Terms of Service
The terms governing use of the ClientLine automated after-hours intake service.
Effective: April 5, 2026
ClientLine LLC (“ClientLine”) provides an automated after-hours intake receptionist service for law firms. The service answers incoming calls during a firm’s designated after-hours window, conducts a structured intake conversation configured to the firm’s specifications, delivers intake summaries via email and SMS, and optionally performs warm transfers or pushes data to a firm’s practice management system.
ClientLine is a service provider to the subscribing firm. ClientLine does not provide legal advice, does not form attorney-client relationships with callers, and does not represent callers in any matter. All legal representation decisions remain with the subscribing firm.
The subscribing firm (“Client”) agrees to:
- Provide accurate firm information, intake specifications, urgency criteria, and delivery preferences during onboarding
- Maintain and promptly update the contact endpoints (email, phone, CRM credentials) used for intake delivery
- Configure its own phone system to forward calls to ClientLine during the agreed after-hours window
- Review intake summaries and follow up with prospective clients in a timeframe consistent with applicable professional responsibility rules
- Use the service only for lawful purposes and in compliance with applicable bar and ethics rules
- Pay all fees when due under the selected plan
All caller information collected through the service is the confidential prospective-client information of the Client. ClientLine processes this information solely to deliver the service to the Client and in accordance with our Privacy Policy.
- Every infrastructure layer carries a signed Business Associate Agreement
- ClientLine signs a BAA directly with every subscribing firm
- Caller data is never used to train machine-learning models
- Caller data is never sold or shared with third parties outside the delivery chain
- Retention is configurable by the Client (from 1 day to indefinite)
ClientLine operates on a flat monthly rate with unlimited minutes. There are no per-call or per-minute fees. Specific pricing is set out in the Client’s order form or engagement letter.
Fees are billed monthly in advance. Invoices are due on receipt unless otherwise agreed in writing. Overdue balances may result in suspension of the service after reasonable notice.
ClientLine is a month-to-month service with no long-term contracts. Either party may terminate with fourteen (14) days written notice to the other party.
Upon termination, ClientLine will cease answering calls on behalf of the Client, deliver any intake summaries generated prior to the termination date, and, at the Client’s direction, delete or return call recordings and transcripts in accordance with the Client’s selected retention policy. Fees paid for the month in which termination occurs are not refundable unless otherwise agreed in writing.
ClientLine provides the service with commercially reasonable care but does not guarantee that every call will be answered, every transfer will succeed, or every integration will operate without interruption. Telephone networks, email providers, and third-party practice management systems are outside ClientLine’s exclusive control.
To the maximum extent permitted by law, ClientLine’s aggregate liability arising out of or relating to the service shall not exceed the fees paid by the Client to ClientLine during the three (3) months preceding the event giving rise to the claim. ClientLine shall not be liable for indirect, incidental, special, consequential, or punitive damages, including lost profits or lost business opportunities.
The Client agrees to indemnify and hold ClientLine harmless from any claim, loss, or expense arising out of (a) the Client’s use of the service in violation of applicable law or professional responsibility rules, (b) intake specifications, scripts, or criteria provided by the Client, or (c) the Client’s handling of prospective clients after intake summaries are delivered. ClientLine agrees to defend the Client against any claim that the service, as delivered, infringes a third party’s intellectual property rights, subject to prompt notice and cooperation.
ClientLine may modify these Terms from time to time to reflect changes in the service, infrastructure, or applicable law. Material changes will be communicated to subscribing firms in advance. Continued use of the service after the effective date of a modification constitutes acceptance of the updated Terms.
These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to its conflict of laws principles. Any dispute arising out of or relating to these Terms or the service shall be brought exclusively in the state or federal courts located in Massachusetts, and the parties consent to the personal jurisdiction of those courts.
These Terms, together with the Privacy Policy, the applicable order form or engagement letter, and any Business Associate Agreement executed between the parties, constitute the entire agreement between ClientLine and the Client with respect to the service and supersede all prior or contemporaneous communications and proposals, whether oral or written.
Questions about these Terms can be directed to:
ClientLine LLC
Email: sales@clientline.io
Phone: 978-764-1160
Web: clientline.io
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