Terms of Service

Last updated: March 10, 2026

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you and Workflowr ("Company," "we," "us," or "our") governing your access to and use of the IntakeOS platform and related services (collectively, the "Services").

By accessing or using our Services, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Services.

2. Description of Services

Workflowr provides IntakeOS, a business automation platform that includes:

  • AI-powered lead capture and follow-up automation
  • Multi-channel communication management (SMS, phone, email, web forms)
  • Automated appointment booking and scheduling
  • Lead analytics and reporting dashboards
  • Integration with third-party services and CRM platforms

We reserve the right to modify, suspend, or discontinue any aspect of the Services at any time.

3. Account Registration

To use our Services, you must:

  • Be at least 18 years old
  • Provide accurate and complete registration information
  • Maintain the security of your account credentials
  • Promptly update your information if it changes
  • Accept responsibility for all activities under your account

You must notify us immediately of any unauthorized access to your account. We are not liable for any loss resulting from unauthorized use of your account.

4. Fees and Payment

4.1 Pricing

Our current pricing includes a monthly subscription fee and optional add-ons. Specific pricing is displayed during the signup process and may be updated from time to time.

4.2 Payment Terms

  • Subscription fees are billed monthly in advance
  • All fees are non-refundable unless otherwise stated
  • We use Stripe for payment processing; you agree to their terms of service

4.3 Failed Payments

If payment fails, we will attempt to collect payment and may suspend your access to the Services until payment is received. Continued non-payment may result in account termination.

5. Acceptable Use

You agree not to use the Services to:

  • Violate any applicable laws, regulations, or third-party rights
  • Send unsolicited communications (spam) or violate anti-spam laws
  • Transmit malicious code, viruses, or harmful content
  • Interfere with or disrupt the Services or servers
  • Attempt to gain unauthorized access to any systems
  • Impersonate any person or entity
  • Collect user information without consent
  • Engage in any fraudulent or deceptive practices
  • Use the Services for any illegal or harmful purpose

6. Communications Compliance

When using our SMS and phone communication features, you are responsible for:

  • Obtaining proper consent from recipients before sending messages
  • Complying with the Telephone Consumer Protection Act (TCPA)
  • Complying with CAN-SPAM and other applicable regulations
  • Honoring opt-out requests promptly
  • Maintaining accurate records of consent

You agree to indemnify us against any claims arising from your violation of communications laws or regulations.

7. SMS Messaging Program

7.1 Program Description

Program Name: IntakeOS Lead Follow-Up Messaging

Description: IntakeOS provides automated SMS messaging services that enable businesses to communicate with their leads and customers. This includes automated responses to inquiries, appointment confirmations and reminders, follow-up messages, and customer service communications. Messages are sent on behalf of the business using IntakeOS to manage their customer communications.

7.2 Message Frequency

Message frequency varies based on your interaction with the business. You may receive:

  • Initial response to your inquiry (1 message)
  • Follow-up messages if you don't respond (up to 3 messages over several days)
  • Appointment confirmations and reminders (2-3 messages per appointment)
  • Responses to your questions or requests (as needed based on conversation)

Typical users receive 1-10 messages per month depending on their engagement level.

7.3 Message and Data Rates

Message and data rates may apply. Standard messaging rates from your mobile carrier apply to all SMS messages sent and received. Check with your carrier for details about your messaging plan.

7.4 Carrier Liability Disclaimer

Carriers are not liable for any delayed or undelivered messages. Message delivery is subject to network availability and mobile carrier policies.

7.5 Opt-Out Instructions

You can opt out of receiving SMS messages at any time by:

  • Replying STOP to any message to immediately unsubscribe from all future SMS communications
  • Contacting the business directly to request removal from their messaging list

After sending STOP, you will receive a single confirmation message acknowledging your opt-out request. You will not receive any further messages unless you opt back in.

7.6 Help and Support

For assistance with SMS messaging:

  • Reply HELP to any message to receive support information and contact details
  • Contact the business you're communicating with directly
  • Email us at support@workflowr.ai for technical assistance

SMS Program Support Contact:

Email: support@workflowr.ai

Reply HELP to any message for assistance

Reply STOP to opt out of messages

8. Your Data

8.1 Ownership

You retain ownership of all data you submit to the Services ("Your Data"). We do not claim any ownership rights to Your Data.

8.2 License to Us

You grant us a limited license to use, process, and display Your Data solely to provide and improve the Services. This license terminates when you delete Your Data or close your account.

8.3 Data Backup

While we implement reasonable backup procedures, you are responsible for maintaining your own backups of Your Data. We are not liable for any loss of data.

9. Intellectual Property

The Services, including all software, designs, text, graphics, and other content (excluding Your Data), are owned by Workflowr and protected by intellectual property laws.

We grant you a limited, non-exclusive, non-transferable license to access and use the Services for your internal business purposes during your subscription term.

You may not copy, modify, distribute, sell, or lease any part of our Services, nor may you reverse engineer or attempt to extract the source code.

10. AI-Generated Content

Our Services use artificial intelligence to generate responses and content on your behalf. You understand and agree that:

  • AI-generated content may not always be accurate or appropriate
  • You are responsible for reviewing and approving AI actions where applicable
  • You accept responsibility for communications sent through the platform
  • We are not liable for any errors or issues arising from AI-generated content

11. Third-Party Services

The Services may integrate with or contain links to third-party services. We are not responsible for the content, policies, or practices of any third-party services. Your use of third-party services is at your own risk and subject to their terms.

12. Disclaimer of Warranties

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that the Services will be uninterrupted, error-free, or secure, or that any defects will be corrected.

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WORKFLOWR SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITIES ARISING FROM YOUR USE OF THE SERVICES.

OUR TOTAL LIABILITY FOR ANY CLAIMS ARISING FROM THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

14. Indemnification

You agree to indemnify, defend, and hold harmless Workflowr and its officers, directors, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from:

  • Your use of the Services
  • Your violation of these Terms
  • Your violation of any applicable laws or regulations
  • Your Data or content you submit through the Services
  • Your communications sent through the platform

15. Termination

15.1 By You

You may cancel your subscription at any time through your account settings or by contacting us. Cancellation takes effect at the end of your current billing period.

15.2 By Us

We may suspend or terminate your access to the Services immediately if you violate these Terms, fail to pay fees, or for any other reason at our discretion.

15.3 Effect of Termination

Upon termination, your right to use the Services ceases immediately. We may delete Your Data after a reasonable period following termination. Provisions that by their nature should survive termination will remain in effect.

16. Dispute Resolution

Any disputes arising from these Terms or the Services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall take place in the state of Texas, and the arbitrator's decision shall be final and binding.

You agree to waive any right to participate in a class action lawsuit or class-wide arbitration.

17. General Provisions

  • Governing Law: These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles.
  • Entire Agreement: These Terms constitute the entire agreement between you and Workflowr regarding the Services.
  • Severability: If any provision is found unenforceable, the remaining provisions remain in effect.
  • Waiver: Our failure to enforce any right does not waive our right to do so later.
  • Assignment: You may not assign these Terms without our consent. We may assign our rights freely.
  • Notices: We may send notices via email or through the Services. You may contact us at the address below.

18. Changes to Terms

We may modify these Terms at any time. We will notify you of material changes by posting the updated Terms and updating the "Last updated" date. Your continued use of the Services after changes constitutes acceptance of the modified Terms.

19. Contact Us

If you have questions about these Terms, please contact us at:

Workflowr

Email: legal@workflowr.ai