeadLock available around the clock, but we don't promise it will never be interrupted. We may do maintenance, and outages at carriers or providers can affect calls, texts or AI. We will try to give notice of planned maintenance that may cause significant downtime.

15. Intellectual property

LeadLock, including its software, design, content and brand, belongs to us and our licensors. While your subscription is active, we give you a limited, non-exclusive, non-transferable right to use LeadLock for your business under these terms. AI output generated for you in LeadLock (such as replies and summaries) is yours to use, subject to these terms.

16. Your responsibility for claims

You will defend and compensate LeadLock and its owners, employees and agents against claims, fines and costs (including reasonable legal fees) that come from your Customer Data, the messages and calls you send or configure, your breach of these terms, or your violation of any law, including the TCPA, state telemarketing laws and recording consent laws. We will tell you promptly about any such claim and let you control the defense, but you may not settle a claim that requires us to admit fault or pay without our consent.

17. Disclaimers and limits of liability

Except as stated in these terms, LeadLock is provided "as is" and "as available," without warranties of any kind, including merchantability, fitness for a particular purpose and non-infringement. We don't guarantee any number of leads, bookings or revenue, or that AI output, transcripts or summaries will be accurate.

To the fullest extent the law allows, LeadLock will not be liable for any indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, leads, bookings, data or goodwill, even if we were told they were possible. Our total liability for all claims relating to LeadLock is limited to the amount you paid us for the billing period just before the event that caused the claim, or $100 if you paid nothing.

Some places don't allow these limits, so they apply only as far as the law permits.

18. Suspension and termination

You can cancel at any time in Settings or by emailing us. Cancellation takes effect at the end of your current billing period, and you remain responsible for fees already owed.

We may suspend features or your account right away if we reasonably believe you are breaking these terms or the law, putting other customers or our phone numbers at risk, or not paying. We may terminate for repeated or serious violations, or with 30 days' notice for any reason, in which case we refund prepaid fees for the unused period. Sections 9, 12, 16, 17 and 19 continue after termination.

19. Governing law and disputes

Florida law governs these terms, without regard to its conflict-of-law rules. Before filing any claim, each of us agrees to try to resolve it informally for 30 days after written notice.

If that fails, the dispute will be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, in Florida or by video. Either of us may instead bring an individual claim in small claims court, or ask a court for an injunction to protect intellectual property or confidential information.

Claims must be brought individually, not as a class, collective or representative action, and each of us waives the right to a jury trial.

Any court case allowed under these terms will be in the state or federal courts in Florida.

20. Changes to these terms

We may update these terms. For material changes we will give at least 30 days' notice by email or in the app, and may ask you to accept the new terms before you keep using LeadLock. If you don't agree, you can cancel before the change takes effect.

21. Contact

LeadLock AI Technologies LLC
Email: support@leadlockai.ai

Legal notices to us must be sent by email to the address above with "Legal notice" in the subject. We send notices to the email address on your account.